Caregivers Article


Losing a Spouse or Parent

You may be overwhelmed with grief right now. You may want to leave the administrative matters for a later day. But there are notifications and legal steps that should not be postponed.

  • Make funeral and burial arrangements.
  • Obtain several copies of the death certificate.
  • Gather relevant documents, such as the will, insurance policies, trusts, and stock, bank account and annuity statements.
  • Contact the Social Security Administration (if the deceased was an eligible recipient).
  • Send a notification and death certificate to the director of health services (if the deceased was a AHCCCS recipient) within 90 days after the death.
  • Notify any life insurance companies of the death.
  • Contact the trustee of any trust and/or the attorney who prepared it.
  • Contact the executor of the will and/or the attorney who prepared it.
  • Call the administrator of the decedent’s pension plan.
  • Notify the decedent’s banks and financial institutions.
  • Contact credit card companies.
  • Be sure that insurance or Medicare claims have been processed before paying any medical bills.

Comments:

QUESTIONS

  • if I pay for a friend to bring in food and she charges a small fee for preparation -is she considered an employee and do I need to pay taxes?
  • Is it legal for a caregiver to take funds from their patients and can you give case precedents? Also does this apply to power of attorney too?
  • If a single adult is injured and unable to make any decisions, will the court appoint a family member to become their guardian? If so, how is this done?
  • I have been taking care of my boyfriends dad 24/7 for over a year and was promised i would be paid when they were able establish Gardianship.and access his accounts what do i need to have as proof that i took care of him.
  • Can a sister who has power of attorney,request that the assistant living facility where our elderly mother resides, take my name(mother's son) off of the emergency / hospital notification list? What is the legal procedure to get this reversed?
  • Can a person file a order of protection on a live in caregiver and we believe they did this to put the lady I care for in a nursing she is so stressed out over this its causing alot of problems witb her health what can we do to stop this

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  • How do we change the guardianship of my mentally disabled bother from my mother who is now ill herself, to another family member? Also is it possible to have more than one guardian? This would help to prevent this situation in the future if it was possible.
  • Do I need long-term care insurance?
  • I have had my elderly parents living with me for the last 2.5 years. We have had to buy a larger house to accommodate them plus our children. How much of the household expenses (mortgage, utilities, food, etc.) can they contribute to (they have IRA's and social security) without a tax problem for me. I do not claim them as dependents on my taxes.

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FIND LEGAL HELP

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OTHER LEGAL RESOURCES

  • State Bar of Arizona
    www.azbar.org
  • Maricopa County Bar
    www.maricopabar.org
    Referral number 602-257-4434
  • Pima County Bar
    www.pimacountybar.org
    Referral number 520-623-4625
  • National Domestic Violence Hotline
    800-799-7233
  • Bankruptcy Court Self Help Center
    866-553-0893
  • Certified Legal Document Preparer Program
    Link

ORGANIZATIONS

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LINKS

Arizona Office of the Attorney General

Arizona Department of Economic Security

Social Security Administration

Arizona Health Care Cost Containment System (AHCCCS)

Area Agency on Aging

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