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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.
Share a few details and we will match you to trusted home care in your area:
If she is still competent enough to sign the papers with a lawyer on a good day, you should probably get the financial and medical POA done and ask what else you can do to prepare.
As a spouse, you are more likely to have joint accounts where either person can sign. Maybe your car titles are set up similarly. So maybe it will work out OK without the POA for a while.
However, there will still be situations where the POA could be needed. IRAs are always individual accounts. Home sale or refinance requires both signatures. Maybe there is a pension. Eventually there may be a bill you’d rather not sign for and be personally responsible for, like skilled nursing care.
Anything you are joint on, no. Everything else, yes.
If you are joint on a credit card, I would consider removing her or cancelling and getting your own card to lessen the chances of scamming and fraud.
For her Social Security you will need to become her Representative Payee.
Please consider that she needs to have a "back-up" PoA if you are close in age. Someone who is trustworthy, local, able and willing. Eventually you may start having physical or cognitive problems as well.
At the elder law attorney's office, they will probably take her aside to privately interview her for capacity and to make sure she isn't being coerced. The people who she wants as her PoAs will also need to be present, and should each get original copies of the PoA documents.
Then, make sure to submit the paperwork soon so that you don't have to do it in an emergency since some places take more time, like investment firms.
Roger, it is always a good idea to have these documents and a HIPAA release that never expires and is valid in any jurisdiction it is presented. It helps you advocate for your loved one.
If your wifes SS goes into the same account, I see no need to become her payee. I was able to write checks on my Moms account and never filed for payee.
POA is a great tool. But your wife needs to be competent to assign you.
Says it all. But our OP needs to know that his POA documents cannot be enforced unless and until wife is declared incompetent LEGALLY (quite a high standard).
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.
As a spouse, you are more likely to have joint accounts where either person can sign. Maybe your car titles are set up similarly. So maybe it will work out OK without the POA for a while.
However, there will still be situations where the POA could be needed. IRAs are always individual accounts. Home sale or refinance requires both signatures. Maybe there is a pension. Eventually there may be a bill you’d rather not sign for and be personally responsible for, like skilled nursing care.
If you are joint on a credit card, I would consider removing her or cancelling and getting your own card to lessen the chances of scamming and fraud.
For her Social Security you will need to become her Representative Payee.
Please consider that she needs to have a "back-up" PoA if you are close in age. Someone who is trustworthy, local, able and willing. Eventually you may start having physical or cognitive problems as well.
At the elder law attorney's office, they will probably take her aside to privately interview her for capacity and to make sure she isn't being coerced. The people who she wants as her PoAs will also need to be present, and should each get original copies of the PoA documents.
Then, make sure to submit the paperwork soon so that you don't have to do it in an emergency since some places take more time, like investment firms.
POA is a great tool. But your wife needs to be competent to assign you.