A Legal Checklist for Family Caregivers

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 it’s a big responsibility. “The ultimate goal is to make sure you have all the decision-making rights you need to manage your loved one’s affairs,” advises Charles Sabatino, director of the Commission on Law and Aging at the American Bar Association (ABA).

Sabatino has six tips on how to protect your relative’s legal rights — and your own.

  1. Have the right documents
  2. Make a family plan
  3. Organize important papers
  4. Explore potential financial help
  5. Look for tax breaks and life insurance deals
  6. Think beyond your loved one

Source: AARP – Judi Hasson, AARP (https://www.aarp.org/caregiving/financial-legal/info-2020/caregivers-legal-checklist.html)