The Arbor Company The Arbor Company AdvantageA d v a n ta g e News of The Arbor Company Advantage is spreading all over town. When it comes to your loved one, nothing but the Superior Senior Living best will do. The Arbor Company is proud to offer quality, state-of-the-art senior living residences. You will find, as othersA progressive and responsive approach have, that The Arbor Company Advantage means the best in to the needs of our seniors and the compassionate care for your family member — and this care is environments in which they live. what sets us apart from the rest. a Arbor Terrace offers superior senior living services including assisted living and memory care, and: • Has licensed nurses on staff to help give you the clinical assurance that our residents are receiving the best possible care • Offers on-site Therapy and Rehabilitation through an outside provider • Has two specially designed neighborhoods to meet the needs of residents with early memory loss, Alzheimer’s disease and other memory disorders • Conducts Personal Affordability Assessments, including: • Cost Comparisons and Tax Deductibility Information • Veterans Assistance and Financing Options13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
Sickles Ehrlich Rd. 582 High School Citrus 589 Park Town Center Mall Gunn Hwy Sheldon Rd 589 N Veterans ExpyWE SWestchase W Linebargh Ave To 589 Town & Country Hospital To Tampa International Airport Arbor Terrace is conveniently located in the heart of the Citrus Park and Westchase neighborhoods of Tampa. a
Choose the care you need. Arbor Services & Care LevelsKnow it will be the best. Arbor Terrace takes pride in providing exceptional service a and care for our residents and their families. Our goal is to help residents create the lifestyle they want and provide the quality of care they need. Each resident’s actual level of care is based on a personalized needs assessment. All Arbor Terrace residents enjoy Arbor Living services and amenities which include: • Choice of a variety of spacious floor plans with kitchenettes including countertops and cabinets, a full size refrigerator and sink • All utilities except telephone and cable TV • Three nutritious, chef-prepared meals served in our beautiful Longboat Key Dining Room, plus snacks available throughout the day • Emergency call system • Twenty-four hour access to professional staff • Access to Arbor Terrace’s Wellness Program, supervised by a licensed nurse • A variety of stimulating activities and social events led by a full time Engagement Director • Scheduled medical appointment and shopping transportation • Weekly housekeeping and laundering of bed and bath linens • Routine upkeep and maintenance of grounds, common areas and apartments13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
Our four levels of care At Arbor Terrace, we offer levels of care to our Assistedfor assisted living let you choose Living residents to ensure that residents receive individualized the right amount of assistance assistance. Our Resident Care Director, a licensed nurse, determines the appropriate level of care for each resident by at just the right time. completing a comprehensive assessment of each resident’s individual abilities and needs. (These assessments are reviewed a routinely, or as a resident’s condition changes, so that a resident’s needs and staff assistance are always aligned.) Within each care level, we customize care to help each resident maintain his or her highest level of independence and ability. Because no two residents are the same, the following descriptions provide only general overviews of our levels of care. Arbor Supportive Living Designed for those who need minimal to moderate assistance with the essential activities of daily living such as bathing and grooming. Arbor Enhanced Living Designed for those who need moderate to full assistance with many activities of daily living, as well as limited assistance with reminders and social support. This level does not include continence management. Arbor Comprehensive Living Designed for those who need full assistance with most activities of daily living and greater assistance with reminders or social support but not the structured environment of the Bridges Program or Evergreen Memory Care Program. This is an all- inclusive rate which includes medication management and continence management. Arbor Comprehensive Living Plus Designed for those who need maximum assistance with all activities of daily living and full assistance with reminders, redirection and social support. This is an all-inclusive rate which includes medication management and continence management.
