The Caregiver's Financial-Protection Checklist

There are two people at financial risk in your caregiving story: your parent, and you. This free, printable checklist pulls the whole money spine of Caregiving Without Losing Yourself into two pages you can work at your own pace and keep by the phone — one that protects your parent's money, one that protects yours.

What's on the checklist

Two pages, built to be printed and worked through one box at a time. It's the companion to Caregiving Without Losing Yourself by M. E. Hart — the protect-the-money moves from the book, distilled into a single sheet you can act on.

  • Page 1 — protecting their money — the durable power of attorney (the one urgent document), the account-tool ladder that avoids the joint-account trap, the separate Social Security rep-payee and VA fiduciary steps, and the elder-fraud red flags worth knowing cold.
  • Page 2 — protecting your money and retirement — why not to quit if there's any way not to (the 35-year Social Security math), the leave laws (FMLA job protection vs. state paid leave), the tax angles most caregivers miss, and how to work Medicare, Medicaid, and the VA without drowning.
  • The one free phone call — the Eldercare Locator number that opens your parent's local services, including respite for you.

The checklist is an organizing tool, not legal, financial, or medical advice — it helps you plan and ask the right questions. The dollar figures and program rules change every year and vary by state, so verify the current numbers for your own state and tax year, and run big moves past a qualified elder-law attorney or tax professional before you act. You'll get it by email, so you always have the latest version as the rules change.

Free · Caregiver's Financial-Protection Checklist

Get the free Caregiver's Financial-Protection Checklist

Tell us where to send it and we'll email you the free, printable checklist — the durable power of attorney, the account tools that don't blow up the family, the fraud red flags, the leave laws, the tax angles, and the Medicaid/Medicare/VA landmines. Two pages: one protects your parent's money, one protects yours.

  • Protect their money — POA, accounts, fraud
  • Protect yours — leave laws, tax, retirement
  • Work the system — Medicare, Medicaid, VA
Get the free checklist
The whole book's money spine on two printable pages you can keep by the phone. Sent by email.
No spam. Unsubscribe anytime. Organizational tools only — not legal or financial advice.

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Keep going

When you're ready to go deeper on any one piece, these free guides pick up where the checklist leaves off: