Paperwork when LO moves to AL/MC in a new state

DDNNYC

At the beginning of this year, PWD moved to MC in a different state from where her home is located, but she still owns the original home.  Her drivers license is from her home state  and was recently renewed just for ID purposes (she doesn't have a car or drive anymore). We will probably get around to selling her home in a year or so.  For now I've changed the mailing address on most of her accounts to my address, but I'm wondering if there is any need or obligation to officially change her address to the MC facility for ID purposes, medicare planning, tax purposes, or anything else and if so, should we do this ASAP or just wait until after we sell her home.  Any advice?

zauberflote

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.

harshedbuzz

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.

Rockym

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.

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SeekingSerenity

  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.

Marta

Wow, Seeking. We would be interested in hearing ‘the rest of the story.’

SeekingSerenity

LOL......and I promise I will do just that.....later today....I'm  on my roller skates at the moment!

SeekingSerenity

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......