Proactive Restorative and Memory The Bridges & Evergreen Programs Care at Arbor Terrace The Bridges Program is designed for those who are “in a between” the need for senior living and enhanced memory care services, but benefit from an environment that provides For Residents who need specialized care in prompts and schedules to help make the most of each day.coping with Alzheimer’s disease and other related dementias, the Bridges and Evergreen Programs The Bridges Program includes a custom-designed neighborhood provide support twenty-four hours a day. Bridges and all Arbor services, plus these special care services:and Evergreen accommodations reflect the overallgracious design of Arbor Terrace, but recognize the • Caring staff, trained with The Arbor Company’s state-of-unique needs of these residents and their families. the-art cognitive care training curriculum • Medication management provided by professional staff • On-site Alzheimer’s Support Group • Dementia and transitional care counseling for families • Monitored entries and exits • Daily programming geared toward preserving independence and self-value, while at the same time providing “just right” support and guidance to fill the day with friendly and familiar experiences The Evergreen Program is equipped with staff specially trained to understand the progression of memory disorders and to care for those with memory impairments. The Arbor Terrace leadership team and staff work together to provide individualized programs for each resident’s unique needs and abilities. The Evergreen Program includes a custom-designed neighborhood and all Bridges services, plus these special care services: • Individual plan of care for each resident • Specialized dining program (see reverse for details) • Daily programming allowing opportunities to transition through the day in an appropriate environment and geared toward meeting individual needs and providing meaningful moments13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
Dining with Dignity Dining With Dignity a Enriching the daily dining experience for our residents is always top of mind! Our mission is to offer dining options that meet our Enriching the daily dining experience residents’ nutritional needs while allowing them to maintain the for our residents is always top of mind! independence and dignity they deserve. Our mission is to offer dining optionsthat meet our residents’ nutritional needs Dining with Dignity is a unique program that uses specific while allowing them to maintain the preparation techniques to create food options that hold the same independence and dignity they deserve. nutritional value as a regularly prepared meal, but in a form that allows residents to maintain independence and dignity. Here’s more information on our Dining with Dignity preparation technique, called Grind Dining: • Use of ground ingredients, allowing for easier chewing and swallowing • Prepared in bite-size offerings, eliminating the need to use utensils • Offered in an elegant plate and table presentation, setting the right environment to maintain an enjoyable experience Through this unique preparation and presentation, here are the benefits we’ve seen for residents who enjoy the Dining with Dignity program: • Preservation of independence and dignity. Residents who once needed assistance during meals due to their inability to use utensils are now able to use their hands in a dignified way to eat more independently. • Increased nutritional value. Using the Grind Dining preparation technique, the top sources of protein, such as meat, can be included in each meal in a way that is easy to handle and consume. No more mushy, unrecognizable foods! • Better clinical outcomes. There can be several reasons why a resident may need the Dining with Dignity program, including someone who is progressing further with dementia or someone who has another medical condition that makes eating difficult. Regardless of the reason, Dining with Dignity allows more nutritional consumption, decreased weight loss, and the presentation allows residents to eat in a more dignified manner, increasing socialization. We believe that our Dining with Dignity program is one of the many aspects of our Engaged Living Program that sets us apart from the rest.
