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Burden and quality of life of family caregivers of Alzheimer’s disease patients: the role of forgiveness as a coping strategy

Abstract

Objectives: This study aimed to evaluate the variables that were associated, contributed and moderated quality of life (QoL) and burden in family caregivers. Methods: A total of 130 participants were evaluated using the following instruments: Depression, Anxiety and Distress Scale; Index of Family Relations; Heartland Forgiveness Scale; Burden Interview Scale; Short Form Health Survey. Results: Being a younger caregiver, less distress, better family relationships and greater use of for giveness were associated with more QoL. Also, family caregivers who chosethe caregiving role, less distress, better family relationships and greater use of forgiveness showed lower levels of burden. Age, distress and forgiveness contributed to QoL. In turn, the choice to become a family caregiver, distress, and forgiveness contributed to burden. Forgiveness played a moderating role in the relation ship between family relationships and burden. Conclusion: Based on the results, there is a need to intervene in older family caregivers, particularly those who did not choose to become a caregiver, who report greater distress, have worse family relationships, and display less use of forgiveness, in order to decrease their burden and promote QoL.

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Burden and quality of life of family caregivers of Alzheimer’s disease patients: the role of forgiveness as a coping strategy

Author: Monteiro, Isabela; Brito, Laura; Pereira, M. Graça
Publisher: Taylor & Francis
Year: 2024
DOI: 10.1080/13607863.2024.2320138
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Bu den and quali y o li e o amily ca egi e s
o Alzheime ’s disease pa ien s: he ole o
o gi eness as a coping s a egy
Isabela Mon ei o, Lau a B i o & M. G aça Pe ei a
To ci e his a icle: Isabela Mon ei o, Lau a B i o & M. G aça Pe ei a (29 Feb 2024): Bu den and
quali y o li e o amily ca egi e s o Alzheime ’s disease pa ien s: he ole o o gi eness as a
coping s a egy, Aging & Men al Heal h, DOI: 10.1080/13607863.2024.2320138
To link o his a icle: h ps://doi.o g/10.1080/13607863.2024.2320138
© 2024 The Au ho (s). Published by In o ma
UK Limi ed, ading as Taylo & F ancis
G oup
Published online: 29 Feb 2024.
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Aging & Men Al HeAl H
Bu den and quali y o li e o amily ca egi e s o Alzheime ’s disease pa ien s:
he ole o o gi eness as a coping s a egy
Isabela Mon ei o , Lau a B i o and M. G aça Pe ei a
Resea ch Cen e in Psychology (CiPsi), School o Psychology, Uni e si y o Minho, B aga, Po ugal
ABSTRACT
Objec i es: This s udy aimed o e alua e he a iables ha  we e associa ed, con ibu ed and
mode a ed quali y o li e (QoL) and bu den in amily ca egi e s.
Me hods:A o al o 130 pa icipan s we e e alua ed using he ollowing ins umen s: Dep ession,
Anxie y and Dis ess Scale; Index o Family Rela ions; Hea land Fo gi eness Scale; Bu den In e iew
Scale; Sho Fo m Heal h Su ey.
Resul s:Being a younge ca egi e , less dis ess, be e amily ela ionships and g ea e use o o -
gi eness we e associa ed wi h mo e QoL. Also, amily ca egi e s who chose he ca egi ing ole, less
dis ess, be e amily ela ionships and g ea e use o o gi eness showed lowe le els o bu den.
Age, dis ess and o gi eness con ibu ed o QoL. In u n, he choice o become a amily ca egi e ,
dis ess, and o gi eness con ibu ed o bu den. Fo gi eness played a mode a ing ole in he ela ion-
ship be ween amily ela ionships and bu den.
Conclusion:Based on he esul s, he e is a need o in e ene in olde amily ca egi e s, pa icula ly
hose who did no choose o become a ca egi e , who epo g ea e dis ess, ha e wo se amily
ela ionships, and display less use o o gi eness, in o de o dec ease hei bu den and p omo e QoL.
In oduc ion
Abou 50 million people wo ldwide a e belie ed o ha e some
o m o demen ia, wi h Alzheime ’s disease (AD) demen ia being
he mos common one, accoun ing o app oxima ely 60 o 70%
o cases (Wo ld Heal h O ganiza ion, 2017). Wo ldwide, AD is
one o he main causes o dependence and disabili y among
he elde ly (Alzheime ’s Associa ion, 2021).
Due o he de e io a ing and disabling na u e ha cha ac-
e ize demen ias, and in pa icula AD demen ia, he e is a g ow-
ing need o a ca egi e o help wi h he pa ien ’s day- o-day
needs (Alzheime Eu ope, 2019; Alzheime ’s Associa ion, 2021).
This ype o ca e is usually gi en in o mally (Alzheime ’s
Associa ion, 2021) and is mos egula ly pe o med by women,
wi h some ype o kinship wi h he AD pa ien , mos commonly
spouses and daugh e s (Alzheime ’s Associa ion, 2021). Abou
1/3 o amily ca egi e s a e 65 yea s o age o olde and, on
a e age, spend app oxima ely h ee hou s a day ca ing, and
mo e han hal o hose ca egi e s ha e p o ided his ype o
ca e o mo e han ou yea s (Alzheime ’s Associa ion, 2021).
