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Who are you caring for?
Which best describes their mobility?
How well are they maintaining their hygiene?
How are they managing their medications?
Does their living environment pose any safety concerns?
Fall risks, spoiled food, or other threats to wellbeing
Are they experiencing any memory loss?
Which best describes your loved one's social life?
Acknowledgment of Disclosures and Authorization
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington. Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services. APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid. We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour. APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment. You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints. Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights. APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.I agree that: A.I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information"). B.APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink. C.APFM may send all communications to me electronically via e-mail or by access to an APFM web site. D.If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records. E.This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year. F.You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
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Mostly Independent
Your loved one may not require home care or assisted living services at this time. However, continue to monitor their condition for changes and consider occasional in-home care services for help as needed.
Remember, this assessment is not a substitute for professional advice.
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After the will has been probated, and an executor or administrator for the estate has been named, have that person File Form 4506-T with the IRS to request a Tax Account Transcript for the past five years. This should show you the status of her tax filings and if any monies are owed. If you have access to the last tax return she filed and know other information about some of her accounts, you could even request this information online. Generally speaking, just being on a joint account does not make one liable for unpaid taxes, unless that person chose to pay other expenses before paying the govt.
Also, don't forget to file her 2017 income tax returns if they have not yet filed.
Did she do her own taxes? If she had a preparer then they should be able to tell when she did her taxes last. You may be able to call the IRS. My Mom was a widow whose SS was most of her income. She got a letter from the IRS saying she no longer had to pay some years back.
My Dad had passed in late 2016, so I had to get paperwork for Dad's CPA [thank goodness he had one] for the 2017 filing, and also the 2018 filing because Probate hadn't been closed as of yet. Never thought Probate would take so long, and yes, Dad had a Will.
I have a feeling it depends on one's income. Dad had stock, thus dividends.
Freqflyer is right, it’s going to depend on your mom’s income & type of income.
If your mom was like a lot of elderly and had just her SS as her income, she did not need to file taxes as it’s exempt income for IRS. But if there’s other sources of income (like FF dad with dividends), then she should have filed taxes. iRS has publication #554 that is a tax guide for seniors that goes into detail on this. My suggestion is to Look at mom’s banking to see where $ was coming from and then look at the #554 to see what category’s it falls under to see if you have to move forward on taxes to settle her estate.
For my mom, her income was SS and her spouses benefit from dads federal civil service retirement. No taxes filed for years as both were tax exempt income. For probate, I filed a statement as to no taxable income year of death so no irs tax filing needed. All good.
Another factor to consider is whether or not she had any investments from which taxes were withheld from distributions. If so, she would already have paid in on anticipated annual tax liability. So check her portfolio as well and see if this has occurred.
If, e.g., she had an IRA, there may well have been taxes withheld on the state level, but if I recall correctly, federal deductions are mandatory for RMDs (I only did this once a year and had to research every time as I just didn't remember).
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
A.
I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
B.
APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
C.
APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
D.
If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
E.
This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
Also, don't forget to file her 2017 income tax returns if they have not yet filed.
I have a feeling it depends on one's income. Dad had stock, thus dividends.
If your mom was like a lot of elderly and had just her SS as her income, she did not need to file taxes as it’s exempt income for IRS. But if there’s other sources of income (like FF dad with dividends), then she should have filed taxes. iRS has publication #554 that is a tax guide for seniors that goes into detail on this. My suggestion is to Look at mom’s banking to see where $ was coming from and then look at the #554 to see what category’s it falls under to see if you have to move forward on taxes to settle her estate.
For my mom, her income was SS and her spouses benefit from dads federal civil service retirement. No taxes filed for years as both were tax exempt income. For probate, I filed a statement as to no taxable income year of death so no irs tax filing needed. All good.
If, e.g., she had an IRA, there may well have been taxes withheld on the state level, but if I recall correctly, federal deductions are mandatory for RMDs (I only did this once a year and had to research every time as I just didn't remember).