Amenities & Engaged LivingStimulate the mind. Strengthen the body. Along with providing exceptional service and care, Arbor Terrace also offers many upscale amenities to meet the needs Invigorate the spirit. of our residents. Residents can choose from a variety of opportunities and participate in as much or as little as they These are the keys desire. to a more fulfilling life. Concierge Services. Friendly staff are available to assist you throughout the day, seven days a week. a Longboat Key Dining Room. Offering chef-prepared favoritesAlong with providing exceptional service and care, that appeal to the most particular tastes. A private dining Arbor Terrace also offers many upscale amenities room is also available for special celebrations and holiday to meet the needs of its residents. In addition to events. luxurious accommodations, Arbor Terrace offers a full array of amenities and activities. Residents Living Rooms and Library. Where you can settle down on a can choose from a variety of opportunities and comfortable couch with a good book or magazine. participate in as much or as little as they desire. Citrus Park Lifestyles Room. Where you will find an array of activities taking place from morning exercise to board games and Wii Bowling. Siesta Key Salon & Spa. A place where residents can be pampered with hairstyling and other salon services. Ybor City Bistro & Cafe. The ideal place to gather with friends or family to enjoy a glass of wine or a hand of bridge. The Tampa Theater. A place where you can pick up a bag of popcorn and catch a double feature. Cyber Senior Center. Where you can check your e-mail, send a fax, surf the Internet or stay connected with friends and family with virtual visits. Back Patio and Courtyard. A place to participate in a gardening activity with friends or take a leisurely stroll surrounded by trees and beautiful flowers. Transportation. An Arbor Terrace shuttle is available for scheduled outings and planned medical appointments.13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
EngagementCreating meaningful and lasting relationships is at the heart of what we do. That’s why we’ve created a programspecially designed to allow us to engage and enrich the health and spirit of each resident. We call it Engaged Living.Our Engaged Living Program is anchored in four facets of daily life: • Deep Connections. Who we are and how we spend our days • Resident Care. How we take care of ourselves - physically, cognitively, emotionally and spiritually • Dining. What and when we eat and how we make dining enjoyable • People. Who we are surrounded by and how they support us — friends, family and co-workersThrough this unique program, our staff are able to create meaningful moments, not only through the great carethey provide, but through structured activity programs and spontaneous interactions, filling each day with theright balance of purpose, meaning and fun.Deep Connections Resident CareCareful consideration of each resident’s background It’s our goal that every resident remain as independentas well as physical and cognitive needs allows us to and active as possible. To do that, we understandstructure the day for each individual. Overseen by a the need to offer a balance of programs that helpdedicated Engagement Director, our activity program each resident make the most of their day. Throughoffers a tiered approach to meet the needs of residents partnerships within the local community, we are ableno matter where they are in their journey. Each to offer a variety of programs to maintain physical andprogram offers the “just right” balance of structure and cognitive functioning while providing a balance tospontaneity, filling the day with meaning and purpose, meet other social and spiritual needs.as well as fun. Here are our three distinct activityofferings: Dining • Legacy. Included as part of the Assisted Living Enriching the daily dining experience for our residents care levels, this program provides weekly and is always top of mind! Our mission is to offer dining monthly activities that keep the mind and body options that meet our residents’ nutritional needs in active, allowing for time alone to sustain outside an environment that is relaxed and enjoyable. Ask connections. more about our Dining with Dignity program for those suffering from dementia or other medical conditions • Bridges. A unique program designed for which may affect dining. residents who are experiencing cognitive challenges, but do not yet need our memory People care neighborhood. This program provides We recognize and value the hard work and dedication structured, daily programming geared towards of our staff. It’s because of them that your loved one preserving independence and self-value while at receives the best possible care. As part of the Engaged the same time providing the “just right” support Living Program, all staff are specially trained to use and guidance to fill the day with friendly and a positive approach during every interaction, using familiar experiences. verbal and non-verbal communication techniques to care for and engage residents at all times. We support • Evergreen. A specially designed memory care staff in building these skills through our Cognitive neighborhood providing structured, daily Care training program. programming offered within an environment that meets the individual sensory needs of each resident.
