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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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I consent to the collection of my consumer health data.*
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I consent to the sharing of my consumer health data with qualified home care agencies.*
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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:
The Unified Federal Estate and Gift Tax only applies to estates valued over $5 million. Georgia (where you say you are from) does not have an estate or inheritance tax. So, presuming the estate we are talking about is valued under $5 million there is no tax issue at death. Probate can be avoided by several methods; sometimes dependent on the nature of the asset. For instance, IRA's and life insurance pass by beneficiary and free of probate if a person or persons other than "the estate of" is named. Bank accounts held jointly also avoid probate. Lastly, assets titled in the name of a living trust (and many other forms of trust) will similarly avoid probate. Any asset held solely by an individual will be probated. So, depending on the asset and how you wish to handle it the involvement of an attorney may, in fact, not be necessary.
For bank accounts have them either joint accounts with full right of survivorship OR have it as an individual accounts but POD (pay on death) to whomever named in the banking account document. Anything POD does not go to probate.
If you like savings bonds, you can put $ there. Savings bonds can be in two names and only 1 of the person named is needed to be able to cash them out. I was execturix for an aunt who loved, loved giving savings bonds. At the time of her death, there were many that still out there and not cashed in. Most because they still had time on them (30 year bonds). The probate judge said all were excluded from her estate as the other person on the bond was the owner.
For a home, well this is sticky. As others have said, you can set up a trust.
But if if you think that the deceased will have or has no debts or anything that could, would, should need to go probate to settle, and all they have is a home and maybe a car, then in many states you can do a MUNIMENT OF TITLE to transfer the property via to whomever named in the will. Imho, this is totally do-able for an individual to handle. It will cost about $ 250.00 to do a muniment in Texas.
“Muniment of title” is pretty straightforward. Instead of applying for letters testamentary and undertaking a full probate procedure, a person with a direct interest in the estate can submit an application to probate the will as a "muniment of title" to enable the transfer of real estate and/or personal property from the decedent’s estate, and there is no other real need to manage the estate via probate.
For those of us who have parents on Medicaid, this may work as their assets are @ or below 2K except for their homestead. So "estate" to deal with.To do it, there must be a will and no unpaid debts owed, except for liens on real estate. If they were on Medicaid/Medicare, all medical would be taken care of. If they had a funeral / burial policy, then no debts there either. If MERP (Medicaid estate recovery) declines to persue a claim or lein, you get a release from MERP on that. Muniment could totally work.
To proceed with a muniment of title, a direct beneficiary of the will needs to submit a simple application to the probate court, and attach the original will and pay the fee for muniment hearing (in TX about $ 250.00). The court must be satisfied that the will is admissible, that there are no debts, and there is no other necessity for administration of the estate via probate. A hearing will be required. If the court approves the application, it will issue an Order Admitting Will As A Muniment of Title. The court’s order can be presented to persons owing money to the estate or having custody of estate property, and the property must be handed over to the beneficiaries in accordance with the terms of the will. You go to the courthouse with the courts order and change the ownership of the property. Within 180 days after the will is admitted, you file an affidavit with the probate clerk stating that the terms of the decedent’s will have been fulfilled as per a muniment.
A muniment of title proceeding can be a quick and cost-effective. Not all states allow for it though. But if yours does and you feel OK in going to the courthouse and dealing with paperwork, it can work and cost very little.
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.
Georgia (where you say you are from) does not have an estate or inheritance tax.
So, presuming the estate we are talking about is valued under $5 million there is no tax issue at death.
Probate can be avoided by several methods; sometimes dependent on the nature of the asset. For instance, IRA's and life insurance pass by beneficiary and free of probate if a person or persons other than "the estate of" is named. Bank accounts held jointly also avoid probate. Lastly, assets titled in the name of a living trust (and many other forms of trust) will similarly avoid probate.
Any asset held solely by an individual will be probated.
So, depending on the asset and how you wish to handle it the involvement of an attorney may, in fact, not be necessary.
If you like savings bonds, you can put $ there. Savings bonds can be in two names and only 1 of the person named is needed to be able to cash them out. I was execturix for an aunt who loved, loved giving savings bonds. At the time of her death, there were many that still out there and not cashed in. Most because they still had time on them (30 year bonds). The probate judge said all were excluded from her estate as the other person on the bond was the owner.
For a home, well this is sticky. As others have said, you can set up a trust.
But if if you think that the deceased will have or has no debts or anything that could, would, should need to go probate to settle, and all they have is a home and maybe a car, then in many states you can do a MUNIMENT OF TITLE to transfer the property via to whomever named in the will. Imho, this is totally do-able for an individual to handle. It will cost about $ 250.00 to do a muniment in Texas.
“Muniment of title” is pretty straightforward. Instead of applying for letters testamentary and undertaking a full probate procedure, a person with a direct interest in the estate can submit an application to probate the will as a "muniment of title" to enable the transfer of real estate and/or personal property from the decedent’s estate, and there is no other real need to manage the estate via probate.
For those of us who have parents on Medicaid, this may work as their assets are @ or below 2K except for their homestead. So "estate" to deal with.To do it, there must be a will and no unpaid debts owed, except for liens on real estate. If they were on Medicaid/Medicare, all medical would be taken care of. If they had a funeral / burial policy, then no debts there either. If MERP (Medicaid estate recovery) declines to persue a claim or lein, you get a release from MERP on that. Muniment could totally work.
To proceed with a muniment of title, a direct beneficiary of the will needs to submit a simple application to the probate court, and attach the original will and pay the fee for muniment hearing (in TX about $ 250.00). The court must be satisfied that the will is admissible, that there are no debts, and there is no other necessity for administration of the estate via probate. A hearing will be required. If the court approves the application, it will issue an Order Admitting Will As A Muniment of Title. The court’s order can be presented to persons owing money to the estate or having custody of estate property, and the property must be handed over to the beneficiaries in accordance with the terms of the will. You go to the courthouse with the courts order and change the ownership of the property. Within 180 days after the will is admitted, you file an affidavit with the probate clerk stating that the terms of the decedent’s will have been fulfilled as per a muniment.
A muniment of title proceeding can be a quick and cost-effective. Not all states allow for it though. But if yours does and you feel OK in going to the courthouse and dealing with paperwork, it can work and cost very little.