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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.
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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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She is mentally capable of knowing what she is doing,but she is unable to write. I need to have stocks and life insurance policy legally signed over to me.
You and your mother will need to visit her attorney and she will need to agree to a full power of attorney, granting you permission to make changes to whatever she desires you to have access to. Be careful in doing this if there are other family members, i.e., siblings. This could become quite a nasty situation unless they are in agreement with you doing such, as they may feel that it is unfair. They may contest her will when she passes if they are not receiving equal shares of your mothers estate. Best of luck, Suzanne
I'm assuming that your mom had a stockbroker do this, even if it was a long time ago, the brokerage is still out there but may have been folded into another wire house so is not under that name. So look to see who the firm was initially.
Make an appointment with the brokerage house to do the stock transfer and create your portfolio, be sure to take all the legal (originals with notary work) and your mom to the appointment. You should make sure the broker holds a series 7 imho. It will take a bit of time and it's likely that a compliance person (this is usually a regional position, so that's why you want to set up an appointment, so compliance can be there) will want to speak with your mom without whomever (you) is the "about to be new owner of the stocks" is not in the room. So you might want to think about having some else in the family or a close friend of your mom's go with you so they can assist her if need be.
You want to do this soon before all the regular clients have end of the tax year needs. You might be able to convert out the insurance if it's whole with a cash value and they could convert the assets into the new portfolio you are creating. Again these things take time and you want to do this now (November) so that it's all done within this tax year. Good luck.
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.
Be careful in doing this if there are other family members, i.e., siblings. This could become quite a nasty situation unless they are in agreement with you doing such, as they may feel that it is unfair. They may contest her will when she passes if they are not receiving equal shares of your mothers estate.
Best of luck,
Suzanne
Make an appointment with the brokerage house to do the stock transfer and create your portfolio, be sure to take all the legal (originals with notary work) and your mom to the appointment. You should make sure the broker holds a series 7 imho. It will take a bit of time and it's likely that a compliance person (this is usually a regional position, so that's why you want to set up an appointment, so compliance can be there) will want to speak with your mom without whomever (you) is the "about to be new owner of the stocks" is not in the room. So you might want to think about having some else in the family or a close friend of your mom's go with you so they can assist her if need be.
You want to do this soon before all the regular clients have end of the tax year needs. You might be able to convert out the insurance if it's whole with a cash value and they could convert the assets into the new portfolio you are creating. Again these things take time and you want to do this now (November) so that it's all done within this tax year. Good luck.