Experience CountsRemember how nice it is to be with Arbor Terrace is managed by a team of experienced people who love their work? professionals who make Arbor Terrace very unique. Both Our staff feels that way. residents and their families enjoy peace of mind, knowing that the Arbor Terrace staff is providing the best in life — with a a smile. That’s Arbor Terrace hospitality.Traci KiklicaExecutive DirectorTraci brings nearly 20 years of experience in the senior living and hospice industry. Shehas a passion for senior citizens and for providing them with dignity, independence,respect and quality of life. She also understands the challenges facing caregivers as theystruggle to care for aging parents, while trying to maintain balance in their own life.Traci has held a variety of roles including operations, sales and marketing, and humanresources. Traci continues to be honored to serve a population for which she has greatcompassion, and to work with a team who strive every day to make a positive difference inthe lives of seniors.Diane McGauleySenior Care CounselorDiane has worked in the senior living industry in Florida for more than 20 years helpingto educate and be a resource to families looking to find the right community and optionsavailable for their loved ones. Since 2006 she has had the pleasure of working with theArbor Company at the highly regarded Arbor Terrace of Largo community. She is veryexcited to be a part of the team introducing our new Citrus Park location while sharinghow the Arbor Company makes the difference and deep connections in the lives of ourresidents and families .13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
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Floor Plans Family visits turn a house into a home. aComfortable surroundings are everywhere at Arbor Terrace, from our spacious apartments to our beautifullylandscaped grounds. A choice of apartment styles ensures that you or your loved one will enjoy a livingarrangement that promotes independence and meets individual tastes and desires. At Arbor Terrace, eachresident decorates his or her own apartment with personal furnishings and accessories so that it trulybecomes a place to call home.The convenience of having regular housekeeping and maintenance is included.Typical Common Area Finishes PaintCarpet FurnitureFlooring Lighting 13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
Assisted Living & Bridges Floor PlansTh e H a m p t o n T h e W e s tc h a s e Private Studio Private One Bedroom Approx. 386 Sq. Ft. Approx. 547 Sq. Ft. Th e Hy d e Pa r k Semi-Private Companion Suite Approx. 547 Sq. Ft.
Assisted Living Floor Plans Th e S e m i n o l e Large Private Studio Approx. 596 Sq. Ft.Typical Apartment Finishes CarpetPaint Lighting Flooring
Evergreen Floor PlansTh e H a m p t o n Th e Hy d e Pa r k Private Studio Semi-Private Companion Suite Approx. 386 Sq. Ft. Approx. 547 Sq. Ft.13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
Satisfied families and friends agree… Arbor Terrace has made the difference!“Thank you again for your support and assistance with both parents. We have a huge burden off ourshoulders and cannot thank you enough.” - Family Member“Everyone was extremely helpful (during our move) and they still are. We are extremely satisfied with thecare at Arbor Terrace.” - Family Member“We moved our mother into the Evergreen (memory care) neighborhood at Arbor Terrace fromanother local community. She is a new person, much happier, and all of our stress levels have droppeddramatically.” - Family Member“Your employees are your very best asset! We are so pleased with everything about Arbor Terrace!” - Family Member 13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
Arbor Terrace Charter Club As a depositor at Arbor Terrace, you will be considered an elite Charter Club Member. This distinction is reserved for the second group of 20 depositors who move in within 30 days of opening. As a Charter Club Member, you will enjoy a cost savings of up to $2,000 including discounted community fees and many other benefits. As a Charter Club Member, you are entitled to: • Community fee discount of $1,000 • Up to $500 off moving expenses • Special icon on nametag and apartment door plaque13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
Rental Wait List & Reservation FormThank you for your interest in Arbor Terrace. A deposit of $500 places you on our waiting list and isfully refundable until you select an apartment. At that time, an additional $1,000 is required to hold theapartment of your choice. Upon the selection of your apartment, the total amount of $1,500 will thenbecome non refundable.We are excited that you will be a part of our beautiful new community, and we look forward to seeing yousoon. Please complete the following information. This completed form, along with your $500 deposit willplace you on our waiting list.Resident’s Full Name: Resident or Responsible Person’s Current Address: Special Comments: Responsible Person’s Signature: Arbor Terrace Representative’s Signature: Date Signed: 13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
