“If you’re a caregiver, part of your job may be to keep track of your loved one’s legal affairs. And you probably know—or are learning—that’s a big responsibility.” AARP provides more detailed content and checklists for this piece.

 

Do you have the proper documents?

• Will
• Health Care Power of Attorney
• Medical Durable Power of Attorney

Have you made a family plan?

• Caregiving roles and responsibilities
• Phone call list for emergencies
• End of life expectations and wishes

Have you uncovered tax breaks?

• Tax deductions for health care costs
• Out of pocket expenses not covered by health insurance
• Home safety remodeling expenses

Are you in the know?

• List of credit cards and bank accounts, with approval for you to access
• List of passwords for computer and online sites
• Property and vehicle ownership papers

 

Adapted from AARP1

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1 https://www.aarp.org/caregiving/financial-legal/info-2020/caregivers-legal-checklist.html

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