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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:
My Dad will be passing this spring into summer. Reference to his home would it be better to put in my name now and pay capital gains later. Or leave in his name and let it go through probate and attorney.
If I had to make that decision, I would leave the property in my Dad's name and wait until I inherit the property. Otherwise, as you had mentioned there would be capital gains. Is the house vacant or do you or family live in the house.
My Dad's house is vacant as he is now in Independent Living [same as your Dad as per your profile], but my Dad has the house on the market For Sale, that way he will have added funds to help pay his rent at IL. Plus home insurance carriers do not like to insure a vacant house, but the carriers will let you keep the house vacant as long as it is on the market For Sale.
Is your father getting Medicaid? If so, the house is an asset and shouldn't be subject to title transfer until Medicaid has been paid/made a claim on the house.
FF offers good advice. If your father is sole fee holder of the property, and if Medicaid isn't an issue, what you could do now is hire an attorney to prepare a Quit Claim Deed from your father to himself and you, as joint tenants with rights of survivorship. Record this now; when he passes, title will immediately vest in you.
In our experience, no probate was involved because there was no property to probate - title vested in my father after my mother died.
This should be done by an attorney though; title transfer in Michigan requires payment of transfer fees, so you'll want to minimize those, assuming your state has transfer fees as well. E.g., transfers of title into a trust weren't at the time we did this subject to more than I think just a minimum fee, or perhaps there was no fee at all.
If title were transferred at his death, the value of the house would be "stepped up" to value on the date of the sale. So there would be no capital gains then.
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.
My Dad's house is vacant as he is now in Independent Living [same as your Dad as per your profile], but my Dad has the house on the market For Sale, that way he will have added funds to help pay his rent at IL. Plus home insurance carriers do not like to insure a vacant house, but the carriers will let you keep the house vacant as long as it is on the market For Sale.
FF offers good advice. If your father is sole fee holder of the property, and if Medicaid isn't an issue, what you could do now is hire an attorney to prepare a Quit Claim Deed from your father to himself and you, as joint tenants with rights of survivorship. Record this now; when he passes, title will immediately vest in you.
In our experience, no probate was involved because there was no property to probate - title vested in my father after my mother died.
This should be done by an attorney though; title transfer in Michigan requires payment of transfer fees, so you'll want to minimize those, assuming your state has transfer fees as well. E.g., transfers of title into a trust weren't at the time we did this subject to more than I think just a minimum fee, or perhaps there was no fee at all.
If title were transferred at his death, the value of the house would be "stepped up" to value on the date of the sale. So there would be no capital gains then.