Respite ProgramArbor Terrace offers a unique Respite Program that allows you or your loved one to enjoy the full servicesand amenities of Assisted Living without becoming a full time resident. Our Respite Program offers thefollowing:Day Program. For those who are not quite ready to leave their home, but could benefit from dailysocialization.Rehabilitation Program. For those who are recovering from a medical procedure and requireadditional care through the recovery process.Vacation Stay. For those whose caregivers are on vacation or need a break and are not able to stay intheir home alone.Services • Assessed Assisted Living or Alzheimer’s care services to include: bathing, dressing, toileting, medication and behavior management • Three meals daily, served in our dining room, plus snacks • Furnished apartment • Weekly housekeeping and laundry services • Scheduled activities programBenefits • Socialization and companionship • Security and care assurance • Nutritional oversight and enhancement • Sample of assisted living lifestyle and how loved ones will adjustRequired for Admission • Physician’s statement, provided by Arbor Terrace • Obtain an up-to-date (completed within the past 30 days) tuberculosis skin test or chest X-ray • An assessment by the Arbor Terrace Resident Care Director or Evergreen Program Director • Required admissions paperwork including the Respite Agreement 13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
Considerations Before MovingWe understand that finding the right senior livingcommunity for your loved one is extremely important.That’s why we encourage you to compare us to ourcompetition.To start off, here’s our commitment to you:As a community of care givers, we are here for one purpose: toengage and enrich the health and spirit of our residents. We honorindividuality and celebrate each person’s unique life through deepconnections with our residents and families.We create delightful surprises and meaningful moments within asafe and caring community.We listen, we respond, we care. Arbor TerraceFirst ImpressionsThe exterior of the building is well maintained.The community feels like home.I was welcomed in a warm and gracious manner.CommunicationAll of my requests are responded to within 24 hours.I feel staff communication is clear and delivered in a timely manner.The community encourages honest, open and caring feedback.My feedback is valued through a satisfaction survey process.Community CultureThe privacy and dignity of seniors is of great importance.All staff work as a team and treat each other with respect.The community has reputable affiliations and partnerships. Continues on back of page …
Arbor TerracePeopleAll staff are warm, caring and competent.There is a consistent execution of effort from all staff.Ongoing staff training is provided.The community places importance on staff retention.Deep ConnectionsAn effort is made to personally know each resident.Staff engage in meaningful interactions with residents and family.An engagement program is in place, offering individualized options.Special events are planned to honor milestones for each resident.Resident CareThe community offers personalized care, recognizing preferences.Care is delivered “like a friend.”Ongoing assessments are conducted and reviewed with family.Staff are trained as Dementia Care Specialists.On-site therapy and rehabilitation is available.Specialized care programs such as diabetic management are offered.Licenses nurses are on staff.Accountability and Financial SolutionsThe management company has been in business for over 25 years.The community conducts personal affordability assessments.Financial solutions are available (VA Assistance, ElderLife, etc.). 13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
Financial SolutionsWe understand that finances can sometimes stand in the way of making the best decision when it comesto healthcare. We are here to help you break through those barriers by offering the following convenientfinancing options:ElderLife Line Of CreditElderLife offers flexible line of credit programs that are ideal for those who need supplemental fundingfor senior living while they wait for other benefits to begin or are in the process of selling a home. Thesesimple, convenient financing options are available to both residents and families. Find out more byvisiting www.elderlife.com or by asking an Arbor Terrace representative.LifeCare Funding GroupLifeCare Funding assists residents in liquidating life insurance policies through a Life Settlement program,which can assist in helping cover the costs of senior living when other assets such as a home or stocks aredifficult to sell or are under-performing. Find out more by visiting www.lifecarefunding.com or by askingan Arbor Terrace representative.Tax Deductibility BenefitPresent law provides that an individual can deduct from taxable income certain medical expensesassociated with living in nursing facilities, personal care homes and assisted living communities for thepurpose of receiving medical care. This deduction may be applicable for adult children or certain otherrelatives who are paying a portion or all of a resident’s costs associated with living at Arbor Terrace.Consultation with a tax professional is strongly advised before making financial