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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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There isn't any info on your profile re: Mom - My questions are: 1. Was the home ever in her name? If so, how long ago, there's a 5 year look back. 2. Is the medicaid for her? If so, and the home was never hers, then I don't believe there should be a problem, but please do get more input regarding this. Sorry I couldn't help more!
My Mom (95) lives in the house next door, which we own. She pays only enough to cover the main expenses. I have an itemized rent invoice (that you can make in Pages or Word) that breaks down what her rent fee covers: prop taxes, insurance, utlities, repairs/maint., etc. along with each individual cost. It's about $725 p/mo. I have it auto transfer from her checking account to mine with the notation that it is Rent for XX Month. The amount stays the same all year, transfers on the same day of the month, then I review the house expenses at the beginning of the new year to make adjustments to the new invoice. I didn't go so far as to have an actual signed lease with her, but I'm sure it can't hurt to have one. You just want to avoid any unexplained movement of her money that would cause Medicaid to think it was "gifting". Everything should have a receipt, or explanation for a paper trail.
Did you buy/get the house from your Mom originally? If so, how did this change of ownership happen and when?
Do you know that Medicaid (in most states) only covers LTC and not AL or MC? LTC is deemed as medically necessary by a doctor and usually means one is bedridden or ill/injured and cannot do any ADLs. So, even if your Mom is very elderly, she may not medically qualify for Medicaid until this happens. Then she will need to qualify financially as well.
For LTC Medicaid program, in my experience, the caseworker is looking for expenses and patterns of those said expenses to see if it makes sense. A flat rate each & every month of $685 makes sense for “rent” or for “room & board”. HOWEVER! what I’d be more concerned about is how you & hubs are reporting the $8,220.00 a year for your own taxes. Doing rental properties has it s own set of tax filings, depreciation done, etc. To me, it would be worthwhile to find a CPA this summer to have a plan on this years taxes, if it has not been done to factor in rental property income.
Agree. We have a CPA do our personal taxes. Even though the rent is "pass through" (ie isn't making a profit) there are things that have to be considered along with the rest of your filing info.
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.
1. Was the home ever in her name? If so, how long ago, there's a 5 year look back.
2. Is the medicaid for her? If so, and the home was never hers, then I don't believe there should be a problem, but please do get more input regarding this. Sorry I couldn't help more!
Good luck to you all!
Did you buy/get the house from your Mom originally? If so, how did this change of ownership happen and when?
Do you know that Medicaid (in most states) only covers LTC and not AL or MC? LTC is deemed as medically necessary by a doctor and usually means one is bedridden or ill/injured and cannot do any ADLs. So, even if your Mom is very elderly, she may not medically qualify for Medicaid until this happens. Then she will need to qualify financially as well.
HOWEVER!
what I’d be more concerned about is how you & hubs are reporting the $8,220.00 a year for your own taxes. Doing rental properties has it s own set of tax filings, depreciation done, etc. To me, it would be worthwhile to find a CPA this summer to have a plan on this years taxes, if it has not been done to factor in rental property income.