Are you sure you want to exit? Your progress will be lost.
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.
✔
I acknowledge and authorize
✔
I consent to the collection of my consumer health data.*
✔
I consent to the sharing of my consumer health data with qualified home care agencies.*
*If I am consenting on behalf of someone else, I have the proper authorization to do so. By clicking Get My Results, you agree to our Privacy Policy. You also consent to receive calls and texts, which may be autodialed, from us and our customer communities. Your consent is not a condition to using our service. Please visit our Terms of Use. for information about our privacy practices.
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:
In New York State, there are a number of pooled Special Needs Trusts where, as the name indicates, the money from many individuals is pooled and invested. The funds are tracked separately, however. There is an administrative fee associated with handling the funds and requests for reimbursement are made through the administrator. Interest is applied to each account, the same as it would be in an individual SNT. It is the administrator's responsibility to know the rules and is being paid to keep up on any changes. This may be something to consider, if you have that option where you are.
BarbBrooklyn, Agree with you...do not attempt a SNT without the advice of a lawyer! Hadnuff, What are your goals you want to achieve? Get that info ready for the lawyer. The lawyer can advise you if there are other vehicles (trusts) that would better serve you or your loved one's needs. Such as a Miller trust, etc. These are all designed with the financial planning as a whole in mind.
I have reviewed SNT's for my dH, and maybe one is needed, but we don't have a huge amount to open one, $250,000 in assets, they say. And second, since we need to use all of our money I found the restrictions for us prohibitive.
This is not to discourage you at all from seeking a SNT, but no one cares more about your own funds than oneself.
Impressing on me is the number of trusts set up that have never been funded. Don't know why that is....
If I recall correctly, Barbara is the trustee of a special needs trust that her mom set up for her disabled brother.
For a couple of years, I was one of three trustees on a special needs trust that an elderly friend set up for her grandson. We had an eldercare attorney advising us every step of the way and I have to assume that the young man's brother, who is trustee now, also has a lawyer to do this.
The lawyer that set up the trust said that SSI rules don't change that much. I could consult her for an occasional question. Trying to preserve as much of brothers money as I can. So I don't want to pay a lawyer to help. I will use the bank financial person for help in planning investments. But wanted to just talk to someone else in my situation. Never was in charge of a trust before.
Does he have SSI or SSD? Two different things. I am the trustee of a Special needs trust. I had it set up to protect nephews insurance money from my sister. Without it, he could not have gotten SSI it SSD. He would have had to spend the money down. SS and Medicaid are aware of the trust but cannot use it in predicting qualification. I have never been asked how it is being spent. I was told that it can't be used for housing or food. That is what SSI and SSD are for. The only way my handling of the trust would be questioned is if my nephew or beneficiary questions it. I keep receipts of all that is spent which is all for him. All Medicaid asks of me is a copy of the statement when I refile.
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.
Agree with you...do not attempt a SNT without the advice of a lawyer!
Hadnuff,
What are your goals you want to achieve? Get that info ready for the lawyer.
The lawyer can advise you if there are other vehicles (trusts) that would better serve you or your loved one's needs. Such as a Miller trust, etc.
These are all designed with the financial planning as a whole in mind.
I have reviewed SNT's for my dH, and maybe one is needed, but we don't have a huge amount to open one, $250,000 in assets, they say. And second, since we need to use all of our money I found the restrictions for us prohibitive.
This is not to discourage you at all from seeking a SNT, but no one cares more about your own funds than oneself.
Impressing on me is the number of trusts set up that have never been funded.
Don't know why that is....
For a couple of years, I was one of three trustees on a special needs trust that an elderly friend set up for her grandson. We had an eldercare attorney advising us every step of the way and I have to assume that the young man's brother, who is trustee now, also has a lawyer to do this.