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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.
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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.
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I planned to do a durable POA, me as principal and assign my son as Agent, but the POA supposedly ends when I die? If a POA isn't valid after I die, what alternative legal form do I need to prepare so that my son has full power when I die?
Hello, It depends on what "power" you want him to have. But I agree with gladimhere, it sounds like you need a will and trust. Your son would be your trustee and you would have all of your papers in one place listing them as part of the Trust (house, bank accounts, insurance, etc). As your Trustee he would then pay your debts from any proceeds of your estate. Doing this prevents your property (bank accounts, etc) from going into Probate which can be a lengthy and costly process. Best of Luck Margaret
Agreeing with upthread posters. Check out your library for some great and easy-to-read books on trusts. Trusts are pretty easy to do yourself (though I do recommend running it through an estate lawyer just to check).
CAGregory, best thing to do is make an appointment with an Elder Law Attorney so you can get all your ducks in a row.
There are other legal documents that are important that most people don't know about, like a Medical Directive. And also to see if your assets would do better if placed in a Revocable Trust to help avoid going through Probate. None of this is a do-it-yourself project as all it takes is one missing or misplaced word to mess everything up.
Another option is to have your assets done with POD (pay on death) or with Beneficiary Designation. For a home, if your state allows “lady bird deeds” that can be done. All these allow the asset to transfer to your son without going through probate process.
To me what path is best depends on your unique financial situation and really that is something you & your son can discuss with an elder law atty. Not a DIY.
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.
It depends on what "power" you want him to have. But I agree with gladimhere, it sounds like you need a will and trust. Your son would be your trustee and you would have all of your papers in one place listing them as part of the Trust (house, bank accounts, insurance, etc). As your Trustee he would then pay your debts from any proceeds of your estate. Doing this prevents your property (bank accounts, etc) from going into Probate which can be a lengthy and costly process.
Best of Luck
Margaret
There are other legal documents that are important that most people don't know about, like a Medical Directive. And also to see if your assets would do better if placed in a Revocable Trust to help avoid going through Probate. None of this is a do-it-yourself project as all it takes is one missing or misplaced word to mess everything up.
To me what path is best depends on your unique financial situation and really that is something you & your son can discuss with an elder law atty. Not a DIY.