Stages of Caregiving Checklist

What’s Inside

• Stage 1: Parents living independently — health-status capture, medications, contacts, advance directives
• Stage 2: Parents needing support — Medicare and supplemental optimization, in-home vs. facility cost modeling
• Stage 3: Active care — Medicaid spend-down rules, long-term-care funding, caregiver retirement protection
• Healthcare power-of-attorney and HIPAA authorization audit
• Coordination with elder-law attorneys, CPAs, and care managers
• How to protect the caregiver's own retirement trajectory while supporting parents

Brandon Cabaniss

Private Wealth Advisor, CFP®

“Caregiving rarely begins on a planned date. This checklist is what I wish every adult child had in front of them before the call comes — the items most families realize they wish they'd captured earlier.”