In Po ugal, ca egi ing is commonly gi en by a amily membe
ha o en akes on his ole o se e al easons such as he eel-
ing o obliga ion d i en by social no ms; a sense o ‘gi ing back’;
emo ional ies; sense o du y; compassion; coe ced al uism; o
al uis ic mo i es (Cos a e al., 2019; Pope e al., 2017).
Due o he inc easing dependence o demen ia pa ien s on
amily ca egi e s o basic daily ac i i ies, he amily assumes a
pi o al ole in he ca e p o ided. The ca egi e ole equi es a
es uc u ing o amily dynamics o mee he e ol ing needs o
he pa ien (Lindeza e al., 2020; Luiu e al., 2020). Consequen ly,
he amily membe aking on he ca egi ing ole unde goes a
ans o ma i e p ocess ha may in oduce some ension in he
ela ionship wi h he amily (Gal in, 2013). Main aining he qual
-
i y o he amily ela ionship is c ucial in he demen ia ca e con-
ex as i may unc ion as a base o emo ional suppo , mo e
e ec i e communica ion and decision-making , mo e wellbeing
o bo h he ca egi e and he AD pa ien , and a mo e adap ed
ca egi ing en i onmen (Fa ina e al., 2017; Hazzan e al., 2022).
Resea ch sugges s a c i ical in e play be ween he quali y o
amily ela ionships and bo h he quali y o li e (QoL) and bu -
den expe ienced by amily ca egi e s. Family unc ioning issues,
such as communica ion, cohesion, and he alloca ion o espon-
sibili ies, a e signi ican ly associa ed wi h symp oms o dep es-
sion and s ess (Su e e al., 2014). Gi en ha ca egi ing is o en
a soli a y endea o and seeking assis ance may be pe cei ed
as a pe sonal sho coming, amily ca egi e s may s uggle wi h
g ea dis ess, o e ime. The dis ess may subsequen ly lead o
de e io a ing amily ela ionships, lowe QoL, and an inc eased
sense o bu den (Lindeza e al., 2020; Luiu e al., 2020).
The ac o ca ing o a pa ien wi h demen ia may be consid-
e ed a ch onic s esso , wi h a s able pa e n o pe cei ed dis-
ess o e ime in he amily ca egi e (Bo sje e al., 2016). The
li e a u e shows ha he dis ess expe ienced by he ca egi e
is associa ed wi h an agg a a ion o he pa ien ’s demen ia con-
di ion (Mank e al., 2023; S all e al., 2019, Välimäki e al., 2016)
and beha io al and psychological symp oms o demen ia (e.g.
i i abili y, agg ession/agi a ion, delusion) may also esul in
eelings o us a ion and ange , in he ca egi e . S udies also
indica e ha he g ea e he dis ess expe ienced, he wo se
amily ela ionships we e conside ed (Pe ei a e al., 2021), and
g ea e pe cei ed bu den (Liu e al., 2017) was also associa ed
wi h lowe ca egi e ’s QoL (Quinn e al., 2020).
To deal wi h he s ess associa ed wi h ca egi ing, coping
s a egies a e belie ed o play a pi o al ole in how he s ess is
© 2024 he Au ho (s). Published by in o ma UK limi ed, ading as aylo & F ancis g oup
CONTACT M. g aça Pe ei a [email p o ec ed].p
h ps://doi.o g/10.1080/13607863.2024.2320138
his is an Open Access a icle dis ibu ed unde he e ms o he C ea i e Commons A ibu ion-nonComme cial-noDe i a i es license (h p://c ea i ecommons.o g/licenses/by-nc-nd/4.0/),
which pe mi s non-comme cial e-use, dis ibu ion, and ep oduc ion in any medium, p o ided he o iginal wo k is p ope ly ci ed, and is no al e ed, ans o med, o buil upon in any way.
he e ms on which his a icle has been published allow he pos ing o he Accep ed Manusc ip in a eposi o y by he au ho (s) o wi h hei consen .
ARTICLE HISTORY
Recei ed 21 Sep embe 2023
Accep ed 31 Janua y 2024
KEYWORDS
Family ca egi e ; o gi eness;
bu den; quali y o li e
2 I. MONTEIRO ETAL.
pe cei ed and expe ienced (Pea lin e al., 1990). Hence, i is c u-
cial o explo e coping mechanisms ha may mi iga e he impac
o ca egi e s essand play a mode a ing ole. One such emo-
ion- ocused coping s a egy is o gi eness, de ined as an in a-
and in e pe sonal p ocess in ol ing he cul i a ion o posi i e
emo ions o alle ia e he s ess esponse (Wo hing on &
Sche e , 2004). Ca ing o an AD pa ien poses conside able
challenges o amily ca egi e s, and s udies indica e ha up o
one- hi d o amily ca egi e s expe ience some o m o abuse
(e.g. psychological abuse) om he pe son hey a e ca ing o
(S einsheim e al., 2022). In si ua ions whe e hu o disappoin -
men a ises, o gi eness becomes a ool o p ese e he quali y
o he ela ionship, becoming a ans o ma i e p ocess ega d-
ing hough s, beha io s, and emo ions ha change om neg-
a i e in o posi i e (S elan, 2018). I is essen ial o cla i y ha
o gi eness does no necessa ily imply ole a ing o o ge ing
he easons behind ansg essions; a he , i in ol es a conscious
decision o elease nega i e emo ions and enhance one’s own
well-being, he eby con ibu ing o heal hy ela ionships
(Wo hing on & Sche e , 2004). Acco ding o Thompson e al.
