Are you sure you want to exit? Your progress will be lost.
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:
I recommend a professional Fiduciary. We are not talking financial adviser here; that's something different. If you have contact with an attorney who did papers for you they will be able, likely to provide you with a list of Fiduciaries in your area as Elder Law Attorneys have a whole list used when there is state guardianship. I know a Fiduciary well as he manages the assets of my bro's ex partner who lives in ALF and cannot handle own assets, etc. Average cost in State of Ca. around 90.00 an hour. Once all bills and accounts are arranged it seldom takes more than an hour, possibly two a month.
Absolutely ensure that the financial POA is a fiduciary (Fiduciary duties in a financial sense exist to ensure that those who manage other people's money act in their beneficiaries' interests, rather than serving their own interests.) As AlvaDeer suggested, a qualified attorney (Elder Care or perhaps Estate planning) should be used to set this up and s/he may be able to give you a list of qualified fiduciaries. In addition, every state will have their own "rules" regarding POAs, so it isn't a DIY project!
Medical POA should also be set up by a qualified attorney, however the person(s) assigned to this role should probably not be the fiduciary. You should be filling out forms regarding directives, aka what you would want do under the specified conditions (living will, my parents filled these forms out, but oddly they were not included with the other documents - at least I was aware they didn't want extraordinary measures.)
Please check this page and reference it as needed when you discuss your plans with an attorney:
Interesting that this link suggests naming the same person for financial and medical - best to run this by the attorney you use: https://www.nolo.com/legal-encyclopedia/durable-power-of-attorney-health-finances-29579.html
Again, I am at the beginning stages of planning so it's valuable to know that I should consider separate POAs for Health and Finance. Are there Fiduciaries who handle POA for Health, too?
Thank you for the information and the related sites for additional guidelines. It is good to know that there are others who are in similar situations and have planned accordingly. Much appreciated disgustedtoo.
A paid fiduciary. In CA they are licensed. I am NOT talking about a financial adviser here who will invest things in whatever makes him money. Fiduciaries work, primarily through the court when there is no one, or unsafe family members. They handle EVERYTHING. My bro's ex partner, who was taken care of by my bro, has a Fiduciary due to his alcoholic encepholopathy. The man has become a friend. He is wonderful. His pay is average about 90.00 an hour, but once things are set up it requires very little time per month to manage things. Call an attorney you know. They are familiar with fiduciaries because they get them appointed under court orders, and can recommend a good one in your area. Good luck.
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.
POA-Finance may be a professional fiduciary.
https://pfac-pro.org/find-a-fiduciary/role-of-a-fiduciary/
Medical POA should also be set up by a qualified attorney, however the person(s) assigned to this role should probably not be the fiduciary. You should be filling out forms regarding directives, aka what you would want do under the specified conditions (living will, my parents filled these forms out, but oddly they were not included with the other documents - at least I was aware they didn't want extraordinary measures.)
Please check this page and reference it as needed when you discuss your plans with an attorney:
https://www.nolo.com/legal-encyclopedia/choosing-health-care-agent-29939.html
Additional info:
https://www.nolo.com/legal-encyclopedia/living-will-power-of-attorney-29595.html
https://www.nolo.com/legal-encyclopedia/durable-financial-power-of-attorney-29936.html
Interesting that this link suggests naming the same person for financial and medical - best to run this by the attorney you use:
https://www.nolo.com/legal-encyclopedia/durable-power-of-attorney-health-finances-29579.html
Thank you for the information and the related sites for additional guidelines. It is good to know that there are others who are in similar situations and have planned accordingly. Much appreciated disgustedtoo.
https://www.aginglifecare.org/ALCA/About_Aging_Life_Care/Find_an_Aging_Life_Care_Expert/ALCA/About_Aging_Life_Care/Search/Find_an_Expert.aspx?hkey=78a6cb03-e912-4993-9b68-df1573e9d8af&gclid=EAIaIQobChMI9sK8pc3j7AIVmIvICh0TggCVEAAYASAAEgJLbvD_BwE