Paperwork when LO moves to AL/MC in a new state
Comments
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Hi, DDN, welcome!
Mom moved to VA from NY for MC, but she had no real property. We did change her address of residence to the MC, but my brother, whi handled all the finances, made sure all bills, insurance papers, tax work, and the like, came to him. He was both the mailing and billing address, (Mom c/o Bro), but her residence was her MC.
For photo ID we used her expired and unused NY driver's license; never had a problem. I would imagine that it would have been amusing to the funeral director I spoke to when doing pre-arrangements as soon as she moved, had her residential address been several states away! (Mom wished to be cremated immediately, with the ashes then transported to her town of origin, where her gravesite had been waiting since her mother purchased it near the rest of the ancestors.)
You say you plan to sell the house in a couple of years? If it were I, I'd look into pros and cons of selling before she has passed as against after her passing. There must be some legal fun in that However, I've never been in that situation. MIL died in her own house, so her kids sold it after her death, of course. I wasn't in on all the details of that.
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You might want legal guidance on this. Our CELA suggested changing it asap.
We changed my parents' address as soon as we decided they were going to stay in PA and my mom signed a lease on their temporary apartment. We changed their address and registered them to vote. We sold their primary residence in MD a few months later and their winter digs the next year. Mom swapped out her license after the sale of the MD house and registered the cars/changed the insurance policy on them, dad never turned in his FL license. I contacted their CPA in MD to do their taxes one final time and mailed back their auto tags.0 -
When my mom moved to my state (I kept her home for 3 years to avoid capital gains) everything was addressed to MOM c/o me and my address. Nothing was sent to the AL or the MC since I would have had to keep track of the paperwork going there. Directly to me was best.0
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The user and all related content has been deleted.0
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I totally agree with Rockym.
When my mom (88) and her companion, Jim (97) moved out of our mother-in-law suite to independent living, I kept their address at our house. I anticipated future moves for them and didn't want to go thru multiple address changes. At that point I was already taking care of the mail, bills, etc. anyway. Well as expected, they subsequently moved together to 2 different ALs and after organizing those 3 relocations in 2 years - they are now back in our house again making that the 4th move. Needless to say, I'm glad I never redirected their mail.
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Wow, Seeking. We would be interested in hearing ‘the rest of the story.’0
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LOL......and I promise I will do just that.....later today....I'm on my roller skates at the moment!0
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I had a few paragraphs written and then my computer went down and I lost it. It will take awhile longer to rewrite it. Hopefully I'll be back soon......0
Commonly Used Abbreviations
DH = Dear Husband
DW= Dear Wife, Darling Wife
LO = Loved One
ES = Early Stage
EO = Early Onset
FTD = Frontotemporal Dementia
VD = Vascular Dementia
MC = Memory Care
AL = Assisted Living
POA = Power of Attorney
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