(2005), when he ac o o gi eness happens, he indi idual
eassesses he ansg ession and expe iences a shi in he pe -
cep ion o he w ongdoing. This esponse in ol es wo key
aspec s, each subjec o change: a) alence, pe aining o
whe he hough s, eelings, o beha io s a e nega i e, neu al,
o posi i e, and b) s eng h, ela ing o he in ensi y and in u-
si eness o he esponse. The e o e, he indi idual has he
capaci y o change he nega i e esponse igge ed by he
ansg ession by ei he con e ing he alence om nega i e
o neu al o posi i e, o by modi ying bo h he alence and he
s eng h o he esponse.
Gi en he ch onic na u e o ca egi e s ess, o gi eness holds
pa icula signi icance as i is ins umen al in p ese ing he am-
ily ela ionship, pa icula ly in si ua ions in ol ing beha io al and
emo ional changes in he pa ien being ca ed o (DeCapo ale-
Ryan e al., 2016). Which, in u n, is essen ial o ensu ing he
adequacy o ca e p o ided. Addi ionally, amily ca egi e s hem-
sel es may s uggle wi h eelings o sel -pe cei ed inadequacy,
guil associa ed wi h seeking help, o engaging in sel -ca e beha -
io s (Cheng e al., 2013). In such con ex s, o gi eness eme ges
as a aluable ool o p omo ing emo ional well-being and main-
aining he o e all heal h o ca egi e ela ionships.
The li e a u e on he ole o o gi eness in amily ca egi e s
in s ess managemen is s ill limi ed, bu some s udies indica e
ha he g ea e he use o o gi eness as a coping s a egy, he
lowe he ma i al dis ess (DeCapo ale-Ryan e al., 2016), he
highe he quali y o amily ela ionships, and he lowe he
s a e anxie y, dep essi e symp oma ology and bu den (Cheng
e al., 2013; Rasmussen e al., 2019). The ecu en use o o -
gi eness may be a nega i e p edic o o bu den in amily ca e-
gi e s (Cheng e al., 2013). Rasmussen e al. (2019) highligh ed
he bu e ing ole o o gi eness in mi iga ing he ad e se
e ec s o s esso s on heal h, e ealing a posi i e associa ion
be ween he p ac ice o o gi eness and bo h physical and men-
al heal h. The au ho s sugges ed ha o gi eness could posi-
i ely impac physical symp oms such as hea a e and ha e a
nega i e e ec on psychological symp oms such as s ess, anx-
ie y, and dep ession. Howe e , esea ch ha ocuses on he
mode a ing ole o o gi eness as a coping s a egy in amily
ca egi e s is s ill sca ce. Hence, i becomes impo an o in es-
iga e he mode a ing ole o o gi eness in he ela ionship
be ween amily ela ionships/dis ess and QoL/bu den.
Ca egi e bu den is a complex concep ha was de ined by
Kasuya e al. (2000) as being ‘a mul idimensional esponse o
physiological, emo ional, social and inancial s esso s associ-
a ed wi h he ca egi ing expe ience (p. 119). Li e a u e consis-
en ly epo s ha ca ing o a pa ien wi h AD is linked wi h
high bu den (Nemciko a e al., 2023; an den Kieboom e al.,
2020), and being a amily ca egi e is associa ed wi h g ea e
bu den compa ed o non-ca egi e s (Pinqua & Sö ensen,
2003). Mo e pe cei ed bu den has been associa ed o se e al
ac o s such as he leng h o he du a ion o ca e (Le hin e al.,
2020), he numbe o hou s o ca e (Yu e al., 2015), and no
choosing he ac o ca ing (Pe l e al., 2019). Addi ionally, he
li e a u e shows ha ca egi e bu den is posi i ely ela ed wi h
pe cei ed dis ess (Liu e al., 2017), and nega i ely ela ed wi h
he quali y o amily ela ionships (Yu e al., 2015), he use o
posi i e coping s a egies (Kazemi e  al., 2021) and QoL
(Abdollahpou e al., 2015).
Being a ca egi e o a pa ien wi h AD may impac se e al
domains o he ca egi e ’s li e, impac ing QoL (Pe ei a e al.,
2021). The concep o QoL in amily ca egi e s, as explained by
Fa ina e al. (2017), is in luenced by nume ous ac o s. Family
ca egi e s o en expe ience a wo se QoL compa ed o he gen-
e al popula ion (Välimäki e al., 2016) and amily ca egi e s o
pa ien s wi h o he ch onic diseases (Ka g e al., 2018). Fac o s
such as age, and no choosing he ca egi ing ole (Pe ei a e al.,
2021), longe du a ion o ca e (Fa ina e al., 2017), g ea e pe -
cei ed dis ess (Välimäki e al., 2016), wo se amily ela ionships
(Lindeza e  al., 2020), less use o posi i e coping s a egies
(Rod íguez-Pé ez e  al., 2017) and g ea e pe cei ed bu den
(Le hin e al., 2020) ha e been associa ed wi h wo se QoL.
While he exis ing li e a u e ex ensi ely explo es he impac
o psychological a iables on ca egi e bu den and QoL (e.g.
