Caregiving can begin gradually or arrive suddenly. Whether you are supporting an aging parent, a spouse or partner, a child, or another person who depends on you, the responsibilities can affect both the person receiving care and the caregiver.

The TWMC Caregiver Planning Checklist is designed to help families organize important information, identify financial and practical considerations, and prepare for more informed caregiving conversations.

Use this checklist to review care needs, financial responsibilities, government and workplace supports, important documents, family roles, and the impact caregiving may have on your own financial future.

Caring for someone else shouldn’t have to mean losing sight of your own financial future.