Family Caregivers Kit: 9 Free Publications

helpManage a loved one’s finances and health care with knowledge and confidence.

The Family Caregivers Kit is a collection of publications that help you understand your duties as an agent under a power of attorney, keep track of medications, protect your loved ones from scams, and more.

 

PUBLICATIONS FEATURED IN THE FREE FAMILY CAREGIVERS KIT

( Download Adobe Reader to view these publications.)
  1. Consumer Action Handbook  Family Caregivers Kit -1
  2. Health Scams Family Caregivers Kit -2
  3. Money Smart for Older Adults: Financial Exploitation  Family Caregivers Kit -3
  4. Managing Someone Else’s Money: Fiduciary   Family Caregivers Kit -4
  5. Managing Someone Else’s Money: Court Appointed Guardians Family Caregivers Kit -5
  6. Managing Someone Else’s Money: Representative / VA Fiduciary Family Caregivers Kit -6
  7. Managing Someone Else’s Money: Trustees / Revocable Living Trust Family Caregivers Kit -7
  8. My Medicines  Family Caregivers Kit -8
  9. Use Medicines Wisely  Family Caregivers Kit -9

 As an independent licensed Life, Accident and Health Insurance professional, I represent several insurance companies authorized to conduct business in New York.  For more information about how affordable insurance can protect your assets and provide you greater control over your financial planning, please contact me at (518) 346-2115 for a confidential and complimentary consultation.

"This service is provided by the Consumer Financial Protection Bureau, 
Food and Drug Administration's Office of Women's Health and the 
Federal Citizen Information Center at the General Services Administration."

NY State Tax CREDIT for Long-Term Care Insurance

NY State Tax Credit

Did you know?
New York State residents are entitled to a nonrefundable tax CREDIT if you or your business pay premiums for qualifying long-term care insurance policies.

How much is the credit?
“The allowable credit is 20% of the premiums paid during the tax year for the purchase of, or for continuing coverage under a qualifying long-term care insurance policy.”

Click here for New York State 2013 Filing Forms

As a licensed Life Accident and Health Insurance professional, I provide information about how affordable long-term care insurance can protect your assets and provide you greater control over your care. Please contact me at (518) 346-2115 for a confidential and complimentary consultation.