It was our pleasure providing you with information on retirement and estate planning in the October Community Meetings. Here are the links to some of the resources we mentioned:
- Canadian Foundation for Economic Education (CFEE) Video education for Seniors: https://www.letstalkmoneyseniors.com/watch
- CFEE Online Modular Workbook for Seniors: Money and You Seniors (moneyandyouseniorsedition.com)
- Government Benefits Finder
- Disability Tax credit
- Changes to disability eligibility for diabetics in 2022 – Type 1 automatically qualifies, Type 2 the criteria has been expanded to make it easier to qualify. Diabetes Canada tax credits
- We ran out of Educational Articles at the Burlington Meeting so if you need any of these estate planning resources, please contact us for a copy:
Covers all topics:
- Estate Planning Guide
Specific Topics:
- Beneficiary Designations – Do’s and Don’ts
- Adding an adult child as joint owner
- Cottage Succession Planning
- Estate Planning for Blended Families
- Permanent Life Insurance
- Retirement and Estate Planning slides
I went through a lot of information in a short period of time so if there are any questions that were not addressed, please do not hesitate to reach out to my team for assistance. We are happy to provide any follow-up information and support for CARP members.
