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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 acknowledge and authorize
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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:
Yes, be aware if the house is not in the trust any Medicaid she received can be recovered by Medicaid. A lien will be put on the house. If you resided there, were a caregiver or a disabled child, you may be able to continue to reside there. The lien will still need to be satisfied if you die or sell the home.
While it doesn't seem like a good idea to be thinking about inheritance while your mother's in hospice, it actually is a good thing to do. If you haven't already, locate the trust documents, the will, the deed to the house, any pre-paid burial arrangements, a personal property memorandum if there is one (not all states allows them), and any list of beneficiary accounts you can find. If you don't know in whom the house is titled, most counties have county property records online and you can find title information there. You will have a lot on your hands if you are both trustee and executor, so hiring a trust and estate attorney is a very good idea. There are time constraints and tax considerations to keep in mind so someone with expertise in settling a trust and an estate is a good thing.
If the house is titled to your Mom's name it is NOT in the trust. Were the home in your Mom's Trust then the TRUST would own the house upon her death. Were you the only beneficiary of the Trust then you would get the home. As it is your home will pass to you eventually if there is no medicaid clawback owed on it, but you will have to open probate and the will will have to be probated, which is a shame, because were the home titled to the TRUST then there would be no probate. If you are the only child, and the executor of will and Trustee of Trust upon your Mom's death then you will likely need to see a Trust and Estate Attorney to guide you through. You may need only a few hours of his or her time, but it will be invaluable. Be certain the attorney you get does settlement of trust and estate. Some only WRITE them and don't want to help with administration of the estate. Best of luck to you and I am sorry for your coming loss of your Mom.
Yes. The title is required to be updated when the owner passes.
Do you know where her will or trust is? Read it so you know what her plan is. It is also a good idea to check the title to see what it says , especially if it is supposed to be in a trust.
If you can’t find the [edited to delete “the will or”] trust, you face going through probate. If she is still competent you’d want to help her work with a lawyer ASAP, so that doesn’t happen.
After she passes, the lawyer will help you to file the original will with the court and submit the appropriate form to the county assessor, probably with an original death certificate, which will be returned.
In California, you will get two forms from the assessor back in the mail. One for the homeowners property tax exemption, one for the reassessment exclusion for transfer between parent and child. Respond to these promptly and follow the directions carefully so you don’t owe a lot more in property taxes. The rules have changed, so consult with a lawyer if you need to. It makes a big difference if the home is your primary residence and it is worth more than $1,000,000.
Unless you plan to sell within a year, you should also get a date of death formal appraisal done to minimize any future capital gains taxes.
If she has been on LTC Medicaid, educate yourself about Medicaid liens.
As always, if you want legal advice you can rely on, consult an appropriate attorney.
If the house is in a trust, the title transfer will be handled by the trustee after your mom's passing. If it is in the will, it will be handled by the executor and/or probate attorney.
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.
Do you know where her will or trust is? Read it so you know what her plan is. It is also a good idea to check the title to see what it says , especially if it is supposed to be in a trust.
If you can’t find the [edited to delete “the will or”] trust, you face going through probate. If she is still competent you’d want to help her work with a lawyer ASAP, so that doesn’t happen.
After she passes, the lawyer will help you to file the original will with the court and submit the appropriate form to the county assessor, probably with an original death certificate, which will be returned.
In California, you will get two forms from the assessor back in the mail. One for the homeowners property tax exemption, one for the reassessment exclusion for transfer between parent and child. Respond to these promptly and follow the directions carefully so you don’t owe a lot more in property taxes. The rules have changed, so consult with a lawyer if you need to. It makes a big difference if the home is your primary residence and it is worth more than $1,000,000.
Unless you plan to sell within a year, you should also get a date of death formal appraisal done to minimize any future capital gains taxes.
If she has been on LTC Medicaid, educate yourself about Medicaid liens.
As always, if you want legal advice you can rely on, consult an appropriate attorney.