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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:
Murrdog1, when my Dad no longer wanted to deal with writing checks, he had me placed on his checking account. Thus I would write checks from his account to pay whatever bill needed to be paid. I was Dad's financial Power of Attorney and the bank scanned a copy of said document.
Once he passed, I need to transfer said monies into an Estate account which was used to pay any late coming bills, etc.
I could not take the money as my own until after Probate, and only if that was Dad's wishes in his Will.
Joint accounts are held jointly. That means they are equally held. If it is a joint account with both signatures required for withdrawal then that is the way it is. If it is joint account with either signature, then that money can be moved, removed, by any who are on the account. As your parent is incapacitated that is unlikely. HOWEVER most joint accounts pose a problem of "co-mingling" accounts. If your parent's Social Security checks go in here, and it is recognized that this money is co mingled it could represent a problem should your parents ever need medicaid. There is no way to tell whose money this is. Who current pays IRS for any interest on the account? That is the primary account holder. You should see an elder law attorney as this is the worst way to hold money for your parents and pay their bills. The account could be frozen for suspicious activity; just about anything can happen. If you are POA for your parents or paying bills them you should have your own account for your own funds, your parents should have their own account for theirs with you as POA to write checks as POA, and with you POD (pay on death) as joint survivor. As none of this was done while your parents were competent you should ask the Elder Law Attorney how to proceed. You may need to get guardianship if you don't have it or conservatorship. Whatever you do you should do it legally. For financial, legal, medical advise do know that you should contact experts in YOUR STATE and in that field. A forum may have a lot of people doing things one way and a lot doing it another, but you need to do it the legal way in your own State. Best out to you. Don't make changes without good legal advice on whether you A) need to make changes B) what changes you need to make.
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.
Once he passed, I need to transfer said monies into an Estate account which was used to pay any late coming bills, etc.
I could not take the money as my own until after Probate, and only if that was Dad's wishes in his Will.
Who current pays IRS for any interest on the account?
That is the primary account holder.
You should see an elder law attorney as this is the worst way to hold money for your parents and pay their bills. The account could be frozen for suspicious activity; just about anything can happen.
If you are POA for your parents or paying bills them you should have your own account for your own funds, your parents should have their own account for theirs with you as POA to write checks as POA, and with you POD (pay on death) as joint survivor.
As none of this was done while your parents were competent you should ask the Elder Law Attorney how to proceed. You may need to get guardianship if you don't have it or conservatorship.
Whatever you do you should do it legally.
For financial, legal, medical advise do know that you should contact experts in YOUR STATE and in that field. A forum may have a lot of people doing things one way and a lot doing it another, but you need to do it the legal way in your own State.
Best out to you. Don't make changes without good legal advice on whether you A) need to make changes
B) what changes you need to make.