Chiao e al., 2015; Fa ina e al., 2017), he e emains a gap on how
coping s a egies, pa icula ly o gi eness, may play a mode a -
ing ole and con ibu e o lowe bu den and be e QoL in amily
ca egi e s (Rasmussen e al., 2019). Fo gi eness, beyond con-
ibu ing o imp o ed amily ela ionships and educed ca egi e
s ess (Cheng e al., 2013; Rasmussen e al., 2019), also showed
a posi i e impac on physical heal h (Rasmussen e al., 2019).
The e o e, s udying o gi eness in amily ca egi e s expe ienc-
ing high daily s ess, especially hose seeking o p ese e ela-
ionships wi h he AD pa ien , is c ucial. This s udy aims o
p o ide aluable insigh s o de elop in e en ions ha add ess
he speci ic needs o he amily ca egi e popula ion, o ul i-
ma ely p omo e be e QoL and educed bu den.
The S ess P ocess Model was de eloped by Pea lin e al.
(1990) and is cu en ly a e e ence in amily ca egi e s as
one o he ew speci ic models o his popula ion being
widely used (e.g. Pe ei a e al., 2021). The model p oposes
ha s ess is a p ocess ha includes ou domains: 1) he
backg ound/con ex o he ca egi e (e.g. age, gende , ype
o demen ia); 2) he s esso s ela ed o he ac o ca egi ing,
ha may be p ima y s esso s (i.e. di ec ly associa ed wi h
he ac o ca ing) and seconda y s esses (i.e. ha a e he
esul o p ima y s esso s); 3) he ou comes o mani es a-
ions o s ess, which a e he consequence o he p e ious
domains; and 4) he media o s/mode a o s ha impac he
ela ionship be ween he a iables in ol ed in he p ocess.
Al hough in he o iginal e sion, bu den is conside ed a p i-
ma y s esso , in his s udy i will be used as an ou come,
like o he s udies ha e done (Roland & Chappell, 2019).
Using a modi ied e sion o he p oposed heo e ical model
AGING & MENTAL HEALTH 3
and in o de o ill he cu en gaps in he li e a u e in amily
ca egi e s o pa ien s wi h AD, he p esen s udy aims o: 1)
e alua e he ela ionship be ween sociodemog aphic and
psychological a iables wi h QoL and ca egi e bu den; 2)
o assess he con ibu ion o sociodemog aphic and psycho-
logical a iables o QoL and ca egi e bu den; and 3) o
assess he mode a ing ole o o gi eness as a coping s a -
egy be ween seconda y s esso s (i.e. dis ess and amily
ela ionships) and QoL/bu den. Thus, in o de o answe he
goals o he p esen s udy, he ollowing hypo heses we e
o mula ed: H1: I is expec ed ha , being olde , longe du a-
ion o ca e, g ea e daily numbe o hou s o ca e, no
choosing he ole o ca egi e and g ea e pe cei ed dis ess
will be nega i ely associa ed wi h QoL and posi i ely asso-
cia ed wi h bu den, while g ea e o gi eness and be e
amily ela ionships will be posi i ely associa ed wi h QoL
and nega i ely associa ed wi h bu den; H2: I is expec ed
ha younge age, sho e du a ion o ca e, less hou s o
ca egi ing pe day, choice o ca egi ing, less pe cei ed dis-
ess, good amily ela ionships and g ea e use o o gi e-
ness will con ibu e o a be e QoL and lowe bu den H3:
Fo gi eness is expec ed o play a mode a ing ole in he
ela ionship be ween seconda y s esso s and QoL/bu den.
Me hod
Pa icipan s and p ocedu e
Family ca egi e s we e ec ui ed h ough he Resea ch-Ac ion
Demen ia P ojec using a con enien sample. Inclusion c i e ia
we e: a) being a ca egi e o a pa ien wi h AD; b) being 18 yea s
old o abo e; and c) being in he ca egi ing ole o a leas h ee
mon hs. Exclusion c i e ion included: a) ca ing o an ins i u-
ionalized pa ien wi h AD and b) ecei ing psychological sup-
po . Da a collec ion was ca ied ou in a home con ex and
included use s o he Po uguese Na ional Heal h Sys em diag-
nosed wi h demen ia in he No he n egion o Po ugal. Ou
o 175 amily ca egi e s in i ed, 8 did no ag ee o pa icipa e
and 37 did no mee he c i e ia o he s udy. The p esen s udy
was app o ed by he E hics Commi ee o Resea ch in Social
and Human Sciences (CEICSH/0462020) om a majo Uni e si y
in No hen Po ugal.
Measu es
Pa icipan s answe ed he ollowing ins umen s ha we e al-
ida ed o he Po uguese popula ion:
Hea land Fo gi eness Scale (HFS; Thompson e al., 2005) is an
18-i em sel - epo ques ionnai e designed o assess he gen-
e al endency owa d o gi eness (i.e. disposi ional o gi eness)
o o he s, onesel , and si ua ions, h ough i ems o posi i e and
nega i e alence. Sco es ange be ween 18 and 126, wi h highe
sco es indica ing highe use o o gi eness. The o iginal e sion
showed an alpha o he o al scale o .86 and in his s udy he
alpha was .85. and he omega .87.