decisions.Veterans BenefitsBenefits are available for U.S. veterans or the surviving spouses of a veteran. If you are eligible, you couldreceive a federal pension of approximately $2,000 per month to help pay for personal care such as assistedliving. For more information, please contact your local Department of Veteran Affairs.Companion Living At Arbor TerraceCompanion suites give residents an affordable roommate option without sacrificing any of the ArborTerrace amenities, programs and services. Find out more by contacting an Arbor Terrace representative.Senior RelocationSeniorRelocationUSA.com has partnered with Cartus, the world’s largest relocation company, to offer aprogram to help seniors sell their home and make a smooth transition to a senior living community … atno additional cost. For more information visit www.SeniorRelocationUSA.com. 13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
Sample Monthly Cost of Living ComparisonWe invite you to compare your present monthly cost of living with the cost of living at Arbor Terrace.The “sample” column represents a prospective resident who owns a $225,000 house with a $25,000mortgage who is considering a $3,495 per month Arbor apartment and who requires the basic Level ofCare, which has no additional cost.Monthly rent or mortgage payment Assisted Independent Skilled Nursing SampleMedication management Living Living Facility HomeElectricity, water/sewer, gas $3,495 $1,800 $6,000 $190Trash collection $350 $200 IncludedProperty insurance Included Included $0Real estate taxes Included Included Included $225Painting and exterior maintenance Included Included Included $20Yard maintenance Included Included Included $45Plumbing and appliance maintenance Included Included Included $225Pest control Included Included Included $125Flat laundry service Included Included Included $100Carpeting and carpet cleaning Included Included Included $20Security system and service Included Included Included $20Food cost Included Included Included $80Weekly housekeeping service Included Included Included $20Companion ($15/hour)* Included Included Included $25Cable TV (basic service) Included Included $200Other monthly incidental costs (entertainment, etc.) Included $100 Included $320Health and other insurance premiums Included $38 $1,200Medical expenses including prescription drugs $38 $75 $38Telephone $75 $600 $200 $200Other miscellaneous costs (clothing, toiletries, etc.) $200 $38 $400 $200 $400 $75 $30 $400Monthly Cost of Living $30 $200 $100 $30 $100 $400 $100 $30 $6,843 $4,688 $100 $3,783 $3,543Less: Monthly return on equity in your home that could ( $813 ) ( $813 ) ( $813 ) $0 be invested after it is sold. Assume equity of $150,000 invested at 6.5%. ( $532 ) $0 ( $900 ) $0 ( $1,703 ) $0 ( $1,703 ) $0Less: Potential economic benefit of deducting costs associated with living at Arbor Terrace**Less: Potential assisted living VA benefit*** Total Monthly Cost of Living $1,640 $2,730 $3,427 $3,783* For socialization, meal preparation, transportation, etc.** See Tax Benefit handout — rent and care times 15%.*** See VA Benefit handout.13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
Veteran’s Assistance ProgramThe Veteran’s Administration has established a Veteran’s Assistance Program for those in need ofassisted living care. These benefits are available to qualified veterans and their surviving spouses.The following criteria are required for qualification: • The applicant must have served at least 90 days in the military, with at least one of these days during wartime • The applicant, if a surviving spouse, cannot have remarried • The applicant cannot have more than $80,000 in liquid assetsBenefits upon approval are as follows: • Veteran – approximately up to $1,730/month • Surviving Spouse – approximately up to $1,100/month • Veteran and Spouse – approximately up to $2,050/month • Dependent Spouse of Veteran – approximately up to $1,360/month • Two Married Veterans (both in care) – approximately up to $2,670/monthThe applicant may also qualify for VA drug, vision and hearing assistance. 13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
Tax Deductibility Benefit of Living at Arbor TerraceIt is not our policy or intent to give tax advice, but we understand that there may be some tax benefitavailable to you and/or your family member living at Arbor Terrace. Please consult with your attorneyor tax accountant on the information outlined below.The information contained herein is taken from Internal Revenue Service Publication 502, “Medicaland Dental Expenses” (Website: http://www.irs.gov/publications/p502/index.html). Present law providesthat an individual can deduct from taxable income “medical expenses, the cost of medical care in anursing home, home for the aged, or similar institution … this includes the cost of meals and lodging if aprincipal reason for being there is to get medical care . . . ” Medical expenses are deductible to the extentthat they exceed 7.5% of the individual’s adjusted gross income. This deduction may be applicable foradult children or certain other relatives who are paying a portion or all of a resident’s costs associatedwith living at Arbor Terrace, if the relative also