Educational Tools
The Minnesota Health Care Directive
Everyone is at risk of not being able to make their own health care decisions.
A health care directive is a planning tool used to identify who you want to make decisions for you if you aren’t able, and put your preferences and wishes regarding end-of-life health care in writing.
Print a suggested health care directive form that is user-friendly and meets Minnesota legal requirements. Instructions for completing included. Each of the four parts is a multi-page pdf document.
“Who Gets Grandma’s Yellow Pie Plate?”
There are powerful messages in who gets what!
This site provides practical information about the inheritance of personal property and family dynamics.
Quizzes, conversations starters and information on available educational resources to help families make informed decisions (workbook, video and educator’s toolkit) are included.
Financing Long Term Care: A Resource Center for Families
No one plans to have their health change or need long term care, but the risk of needing long term care faces all of us.
Families are often searching for help to begin critical conversations and begin planning before a crisis.
This site offers unbiased, research-based information with no financial or long term care products or services to sell.
Up-to-date information on long term care risk, costs, and financing alternatives is provided. Various types of decision-making tools such as worksheets and interactive assessment tools, fact sheets, conversation starters. and an on-line self study are offered.
Critical Conversations About Financing Long Term Care
A curriculum to increase awareness of the need to plan for changing health and independence as a later life event impacting financial security.
Covers the basics of long term care risk, costs, and financing alternatives.
Offers worksheets and tools to begin critical conversations about long term care and financial security issues.
Financial Security in Later Life: Reaching Employees At Work
The University of Minnesota Extension Service provides unbiased information to help employees become more financially secure, less stressed, and more productive. Proven one-hour workshops and “on-you-own” educational resources are offered to employees at the worksite—without selling any financial products. Our resources help employers offer financial management education that goes beyond specific products or work benefits. Workshop topics range from an overview of later life events affecting financial security in later life, to long term care financing, planning for retirement, and families and inheritance.
Financial Security in Later Life: A National Initiative of the Cooperative Extension Service.
Marlene is one of thirteen members of the National Initiative Management Team.
This initiative is focused on helping consumers plan, take action, and evaluate to achieve financial security in later life.
Numerous on-line resources are offered to help families jump-start their planning.
Marlene has authored numerous national initiative tools for educators and consumers including:
- “Take the Road to Financial Security in Later Life” curriculum.
- Resources to help increase knowledge about normal events affecting
later life financial security.
Helps consumers assess their preparedness for later life financial security and create a plan of action to meet their needs and goals. - “Take the Road to Financial Security in Later Life”
- Introduces three critical mileposts to stop at on the road to
achieving financial security in later life.
To learn more print a brochure. - “Take the Road to Financial Security in Later Life on-line self-study”
- This site offers a no charge self-study course to help you learn about and navigate important mileposts along the road to achieving financial security in later life.
- One third of your life may be ahead of you after age 60! If you want to be financially secure in later life, it’s never too early to begin preparing.
Long term care financing resources
- Financing Long Term Care: A Resource Center for Families
- Critical Conversations About Financing Long Term Care curriculum