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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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RonJul, I'm not sure what your question is but assume it arises from the fact that apparently there aren't any liquid assets to be disbursed (or from which to pay end of life financial obligations), and that as Co-Executrix you would face financial challenges, and/or might have to pay from your own funds?
First, you're not obligated for the latter; end of life obligations not titled in heirs' names don't attach to Executrix/tor, or Personal Representatives as they're known in some states.
Second, and perhaps more important depending on your father's state of Alzheimer's, the will may not be valid, depending on your father's mental status at the time of execution. Had he been diagnosed with Alzheimer's, or was this a supposition?
Who handled preparation and execution of the Will? A qualified estate planning attorney? Elder law attorney? I hope your father didn't create and execute the Will all by himself.
Third, as to "funding", that usually refers to a Trust, through which assets are retitled from individual or joint names to the specific name of the Trust. There may be laws addressing this since I worked in this area years ago, so my response is qualified by that possibility.
Fourth, how are assets titled now? Is there a home involved? (for some reason, I can't get profile information; the screen just freezes, so I can't tell where your father is now, i.e., at home, in a facility, or where.) If there is a home, and/or financial assets (stocks, bonds, etc.), were they in your father's name but now retitled to include your step-mother? And jointly?
I think your concern might also be that these assets will pass directly to your stepmother, and none to the heirs, so there really would be nothing in his estate?
Fifth, how did he "give" all his money to your stepmother? Did he cash in assets, or retitle them? If the latter, this also depends on his mental status given his dementia.
Sixth, what's your bottom line concern? Remaining assets for others in the family, or assets to pay for his last expenses?
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.
First, you're not obligated for the latter; end of life obligations not titled in heirs' names don't attach to Executrix/tor, or Personal Representatives as they're known in some states.
Second, and perhaps more important depending on your father's state of Alzheimer's, the will may not be valid, depending on your father's mental status at the time of execution. Had he been diagnosed with Alzheimer's, or was this a supposition?
Who handled preparation and execution of the Will? A qualified estate planning attorney? Elder law attorney? I hope your father didn't create and execute the Will all by himself.
Third, as to "funding", that usually refers to a Trust, through which assets are retitled from individual or joint names to the specific name of the Trust. There may be laws addressing this since I worked in this area years ago, so my response is qualified by that possibility.
Fourth, how are assets titled now? Is there a home involved? (for some reason, I can't get profile information; the screen just freezes, so I can't tell where your father is now, i.e., at home, in a facility, or where.) If there is a home, and/or financial assets (stocks, bonds, etc.), were they in your father's name but now retitled to include your step-mother? And jointly?
I think your concern might also be that these assets will pass directly to your stepmother, and none to the heirs, so there really would be nothing in his estate?
Fifth, how did he "give" all his money to your stepmother? Did he cash in assets, or retitle them? If the latter, this also depends on his mental status given his dementia.
Sixth, what's your bottom line concern? Remaining assets for others in the family, or assets to pay for his last expenses?