pays more than 50% of the resident’s total support(including the costs associated with living at Arbor Terrace).Medical expenses include long-term care expenses as long as they are “qualified.” Qualified long-term care expenses include personal care services if the individual is chronically ill. An individualis chronically ill if a licensed healthcare practitioner (i.e. physician) has certified within the previous12-month period that the resident meets one of the following criteria:Individual is unable to perform [without substantial assistance from another individual] at least twoactivities of daily living [ADLs] due to loss of functional capacity for at least 90 days. ADLs are eating,toileting, transferring, bathing, dressing and continence.Individual requires substantial supervision to protect him or her from threats to health and safety due tosevere cognitive impairment.Because qualification requires that a determination be made by a licensed health care practitioner, ArborTerrace cannot provide you with that statement; however, we can provide you with a form for yourphysician to sign.Finally, we have included an example of the potential economic benefit of deducting the costs associatedwith living at Arbor Terrace: Monthly AnnualEstimated rent and care at Arbor Terrace $3,495 $41,940 (assume 100% is deductible under the adjusted gross income limitation rule)Sample tax bracket (state and federal) 15% 15% Tax savings (I x II = tax savings) ( $524 ) ( $6,291 )Effective after-tax cost of living at Arbor Terrace $2,791 $35,64913810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
(This page to be completed by physician)The information contained herein is taken from Internal Revenue Service Publication 502, “Medicaland Dental Expenses” (Website: http://www.irs.gov/publications/p502/index.html). Present law providesthat an individual can deduct from taxable income “medical expenses, the cost of medical care in anursing home, home for the aged, or similar institution … this includes the cost of meals and lodging if aprincipal reason for being there is to get medical care . . . ” Medical expenses are deductible to the extentthat they exceed 7.5% of the individual’s adjusted gross income. This deduction may be applicable foradult children or certain other relatives who are paying a portion or all of a resident’s costs associatedwith living at Arbor Terrace, if the relative also pays more than 50% of the resident’s total support(including the costs associated with living at Arbor Terrace).Medical expenses include long-term care expenses as long as they are “qualified.” Qualified long-term care expenses include personal care services if the individual is chronically ill. An individualis chronically ill if a licensed healthcare practitioner (i.e. physician) has certified within the previous12-month period that the resident meets one of the following criteria: • Individual is unable to perform [without substantial assistance from another individual] at least two activities of daily living [ADLs] due to loss of functional capacity for at least 90 days. ADLs are eating, toileting, transferring, bathing, dressing and continence. • Individual requires substantial supervision to protect him or her from threats to health and safety due to severe cognitive impairment.______________________________________________ is “chronically ill” as defined by InternalRevenue Publication 502, “Medical and Dental Expenses,” because he or she meets at least one offollowing criteria (please check all that apply): ___ The individual referred to above is “unable for at least (the past) 90 days, to perform at least two activities of daily living without substantial assistance from another individual, due to loss of functional capacity. Activities of daily living are eating, toileting, transferring, bathing, dressing, and continence.” ___ The individual referred to above “require(s) substantial supervision to be protected from threats to health and safety due to severe cognitive impairment.”Physician’s Printed Name: Physician’s Signature: Physician’s office address: (street address, city, state, zip)Date: 13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
Diabetic Management ProgramAcknowledging that a significant number of our aging population suffers from the risks associated withdiabetes, we have developed the following:Dietary Management and Education • Sugar-free substitutes • Specialized meals as needed • Snack and hydration program • Nutritional consultant available • Ongoing diabetes process assessmentMedication Management • Licensed nurse provides medication supervision • State of the art medication administration system • Insulin administration availableSkin Integrity Assessments • Routine skin assessment by licensed nurse • Foot and skin care as needed • Podiatry services available • Routine exercise program for improved circulationVision Assessment • Vision clinics availableMonitoring • Blood sugar monitoring • Mental status assessment for self medication • Wellness program • Routine weights and vital signs 13810 Sheldon Road, Tampa, Florida 33626 • Telephone: (813) 333-9996 www.at-citruspark.com
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