Dep ession, Anxie y and S ess Scale – Sho Fo m (DASS21;
Lo ibond & Lo ibond, 1995) is a 21-i em sel - epo ins umen
ha assesses emo ional s a es associa ed wi h dep ession,
s ess and anxie y. Sco es ange om ze o o 63 and highe
alues indica e g ea e anxie y, dep ession and s ess. The
o iginal e sion showed an alpha o .93 o he global scale
(Hen y & C aw o d, 2005) and, in his s udy, he alpha and
omega we e bo h .97.
The Index o Family Rela ions (IFR; Hudson, 1993) is a sel - epo
ins umen ha assesses p oblems o social and pe sonal unc-
ioning in he con ex o amily adjus men , whe e he sco e
can a y be ween ze o and 100 poin s, and highe alues indi-
ca e g ea e amily s ess. The o iginal e sion showed an alpha
o .95 and in his s udy, he alpha was .81 and he omega .90.
Bu den In e iew Scale (BIS; Za i & Za i , 1983) is a sel - epo
ins umen ha assesses he ca egi e ’s subjec i e and objec-
i e bu den in 22 i ems. Sco es ange om ze o o 88, whe e
highe alues indica e g ea e subjec i e and objec i e bu den.
The o iginal e sion showed an alpha o .84. and, in his s udy,
he alpha and omega we e bo h .94.
Sho Fo m Heal h Su ey (SF-36; Wa e e al., 1993) is a sel - epo
ins umen ha assesses wo dimensions o QoL (i.e. physical
heal h and men al heal h) h ough 8 componen s, namely phys-
ical pe o mance, physical, pain, men al heal h, gene al heal h
s a us, i ali y, men al pe o mance and social unc ion. I has
36 i ems dis ibu ed in ques ions wi h Like and dicho omous
scales. The ins umen has a sco e ha a ies be ween ze o and
100 poin s and highe alues in he physical/men al dimension
indica e a be e unc ioning o physical/men al heal h. The
o iginal e sion showed an alpha o .94 o he o al scale
(Gue mazi e al., 2012) and in his s udy, he alpha was .94 and
he omega .99.
Da a analysis
The da a ob ained was analyzed using he IBM S a is ical
Package o he Social Sciences (SPSS) e sion 28. The da abase
included no missing da a since pa icipan s answe ed he
ins umen s in an in e iew o ma and no ou lie s we e ound.
To e alua e he ela ionships be ween he a iables (H1) a
Pea son co ela ion es was used and he Poin -Bisse al coe -
icien . To unde s and which a iables con ibu ed o he ca e-
gi e ’s QoL (H2), a hie a chical linea eg ession (en e me hod)
was pe o med. Finally, o assess he mode a ing ole o o -
gi eness as coping s a egies (H3), he Mac o PROCESS com-
mand e sion 3.4.1 was used o SPSS and he Johnson-Neyman
echnique (Johnson & Fay, 1950) was employed. All he
assump ions o mode a ion we e p esen excep when es -
ing he ela ionship be ween dis ess and QoL/bu den since
dis ess (independen a iable) showed a e y high co ela ion
(>0.50) wi h o gi eness (mode a o a iable), iola ing he
assump ion.
The Johnson-Neyman echnique allows a p ecise compu a-
ion o condi ions and bounda ies, showing he ins ances whe e
a mode a o elici s s a is ically signi ican slopes (Baue &
Cu an, 2005).
Resul s
Sample cha ac e is ics
The sample o his s udy consis ed o 130 Po uguese amily
ca egi e s o pa ien s wi h AD. The cha ac e iza ion o he sam-
ple is shown in Table 1.
4 I. MONTEIRO ETAL.
Va iables associa ed wi h QoL and bu den
Rega ding he sociodemog aphic a iables, he co ela ion es
showed ha he olde he amily ca egi e , he wo se he QoL.
Also, amily ca egi e s who did no choose o be a ca egi e ,
epo ed mo e bu den.
Rega ding psychological a iables, he esul s indica ed ha
he g ea e use o o gi eness was associa ed wi h be e amily
ela ionships; less pe cei ed dis ess, be e QoL and less ca e-
gi e bu den. In addi ion, g ea e use o o gi eness wasasso-
cia ed wi h be e amily ela ionships and lowe pe cei ed
dis ess. Finally, be e amily ela ionships we e associa ed wi h
lowe pe cei ed dis ess. The esul s a e shown in Table 2.
Con ibu ing a iables o QoL and bu den
In model 1, he con ibu ion o sociodemog aphic a iables o
QoL was analyzed. The model indica ed ha amily ca egi e ’s
age con ibu ed signi ican ly o QoL, explaining 8% o he o al
a iance. When adding he psychological a iables (model 2),
amily ela ionships, pe cei ed dis ess and he use o o gi e-
ness, he o al explained a iance o he ca egi e ’s QoL
inc eased o 42.6%. In his model, age, he use o o gi eness
and pe cei ed dis ess con ibu ed signi ican ly o QoL, while
amily ela ionships did no .
Model 3 es ed he con ibu ion o sociodemog aphic a i-
ables o bu den and indica ed ha he choice o be a amily
ca egi e explained 10.9% o ca egi e bu den. When psycho-
logical a iables we e added (model 4), he choice o be a ca e-
gi e , dis ess and o gi eness con ibu ed o ca egi e bu den,
explaining 52.1% o ca egi e bu den (R2 = 0.521), while amily
ela ionships showed no con ibu ion (Table 3).
