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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?
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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.
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.
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If the properties are in the US, a living trust might work well. I have four grown children, and my husband and I set up a trust that has worked for me since my husband's passing. You can have an outside trustee, or the daughters can be successor trustees assuming they work together well and trust each other.
Jorcha - I'd suggest you do everything coordinated with a banking group that does biz in Mexico. I'm not familiar with FL but for Texas, Frost Bank has been doing this like forever & they are a great bank and have division to deal with the whole US IRS required reporting on the fidelcomiso property you own in Mexico and any other legal. Also in TX, there's International Bancshares & BaNorte's Inter National Bank. If you have a S.A., BaNorte has a great reputation on paying vendors in the US correctly for US taxes.
First, thank you for being helpful. By convenience we mean avoiding our daughters going through a long and complex legal process, upon the death of both or the later of us, to take over their inheritance. They are both of legal age. Currently we have a Will and Testament, where we name both of them to equally to receive some properties and savings, but we understand the probate process may become a hardship. That's why we are exploring some other means. and we'd like to hear from others with more experience on this matters.
Convenient for what purposes? For your daughters? For your personal representatives? For you?
Wills and trusts (and a fideicomiso which I understand is a trust) serve different purposes.
How old are your daughters? If they're minors, a trust would provide an arrangement for property and funds to be held until they're of age. it also avoids probate IF properly funded.
If your daughters are of legal age, assets held jointly, payable to them on the death of both of you, or the later of the two of you, would be a workable solution.
If they're of age, you could title other assets jointly as well, but there are legal issues that need to be explored.
So, the question is, what are your trying to accomplish to achieve "convenience", and what does "convenience" mean to you?
Will your estate be settled in Florida or in Mexico? First make that determination and then sit down with a lawyer who knows estate law for the jurisdiction where the estate will be settled. Never mind what is "convenient". Focus on what holds up in court.
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.
By convenience we mean avoiding our daughters going through a long and complex legal process, upon the death of both or the later of us, to take over their inheritance.
They are both of legal age. Currently we have a Will and Testament, where we name both of them to equally to receive some properties and savings, but we understand the probate process may become a hardship.
That's why we are exploring some other means. and we'd like to hear from others with more experience on this matters.
Wills and trusts (and a fideicomiso which I understand is a trust) serve different purposes.
How old are your daughters? If they're minors, a trust would provide an arrangement for property and funds to be held until they're of age. it also avoids probate IF properly funded.
If your daughters are of legal age, assets held jointly, payable to them on the death of both of you, or the later of the two of you, would be a workable solution.
If they're of age, you could title other assets jointly as well, but there are legal issues that need to be explored.
So, the question is, what are your trying to accomplish to achieve "convenience", and what does "convenience" mean to you?
Never mind what is "convenient". Focus on what holds up in court.