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Tag: End of life planning
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Discover financial empowerment resources
Search this library to find research and resources from across the financial empowerment field.
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Let’s talk money- seniors edition
Open, honest conversations about money are one of the keys to building a healthy relationship with your family, across the generations. With a little preparation, talking about financial matters can help build trust, deepen connections, relieve stress and lead to greater peace of mind. Yet for...
Publication Date: February 2, 2023
Topic: Best practices, Consumer protection
Author: Canadian Foundation for Economic Education
Publisher: Canadian Foundation for Economic Education
Content Type: Training/Toolkits
Format Type: Toolkit
Tag: Assets, End of life planning, investing, Retirement planning, Seniors
Location: Canada
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Financial Resources for End of Life
There may be resources to help us with the expenses of taking care of our departed. Often these resources are never tapped into but could have helped with the costs taken on by the surviving family or friends. We need to “look under every stone” to ensure that we have found all of these...
Publication Date: February 2, 2023
Topic: Financial literacy, Financial well-being
Author: Francesca Dobbyn, Holly Devlin
Publisher: The United Way
Content Type: Training/Toolkits
Format Type: Guide
Tag: Canada, End of life planning, Estate planning, Tax benefits
Location: Canada, Ontario
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