The mode a ing ole o o gi eness
When es ing he mode a ing ole o o gi eness in he ela-
ionship be ween amily ela ionships and QoL, no signi ican
esul s we e ound (β = 0.0048, 95% CI [−0.0083, 0.0180],
= 0.7308, p = 0.4663). Howe e , he model ha es ed he
mode a ing ole o o gi eness in he ela ionship be ween
amily ela ionships and bu den was signi ican (F (3.126) =
26.3708, p = 0.0000, β = −0.0157, = −2.1908, CI [−0.0299,
−0.0015] p = 0.0303) and explained 38.57% o he a iance.
The Johnson-Neyman echnique indica ed ha amily ela-
ionships we e signi ican ly co ela ed wi h bu den when he
s anda dized alue o o gi eness was93.90 abo e he mean
(β = 0.2158, p = 0.0500), co esponding o 53.08% o he sam-
ple (Figu e 1).
The mode a ing ole o o gi eness in he ela ionship
be ween dis ess and QoL/bu den could no be es ed, as he
mode a ion assump ions we e no me as desc ibed in he da a
analysis.
Discussion
The s udy indings e ealed a signi ican associa ion be ween
amily ca egi e s’ age and hei QoL. These esul s a e in acco -
dance wi h he li e a u e ha sugges s a nega i e co ela ion
be ween age and QoL (Pe ei a e al., 2021). A plausible expla-
na ion o his ou come may ha e o do wi h he aging p ocess
being esponsible o a g adual decline in amily ca egi e s’
heal h such as he possible onse o ch onic condi ions, impac -
ing hei QoL (Fage s öm e al., 2020). Howe e , age was no
signi ican ly associa ed wi h bu den, which con as s wi h he
li e a u e ha i shows ha being olde is associa ed wi h mo e
pe cei ed bu den (Kim e al., 2012). One possible explana ion
o his esul is ha age may no be linea ly associa ed wi h
bu den, ha is, di e en le els o bu den migh mani es a se -
e al s ages o he ca egi ing p ocess, o e ime (Chiao e al.,
2015). This same au ho s a es ha he ac o ca egi ing is a
comple e and dynamic p ocess in which o he ac o s, ega d-
less o he ca egi e ’s age , such as ha ing p e ious expe ience
as a ca egi e o esponsibili y beyond he ac o ca ing, may
explain di e en pa e ns o he ca e bu den esponse. Fo
Table 1. Sociodemog aphic cha ac e iza ion o amily ca egi e s o pa ien s wi h AD.
Con inuous Va iables Min Max Medium SD
Age 42 92 66.15 13.64
educa ion 0 20 4.53 3.58
Du a ion o ca e (yea s) 0.5 9 3.98 2.20
Ca ego ical Va iables F equency %
Sex
Male 29 22.3
Female 101 77.7
Ma i al S a us
Ma ied 109 83.8
Unma ied 21 16.2
Deg ee o Kinship
Pa en s 55 42.3
Companion 58 44.6
O he s 17 13.1
Ca egi ing hou s
0–12h 7 5.4
13–24h 123 94.6
1s ime ca egi e
Yes 92 70.8
no 38 29.2
Choose o ca e
Yes 103 79.2
no 27 20.8
Seconda y ca e
Yes 71 54.6
no 59 45.4
Table 2. Rela ionship be ween sociodemog aphip and psychological a iables.
Va iables 1 2 3 4 5 6 7 8 9
1. Quali y o li e 1
2. Bu den −0.483** 1
3. Age −0.295** −0.009 1
4. Du a ion o ca e −0.023 .092 −0.030 1
5. Hou s o ca e −0.146 −0.028 .231** .091 1
6. Choice o ca e −0.162 .340** −0.067 .065 −0.214*
7. Family ela ionship −0.223*.252** −0.057 −0.053 −0.055 .056 1
8. Dis ess −0.556** .625** −0.012 −0.059 .076 .152 .218*1
9. Fo gi eness .477** −0.585** −0.072 .044 .144 −0.203** −0.195*−0.510** 1
Mean 66.63 29.31 10.28 14.68 94.75
S anda d De ia ion 15.92 19.07 12.45 16.98 17.42
*p < 0.05; **p < 0.01.

AGING & MENTAL HEALTH 5
ins ance, being younge migh be associa ed wi h g ea e pe -
cei ed bu den due o inexpe ience in ca egi ing, ha ing o he
esponsibili ies such as ha ing a ull- ime job, ha ing small chil-
d en o e en ha ing mo e inancial s ains. O e ime, he bu -
den could dec ease as he amily ca egi e adap s mo e
e ec i ely o he demands o he ca egi ing asks as a esul o
mo e expe ience, being e i ed, o ha ing no o he ca egi ing
oles (e.g. ca ing o he o sp ing).
In his s udy, no signi ican associa ions we e ound be ween
he numbe o hou s o ca egi ing and he du a ion o ca e
wi h bo h QoL and bu den. Howe e , he li e a u e indica es
ha he numbe o hou s and du a ion o ca e a e nega i ely
associa ed wi h QoL (Fa ina e al., 2017; Pe ei a e al., 2021) and
posi i ely associa ed wi h bu den (Le hin e al., 2020; Yu e al.,
2015). The numbe o hou s o ca egi ing, in his s udy, was
assessed by asking whe he ca egi ing asks ook up o less
han 12 h o mo e pe day, and a possible explana ion o hese
esul s migh be he ac ha 94.6% o he sample spen mos
o hei day ca ing o he pa ien wi h AD and, he e o e, was
no possible o es whe he he inc ease o dec ease in he
numbe o hou s was ela ed o he bu den and QoL. Fu u e
s udies may need o assess numbe o hou s is a mo e inc e-
men al manne .
