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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.
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To set up a reversible living trust, you do need a bank officer who works for the bank in which the trust is contained. No lawyer needed. Ask a fiancial planner or a lawyer about living trusts in general/also about annuities.
I will tell u this, I just went through the same thing, but there is so muchred tape and legal stuff I didnt know, and it got so confusing I had to get a lawyer to do it for me, also the range of my mothers accounts were so much and scattered, it was almost impossible..........we were really trying to do all this to get mom medicaid ready! Alot of detailed work and really should know someone to guide you through this process, as I had noone, that was that knowledgeable about the law to help, you could try legal aide though, that would be my first choice if u are trying to to this easily without any missed mistakes that were made by accident, wrong t not crossed or i not dotted can screw everything up.............if u need to ask more my wall is susant8403
Any attorney advertising for such services will be able to complete a simple will. If it is indeed simple, there is no reason not to shop by price as long as counsel appears competent.
There is much about this online: Keep in mind the riles and regs can differ from state to state--This is what I founf for you~
Investigate types of trusts. A "living trust" is one in which assets are used and controlled by you during your lifetime and are distributed when you die as directed by the trust. The probate process is avoided for assets put into the trust.
2 Unlike a living trust, a "testamentary trust" takes effect when you die. It is usually tied to a will and can help eliminate or reduce estate taxes for your beneficiaries. A testamentary trust does not avoid probate.
3 Set up the trust once you have determined the type you need. Determine who you want as your trustee (the person responsible for ensuring that the terms of the trust agreement are carried out).
4 Consult with your bank, attorney or certified financial adviser.
5 Obtain the appropriate documents from your adviser (or purchase a software program to assist you) and complete them to set up the trust.
6 Fund a living trust. Identify which assets to include in your living trust. These are the assets over which you have control and wish to control during your lifetime.
7 Change the titles of these assets; you'll be putting them in the name of your trust.
Read more: How to Set Up a Trust | eHow.com http://www.ehow.com/how_2820_set-trust.html#ixzz0ysKZxbqK
Yes you can. However your parents will still have to be competent to do so. If they are, then you can use one of the legal form websites such as LegalZoom. Be aware that information on these sites may not be as complete as you would like. I had a client who had prepared a Power of Attorney on LegalZoom and the document was pretty much ok but they did not tell him that the document had to be notarized. This obviously caused him some problems. Your parents really should have all of the following documents if they are establishing a living trust: 1. The living trust document 2. Pour over will 3. Springing or Durable Powers of Attorney 4. Health Care Surrogate (aka Medical Power of Attorney) 5. Living Will Here in Florida we can easily find attorneys who will prepare all of the above for about $600 for a couple. At that price it makes no sense to it one's self. Perhaps the situation is similar where you live...
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.
Ask a fiancial planner or a lawyer about living trusts in general/also about annuities.
Investigate types of trusts. A "living trust" is one in which assets are used and controlled by you during your lifetime and are distributed when you die as directed by the trust. The probate process is avoided for assets put into the trust.
2
Unlike a living trust, a "testamentary trust" takes effect when you die. It is usually tied to a will and can help eliminate or reduce estate taxes for your beneficiaries. A testamentary trust does not avoid probate.
3
Set up the trust once you have determined the type you need. Determine who you want as your trustee (the person responsible for ensuring that the terms of the trust agreement are carried out).
4
Consult with your bank, attorney or certified financial adviser.
5
Obtain the appropriate documents from your adviser (or purchase a software program to assist you) and complete them to set up the trust.
6
Fund a living trust. Identify which assets to include in your living trust. These are the assets over which you have control and wish to control during your lifetime.
7
Change the titles of these assets; you'll be putting them in the name of your trust.
Read more: How to Set Up a Trust | eHow.com http://www.ehow.com/how_2820_set-trust.html#ixzz0ysKZxbqK
Bsst~
Hap
Be aware that information on these sites may not be as complete as you would like. I had a client who had prepared a Power of Attorney on LegalZoom and the document was pretty much ok but they did not tell him that the document had to be notarized. This obviously caused him some problems.
Your parents really should have all of the following documents if they are establishing a living trust:
1. The living trust document
2. Pour over will
3. Springing or Durable Powers of Attorney
4. Health Care Surrogate (aka Medical Power of Attorney)
5. Living Will
Here in Florida we can easily find attorneys who will prepare all of the above for about $600 for a couple. At that price it makes no sense to it one's self. Perhaps the situation is similar where you live...