This guide was created by the ALA Office of Research & Evaluation, and funded by the FINRA Investor Education Foundation. New books added June 13th, 2025... 13 Jun

Financial Literacy in Public Libraries: Estate Planning Books

Just because your children are grown doesn’t mean the money conversations are over. In fact, some of the most important financial lessons and decisions happen in the later chapters of life—not just for you, but for your family. 11 Jun

How to Share Financial Values with Your Adult Children

These early financial warning signs and risks are a crucial part of planning for diminishing capacity to protect a vulnerable family member... 09 Jun

Diminishing Capacity: Financial Risks & Early Warning Signs

For high-net-worth families in Canada, effective estate planning is the cornerstone of generational wealth. In this guide, we walk through foundational estate planning strategies —tailored for families with significant wealth— and how to use them to build a legacy that lasts. 05 Jun

Legacy-Centered Approach for High-Net-Worth Families in Canada

MAID in Canada refers to Medical Assistance in Dying, a legal health service allowing eligible individuals to receive assistance from a medical practitioner to end their life under specific circumstances defined by federal and provincial/territorial law.  03 Jun

MAID Canada: Eligibility Criteria and Legal Safeguards

Often called executors, personal representatives shoulder the responsibility of managing and distributing a decedent’s estate. Their role is critical, but compensation for this work is frequently misunderstood. 01 Jun

How are Executors (Personal Representatives) Compensated?

Executor Not Communicating with Beneficiaries: What to Do 25 May

Executor Not Communicating with Beneficiaries: What to Do

Post-mortem estate planning refers to legal and tax strategies that can be implemented after a person’s death, aimed at minimizing total tax obligations, avoiding double or even triple taxation, and ensuring a smooth, effective transfer of wealth to beneficiaries. 21 May

Post-mortem Estate Planning: Legal & Tax Strategies

If you’ve been named a beneficiary of an estate, it’s essential to understand an executor’s powers and limitations. Knowing what an executor can and cannot do will help you identify potential misconduct and protect your inheritance. 13 May

Every Beneficiary Should Know What an Executor Can and Cannot Do

Experiencing anxiety during inheritance matters is more common than you might think. This article explores seven science-backed strategies that help you manage the emotional overwhelm while handling practical inheritance matters with greater clarity and peace of mind. 09 May

Strategies for Managing Anxiety During Inheritance Matters

Give Yourself Permission to Grieve: Managing the psychological aspects of an inheritance ultimately determines whether the windfall becomes a lasting positive influence or a temporary financial event... 08 May

The Psychology of an Inheritance Windfall: Strategic Approaches

Comparing DIY Estate Planning Software: Features & Costs | With so many options available, choosing the right DIY Estate Planning Software can feel like navigating a labyrinth... 07 May

Comparing DIY Estate Planning Software: Features & Costs