On one hand, no choosing he ac o ca egi ing was
associa ed wi h g ea e bu den, wha is in acco dance wi h
he li e a u e since. when amily ca egi e s eel hey ha e
chosen o become a ca egi e , hey a e mo e likely o iden-
i y posi i e aspec s ela ed o he ca egi ing ole, which
po en ially may lead o less pe cei ed bu den (Pe l e al.,
2019). On he o he hand, he choice o he ac o ca egi ing
was no signi ican ly associa ed wi h QoL. One possible
explana ion o his esul could be he ac ha QoL was
assessed using a gene ic QoL ins umen , which may lack
sensi i i y o speci ic ca egi ing issues (e.g. i em 3e: Does
you heal h now limi you in climbing one ligh o s ai s?).
Fu u e s udies could explo e his esul u he using a spe-
ci ic ins umen designed o amily ca egi e s o pa ien s
wi h AD.
In his s udy, a posi i e ela ionship was iden i ied be ween
amily ela ionships and bu den, while a nega i e ela ionship
was obse ed be ween amily ela ionships and QoL. In o he
wo ds, as he quali y o amily ela ionships declines, ca egi e
bu den ended o inc ease, and con e sely, when he quali y o
amily ela ionships imp o es, QoL also ended o inc ease.
These indings a e consis en wi h he exis ing li e a u e, indi-
ca ing ha amily ca egi e s who epo ed posi i e amily ela-
ionships expe ienced lowe pe cei ed bu den and highe QoL
(Lindeza e al., 2020). This associa ion may be linked o he pe -
cep ion o g ea e suppo om he amily owa ds he ca egi -
ing ole.
Dis ess, in his s udy, was posi i ely associa ed wi h bu den
and nega i ely associa ed wi h QoL. These inding is in acco -
dance wi h p e ious s udies which indica e ha he g ea e he
pe cei ed dis ess, he g ea e he bu den (Messina e al., 2022)
and he lowe he QoL (Pe ei a e al., 2021; Quinn e al., 2020).
Consequen ly, symp oms o anxie y, dep ession and s ess may
be associa ed wi h ca egi e ’s de ici s in he physical, men al,
and social unc ioning, which may impac hei QoL (Fa ina
Table 3. Va iables ha con ibu e o quali y o li e and bu den.
Quali y o li e Bu den
Model 1 Model 2 Model 3 Model 4
Va iables B ePB β B ePB β B ePB β B ePB β
Age −0.345 .099 −0.295*** −0.327 .078 −0.280***
Choice o ca e 15.926 3.892 .340*** 9.767 2.919 .209**
Family ela hionship −0.134 .088 −0.105 .137 .096 .089
Dis ess −0.389 .073 −0.389*** .464 .081 .413***
Fo gi eness .205 .072 .205** −0.345 .079 −0.315***
R² (R²AJ.) .087 (.080) .509 (.497) .116 (.109) .536 (.521)
F o change in R²12.243** 43.496** 16.740*** 37.701***
**p < 0.01; ***p < 0.001.
Figu e 1. Mode a ing ole o o gi eness in he ela ionship be ween amily ela ionship and bu den.
6 I. MONTEIRO ETAL.
e al., 2017). These de ici s may also lead o a g ea e impai men
in he amily ca egi e ’s ole, which in u n, may con ibu e o
a g ea e ca egi e ’s bu den (Chiao e al., 2015).
The use o o gi eness was posi i ely associa ed wi h QoL
and nega i ely associa ed wi h bu den. Rey and Ex eme a
(2016) and DeCapo ale-Ryan e al. (2016), ound ha indi iduals
who used o gi eness expe ienced lowe pe cei ed bu den and
highe QoL. Fo gi eness may wo k as a coping s a egy ha
bu e s he pe cep ion o s ess, when ca ing o a pa ien wi h
AD, educing he pe cei ed subjec i e bu den and, as a esul ,
inc easing he pe cep ion o a be e QoL, in he amily ca egi e .
In his s udy, age, pe cei ed dis ess, and he use o o gi e-
ness eme ged as signi ican con ibu o s o QoL, ollowing p e-
ious esea ch on he in luence o age on pe cei ed dis ess
(Pe ei a e al., 2021), and he use o o gi eness as a coping
s a egy (Gull & Rana, 2013) on QoL. This esul unde sco es he
signi icance o bo h he con ex ual/backg ound aspec s and
he psychological ac o s in shaping amily ca egi e ’s QoL.
Con a y o wha was hypo hesized, howe e , amily ela ion-
ships did no signi ican ly con ibu e o ca e gi e ’s QoL. Exis ing
li e a u e sugges s ha when amily ela ionships p edic QoL,
p oblema ic amily ela ionships a e associa ed wi h a decline
in pe cei ed QoL (Lindeza e al., 2020). One possible explana ion
o hese unexpec ed esul s could be a ibu ed o he ema k-
ably low sco es eco ded in he IFR ins umen showing ha
amily ca egi e s epo ed a e y low le el o amily s ess.
