Caregiving Tips

Prepare to care: Planning for caregiving responsibilities

No matter where you are in your caregiving journey — beginning to anticipate future needs, handling an acute situation, or managing existing care needs — having a good framework on hand will help guide your family through major care decisions. 

Wellthy care experts have outlined a few areas of our Care Framework for families to consider when planning for caregiving responsibilities.


Enlist the right professionals, keep on top of appointments, and stay organized.

  • Establish care with appropriate providers
  • Gather and store medical records
  • Keep master medication and contact list
  • Set up a shared calendar and keep everyone on the same page

Get a handle of finances and existing benefits to better inform needs and priorities.

  • Understand Social Security
  • Understand Long-Term Care Insurance
  • Evaluate health insurance options
  • Identify other financial assistance through
  • state-, federal-based programs or non-profits

Start by outlining preferences, care needs, and budget to identify the best-fit housing options.

  • Explore housing options like independent and assisted living, nursing or group homes
  • Assemble a moving support team — family, friends, professional movers and moving
  • managers
  • Locate short-term solutions like respite care

With some careful planning, you can ensure your loved one remains safe in the home.

  • “Fall proof” the home (handrails, lighting, etc.)
  • Explore home care options (aides, helpers, etc.)
  • Investigate assistive technologies
  • Arrange for home assessment to evaluate larger safety modifications.

Setting up the right legal documents will take effort, but these will make tough decisions easier.

  • Establish Power of Attorney
  • Complete a Healthcare Power of Attorney
  • Prepare a Will
  • Create a Living Will, also known as Advance Directive
Social + Emotional

Make sure you and your family feel supported and stay connected.

  • For loved ones faced with cognitive decline, explore memory care support programs
  • Try in-person, online or phone-based support groups to connect with others in a similar
  • situation
  • Consider professional counseling and therapy