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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.
Share a few details and we will match you to trusted home care in your area:
I keep a yearly spreadsheet listing dad's monthly expense signed by him, witnessed by doctor or notary . Is this strong enough evidance for a future dispute?
Since the question "Does an Executor have the right to request financial records of the POA" comes up a lot, I looked it up. The answer is yes. I asked if beneficiaries have a right to POA financial records and the answer is no, they need to go thru the Executor. It does say that family can request, thru the court, financial records of the POA.
Who do you think will dispute you? If Medicaid, all they require is 5 yrs of bank statements. They look for large amounts being spent and want to know why. So you need to keep receipts to. I paid all my Moms bills by check so they showed up on her bank statement. All Dads money has to be spent on Dad. He can't give a large amount of money to anyone. Can't loan money.
possible family after he gone. all documented bills pse,g cable ins taxes medical water house maintance and huge heating oil bill leaves about $ 400 a month left over. any sane person will realize that doesnt cover food and household items , clothing in N Y therefore i have been just keeping a spread sheet i kick in $300 or so a month not looking to get it back just covering myself future if questioned
The IRS and Medicaid won't care about any of that, only actual receipts that match transactions to the penny, and this includes any money that is exchanged between you and your Dad. It needs to be explained and matched with receipts.
This is one good reason to pay all his bills with a credit card and to be joint on his account. Set up an online banking portal and you can pay some of his expenses through direct pay, some through cc. Then you don't have to keep a spreadsheet.
Since Medicaid is a government agency that has to look at finances for people who are applying, they are similar to the IRS.
Make sure your Dad has a pre-paid funeral policy, which is allowed by the IRS. If it is an unground burial there is a limit. My MIL has a cremation policy (very basic one) that was $3600.00. Worked very smoothly. The options vary by state.
If your Dad has any cognitive decline, him signing anything financial probably won't hold any legal water. When a person assigns a PoA for themselves, it's the attorney who privately interviews them to assess their legal capacity. I hope your Dad has made you his durable financial PoA. His doctor only needs to be concerned about medical PoA, not financial.
FYI if you're worried about family questioning your management, then for sure you need to become his DPoA. A PoA is not obligated to reveal anything to others that he is doing serving in this role -- only to a judge should one ask. So, if you're worried about being protected, then your Dad assigning you as his legal financial and medical PoA would be a critical step. After that, Medicaid qualification becomes a goal as many elders end up needing it to cover their LTC in a facility. The lookback can be 5 years depending on what state he lives in. You should consult with an elder law attorney to know what proper management looks like to the legal world.
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.
This is one good reason to pay all his bills with a credit card and to be joint on his account. Set up an online banking portal and you can pay some of his expenses through direct pay, some through cc. Then you don't have to keep a spreadsheet.
Since Medicaid is a government agency that has to look at finances for people who are applying, they are similar to the IRS.
Make sure your Dad has a pre-paid funeral policy, which is allowed by the IRS. If it is an unground burial there is a limit. My MIL has a cremation policy (very basic one) that was $3600.00. Worked very smoothly. The options vary by state.
If your Dad has any cognitive decline, him signing anything financial probably won't hold any legal water. When a person assigns a PoA for themselves, it's the attorney who privately interviews them to assess their legal capacity. I hope your Dad has made you his durable financial PoA. His doctor only needs to be concerned about medical PoA, not financial.
FYI if you're worried about family questioning your management, then for sure you need to become his DPoA. A PoA is not obligated to reveal anything to others that he is doing serving in this role -- only to a judge should one ask. So, if you're worried about being protected, then your Dad assigning you as his legal financial and medical PoA would be a critical step. After that, Medicaid qualification becomes a goal as many elders end up needing it to cover their LTC in a facility. The lookback can be 5 years depending on what state he lives in. You should consult with an elder law attorney to know what proper management looks like to the legal world.