Consequen ly, he lack o a iabili y in he sample may ha e
p e en ed a disce nible ela ionship be ween he quali y o
amily ela ionships and QoL.
Consis en wi h p e ious s udies, he a iables ha signi i-
can ly con ibu ed o bu den we e he choice o he ac o ca e-
gi ing (Pe l e al., 2019), pe cei ed dis ess (Liu e al., 2017) and
he use o o gi eness (Cheng e al., 2013). Li e a u e shows ha
p oblema ic amily ela ionship signi ican ly p edic bu den
(Luiu e al., 2020). Howe e , in his s udy, amily ela ionship did
no con ibu e o ca egi e bu den, p obably o he same ea-
son ha amily ela ionship did no con ibu e o QoL i.e. he
low amily s ess epo ed by he sample.
The esul s e ealed ha o gi eness mode a ed he ela-
ionship be ween amily ela ionships and bu den. Speci ically,
when he amily ca egi e showed lowe le els o o gi eness,
he ela ionship be ween wo se amily ela ionships and g ea e
bu den was s onge . Thus, o gi eness may assume a mi iga -
ing o bu e ing ole in he in e play be ween amily ela ion-
ships and bu den. The li e a u e suppo s he no ion o
o gi eness as a mode a ing a iable, as e idenced in se e al
popula ions such as amily and iends o people who died by
suicide (Le i-Belz & Gilo, 2020), pa ien s wi h kidney disease on
hemodialysis (Ye e  al., 2019) and pa ien s wi h pso iasis
(Thompson, 2003). The mode a ing ole o o gi eness is con-
side ed a coping s a egy, playing a c ucial ole in p ese ing
he quali y o amily ela ionships and educing he pe cei ed
s ess di ec ly associa ed wi h ca egi ing. As a coping s a egy,
o gi eness, in u n, may alle ia e he ela ionship be ween
amily ela ionships and ca egi e bu den (Campbell e al., 2008;
Cheng e al., 2013). Howe e , con a y o expec a ions, o gi e-
ness was no a mode a o in he ela ionship be ween amily
ela ionships and QoL. This ou come may ha e o do wi h he
ins umen used o assess QoL, he SF-36, ha may be oo
gene ic and no sensi i e enough o assess issues ela ed o
ca egi ing ha may impac QoL while he ins umen o assess
bu den (BIS) was speci ic o ca egi e s.
The heo e ical model by Pea lin e al. (1990) was an ade-
qua e model o assess QoL and bu den in his sample o amily
ca egi e pa ien s wi h AD. In ac , o gi eness was a mode a o
be ween amily ela ionships and bu den, as sugges ed by he
model. Based on he esul s, i would be impo an o de elop
in e en ion p og ams, ocused on o gi eness, o inc ease QoL
and educe he bu den, in his popula ion.
Limi a ions and u u e implica ions
The p esen s udy has limi a ions ha a e impo an o conside
such as he c oss-sec ional design ha does no allow causal
ela ionships, he low le el o amily ca egi e ’s educa ion, he
use o only sel - epo ins umen s and he ac ha all pa ici-
pan s li ed in he same municipali y. Fu u e s udies should
ollow a longi udinal design, include amily ca egi e s om
o he egions o he coun y , and include also amily ca egi e s
wi h highe educa ion. Quali a i e s udies a e also impo an
o analyze in mo e dep h, dimensions ha a e limi ed by he
quan i a i e na u e o he ins umen s used, namely o gi eness
o o he s and onesel , in he con ex o p o iding ca e o a am-
ily membe .
Finally, i will be impo an in he u u e, o ocus on he ole
o o gi eness as a media o be ween ca egi e bu den and
QoL, o e ime, as AD p og esses. Ano he pe inen issue ha
is impo an o add ess and explo e is he ole o pa ien ’s o -
gi eness owa ds hei amily ca egi e s when hey eel hey
a e no being well aken ca e.
Conclusion
This s udy ocused on QoL and bu den in amily ca egi e s o
AD pa ien s. Conside ing he esul s, i would be essen ial ha
heal h p o essionals when assessing he pa ien also include
he ca egi e , especially olde amily ca egi e s who did no
choose he ca egi e ole. Gi en he mode a ing ole o o gi e-
ness in he ela ionship be ween amily ela ionships and bu -
den, i is impo an ha in e en ions include o gi eness as a
coping mechanism o he amily ca egi e , o he amily mem-
be s and he pa ien as well. The au hos also belie e ha men al
heal h p o essionals when p omo ing o gi eness, , should also
add ess emo ion egula ion skills (e.g. educ ion in esen men ),
ela ionship dynamics (e.g. communica ion), sel -ca e, and be -
e accep ance o he ca egi ing ole.
Disclosu e s a emen
No po en ial con lic o in e es was epo ed by he au ho (s).
Funding
This s udy was conduc ed a he Psychology Resea ch Cen e
(PSI/01662), School o Psychology, Uni e si y o Minho, suppo ed by
he Founda ion o Science and Technology (FCT) h ough he
Po uguese S a e Budge (Re .: UIDB/PSI/01662/2020).
ORCID
Isabela Mon ei o h p://o cid.o g/0000-0003-4477-086X
Lau a B i o h p://o cid.o g/0000-0002-5564-5231
M. G aça Pe ei a h p://o cid.o g/0000-0001-7987-2562
AGING & MENTAL HEALTH 7
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