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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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I consent to the sharing of my consumer health data with qualified home care agencies.*
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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:
Unless she has an estate over 12 million dollars she won’t have a federal estate tax. Most states don’t have an estate tax either. So check with both states and also a tax advisor.
But re reading, if she is currently a resident in another state then she is a resident of that state, not where she WAS a resident. It is where SHE is. Not where, say, her home is. If she gets mail at her current residence and votes, etc, then that is where she is a resident.
Unless she is on Medicaid, it may not be too late to create a trust for her assets and avoid probate fees and taxes. Be sure to look for a qualified attorney who specializes in elder/estate law. Any attorney can help you but if they are not up on the latest changes in laws they may leave some loose ends that cost you later.
They may owe taxes in either or both the state of residence and the state where any property is located.
For example, a person with a 200,000 home in OR will owe OR estate tax, if their total estate is more than 1,000,000, which is the OR limit, even if they live in another state and none of their other assets are in OR. Paying to have the return prepared will be expensive too.
If you are assisting with estate planning or expect to be the executor of a large estate, consult an estate tax attorney specializing in each state where real estate is owned and in the state where the person is expected to reside (e.g., where they sleep for more than half the days of the year). State law will explicitly define residency.
What I have been told is: you have to pay estate tax/follow estate rules in the state that you declare residency.
Do they file state income tax forms? If so, do they declare they are a resident on that form? If so, then that is the state that the estate tax is filed and paid.
Do they own property in multiple states? In that case, then estate forms would have to be filed in each state.
Do they have valid state ids or driver's license? Does it have a gold star? Then that could influence what state is residency.
However, the best answer is: consult an estate attorney.
P.S. If your parents have a decent amount of wealth, it would be wise to also contact a CPA to review tax laws.
Lizziesmith84: The taxes are paid in the state that the parent resides in/files their state income in, if indeed they file an income tax return. Do they plan to return to the state that they're renting a memory care room in?
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.
At the time of her death, her house had been sold. I don't know if that would have made a difference.
Where does she file taxes?
Also, most states that have estate taxes collect them only on estates with several million dollars:
https://www.urban.org/policy-centers/cross-center-initiatives/state-and-local-finance-initiative/state-and-local-backgrounders/estate-and-inheritance-taxes
For example, a person with a 200,000 home in OR will owe OR estate tax, if their total estate is more than 1,000,000, which is the OR limit, even if they live in another state and none of their other assets are in OR. Paying to have the return prepared will be expensive too.
If you are assisting with estate planning or expect to be the executor of a large estate, consult an estate tax attorney specializing in each state where real estate is owned and in the state where the person is expected to reside (e.g., where they sleep for more than half the days of the year). State law will explicitly define residency.
Do they file state income tax forms? If so, do they declare they are a resident on that form? If so, then that is the state that the estate tax is filed and paid.
Do they own property in multiple states? In that case, then estate forms would have to be filed in each state.
Do they have valid state ids or driver's license? Does it have a gold star? Then that could influence what state is residency.
However, the best answer is: consult an estate attorney.
P.S. If your parents have a decent amount of wealth, it would be wise to also contact a CPA to review tax laws.
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