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Creating a Family Caregiver Plan—Before It Becomes a Crisis

  • Ron Roel
  • Jan 16
  • 2 min read

1) How to create a caregiving plan: the ‘Club Sandwich’ Generation


  • The Why? What family caregivers do and why

  • Plan, plan, plan, even though many families don’t.

  • Work as a team with family members, direct care providers and professionals. 

  • Be resilient, prepared for change. The unexpected will happen, but it’s not as unpredictable as you think.

  • Break down planning in 3 manageable sectors: health care & long-term care; finance, legal affairs & estate/legacy issues. Where is all the vital information kept and who needs access?


2) The Family Conversation Across the Caregiving Spectrum


  • Have a family conversation at each stage of caregiving to review the situation.

  • 3 out of 4 people want to age in place for as long as possible, so how do you make home modifications so people can age safely, securely and comfortably?

  • Chronic situations: Find out what your parents have in mind should they become dependent. If the answer is “I haven’t thought about it,” it’s time to talk.

  • It won’t be easy— Coordinating and communicating with other family members; dealing with resistance, coping with “the sibling syndrome.”


3) Dealing with chronic care: home care, assisted living communities & nursing homes


  • “Reverse engineering”: What do you want your loved ones’ life to look at 75? And what do you have to do today to make that happen?

  • How do you choose home care services? And when do you decide when your loved ones are better served in an adult community?  

  • How to assess facilities: Government agencies; personal visits, senior advisors


4) The emotional roller-coaster: Caregivers caring for themselves and avoiding burnout


  • Caregivers feel lonely, isolated and invisible. How do we sustain love & dignity—for caregivers and recipients? 

  • Seek help—you can’t do it alone. And be specific when you ask.

  • Who should advocate for you in times of stressful transition?

  • Respite, support groups, and resources—especially for dementia care.


5) Resources: AARP, Offices for the Aging; social service agencies; senior centers & advisors Contact: ron.roel@gmail.com; 516-319-4874 - Website: www.caregivingnav.com 

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