,,ii  #aaith ,,congress  #ast ,session  
,s4 #cbcc  ,,in ,,the ,,senate ,,of     
,,the ,,united ,,states  ,november #bj1 
#bjbe,mr4 ,markey 7for himself1 ,ms4    
,klobuchar1 ,mrs4 ,gillibrand1 and ,mr4 
,kim7 introduced the following bill2    
which was read twice and referred to the
 ,committee on ,health1 ,education1     
,labor1 and ,pensions  ,a ,,bill  ,to   
amend the ,older ,americans ,act of     
#aife to provide financial planning     
services related to the needs of family 
caregivers1 and for other purposes4  #a4
 ,short title ,this ,act may be cited as
 the ,financial ,services ,improving    
,noble and ,necessary ,caregiving       
,experience ,act or the ,,finance ,act4 
#b4 ,financial planning services ,title 
,,iv of the ,older ,americans ,act of   
#aife is amended by inserting after     
section #dad 7#db ,u4,s4,c4 #cjcb;c7 the
 following3  #dae4 ,financial planning  
services  7a7 ,definitions ,in this     
section3 7#a7 ,the term family          
caregiver-- 7,a7 means-- 7i7 an adult   

family member1 or another individual1   
who is an informal provider of in-home  
and community care to an older          
individual or to an individual of any   
age with ,alzheimer's disease or a      
related disorder with neurological and  
organic brain dysfunction2 or  7ii7 an  
older relative caregiver2 and  7,b7 does
 not include an individual providing    
care whose primary relationship with the
 individual receiving the care is based 
on a financial or professional          
agreement4  7#b7 ,the term older        
relative caregiver means a caregiver    
who-- 7,a7 7i7 is age #ee or older2 and 
7ii7 lives with1 is the informal        
provider of in-home and community care  
to1 and is the primary caregiver for1 a 
child or an individual with a           
disability2  7,b7 in the case of a      
caregiver for a child-- 7i7 is the      
grandparent1 stepgrandparent1 or other  
relative 7other than the parent7 by     
blood1 marriage1 or adoption1 of the    
child2  7ii7 is the primary caregiver of

 the child because the biological or    
adoptive parents are unable or unwilling
 to serve as the primary caregivers of  
the child2 and  7iii7 has a legal       
relationship to the child1 such as legal
 custody1 adoption1 or guardianship1 or 
is raising the child informally2 and    
7,c7 in the case of a caregiver for an  
individual with a disability1 is the    
parent1 grandparent1 or other relative  
by blood1 marriage1 or adoption1 of the 
individual with a disability4  7b7      
,grants ,the ,assistant ,secretary may  
make grants to eligible entities to     
provide financial planning services     
related to the needs of family          
caregivers4  7c7 ,eligible entity ,to be
 eligible to receive a grant under      
subsection 7b71 an entity shall be a    
,state or local government agency1 a    
nonprofit organization1 an area agency  
on aging1 the provider of a multipurpose
 senior center1 an institution of higher
 education1 or a tribal organization4   
7d7 ,application ,to be eligible to     

receive a grant under subsection 7b71 an
 entity shall submit an application to  
the ,assistant ,secretary at such time1 
in such manner1 and containing such     
information as the ,assistant ,secretary
 may require4  7e7 ,use of funds ,an    
eligible entity that receives a grant   
under subsection 7b7 shall use the grant
 funds-- 7#a7 to provide financial      
planning services1 through individuals  
with the appropriate training and       
licenses1 that include-- 7,a7 guidance  
on available public benefits2  7,b7     
guidance on care options1 including on  
supports for paid and unpaid family     
caregivers2  7,c7 information on        
budgeting1 saving1 and spending2  7,d7  
information on how and when to begin    
talking about desires and wishes around 
care as an individual ages2  7,e7       
guidance on managing debt1 debt relief1 
and bankruptcy2  7,f7 information and   
education on what long-term care will   
cost2  7,g7 resources and information1  
including outreach materials1 technical 

assistance materials1 and other         
resources and information available     
through the center referred to in       
section #bae7k72 and  7,h7 referrals to 
providers of legal assistance under     
title ,,iii or ,,vii1 for legal         
assistance on topics including estate   
planning1 power of attorney1 health care
 powers1 and wills2 and  7#b7 to provide
 those services in a manner that is     
accessible1 as appropriate for the      
recipient1 including providing the      
services-- 7,a7 through assistive       
technology2  7,b7 in accessible         
language2  7,c7 for caregivers for whom 
,english is not their primary language1 
through translation or interpretation   
services2 and  7,d7 for caregivers1 in  
accessible formats1 including formats   
compatible with ,american ,sign         
,language and multiple languages4  4