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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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Selling such items as bedroom furniture, dining room furniture and other miscellaneous pieces. Does medicaid include stuff like this during the 5 year look back?
I was never asked by Medicaid in NY to list any valuables in my mother’s house. So I’m not sure unless you did that, how would Medicaid know what is owned.
Valued items, including furniture, are not counted by Medicaid until sold for Cash prior to Medicaid’s look-back period. When sold for cash during the look back period, they become non-exempt and then must be listed as income or gifts. The cash goes toward mother’s care and not used anywhere else if transactions happen during Medicaid’s Look-back Period.
That’s why concise to the penny retain all receipts and bookkeeping at the bank accounts must be recorded and requires time to do. Beats federal jail time!
Look-back periods vary for each state. For example in CA, it goes back 30 months prior to Medicaid use for care.
No one can look athrough a crystal ball to determine when assisted care happens.
It’s a good idea to keep a bill of sale for each sold item, and here’s why:
Medicaid (especially for long term care) has strict rules around asset limits and transfers. Selling your parents’ personal property, like furniture, may be seen as conversion of assets, and Medicaid may ask for documentation to prove that the items were sold at fair market value—not gifted or sold under value. If your parents are applying for or receiving Medicaid, any financial transactions may be scrutinized under the look back period. Avoid penalties: If Medicaid finds transfers were made for less than fair market value, it could trigger a penalty period, delaying eligibility.
Bottom line: Keep a simple bill of sale for each sold item—just a short note with the item, date, price, buyer’s name and seller’s name/signature. It doesn’t need to be fancy, but it could save a lot of trouble later.
Beyond Medicaid: Disputes: If someone questions the legitimacy or fairness of the sale later—whether a sibling, caregiver or someone else—having a bill of sale will protect you. Transparency: Keeping records shows good faith, which is helpful in case of future legal or financial reviews.
Better to have records and not need them than the other way around.
I really can't see any harm in making up a bill of sale for anything you are selling on your parent's behalf, whether or not Medicaid will "need" them in the future.
It certainly might save you some heartache later on, however, if parents/other family members start to believe you got more money for the items than you actually did.
A simple "On (such-and-such date) I (your name) sold (buyer's name) the following item(s) for ($XXX amount of money), on behalf of (parent's name(s)). Items were sold "as is", with no warranties expressed or implied."
Then you sign/date it, and the buyer signs/dates it. This protects both buyer, seller and parents.
Yes, you do. Retain all receipts from sold items for each penny to report to Medicaid. Not doing so is breaking federal law. You may also ask a Medicaid expert and elder attorney.
Medicaid never asked me for an inventory of Moms house. Unless she has antiques and paintings worth thousands, I don't think they care. Most of my Moms stuff was given away. Brother took what he wanted. We did have to sell the house at market value. Any money you receive should be spent on Mom. No gifting.
It would not hurt to consult with an elder lawyer.
Please consult an attorney. If you are not POA and are not putting funds from sale in accounts of the owner of said sales then this is elder abuse. And yes, you must account for every penny of profit and have receipts for everything.
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.
So I’m not sure unless you did that, how would Medicaid know what is owned.
That’s why concise to the penny retain all receipts and bookkeeping at the bank accounts must be recorded and requires time to do. Beats federal jail time!
Look-back periods vary for each state. For example in CA, it goes back 30 months prior to Medicaid use for care.
No one can look athrough a crystal
ball to determine when assisted care happens.
It’s a good idea to keep a bill of sale for each sold item, and here’s why:
Medicaid (especially for long term care) has strict rules around asset limits and transfers. Selling your parents’ personal property, like furniture, may be seen as conversion of assets, and Medicaid may ask for documentation to prove that the items were sold at fair market value—not gifted or sold under value. If your parents are applying for or receiving Medicaid, any financial transactions may be scrutinized under the look back period. Avoid penalties: If Medicaid finds transfers were made for less than fair market value, it could trigger a penalty period, delaying eligibility.
Bottom line: Keep a simple bill of sale for each sold item—just a short note with the item, date, price, buyer’s name and seller’s name/signature. It doesn’t need to be fancy, but it could save a lot of trouble later.
Beyond Medicaid:
Disputes: If someone questions the legitimacy or fairness of the sale later—whether a sibling, caregiver or someone else—having a bill of sale will protect you. Transparency: Keeping records shows good faith, which is helpful in case of future legal or financial reviews.
Better to have records and not need them than the other way around.
It certainly might save you some heartache later on, however, if parents/other family members start to believe you got more money for the items than you actually did.
A simple "On (such-and-such date) I (your name) sold (buyer's name) the following item(s) for ($XXX amount of money), on behalf of (parent's name(s)). Items were sold "as is", with no warranties expressed or implied."
Then you sign/date it, and the buyer signs/dates it. This protects both buyer, seller and parents.
It would not hurt to consult with an elder lawyer.