|
Gift Planning Home
Ways to Give
Life-Stage Gift Planner
Gift Comparison Chart
Personal Giving Stories
Featured Article
Article Archive
Newsletter
Legacy Society
eBrochures
Bequest Language
Request a Calculation
Glossary
Contact Us
Disclaimer
|
 |
Ages 60-70
 |
|
At this stage in life, some of the financial issues you may find yourself dealing with are: |
- Comprehensive estate- and wealth-transfer planning
- Understanding the transfer-tax system
- Learning about wealth-transfer techniques
- Active financial planning
- Increasing cash flow—charitable gift planning helps minimize taxes
- Shifting to income-producing assets
- Assisting children with debt through annual gifts
- Assisting grandchildren with education expenses
- Concern with the financial future of the next generations
- Using trusts and wealth-transfer strategies to achieve goals
- Taking advantage of charitable trusts to optimize family wealth transfers and maximize tax benefits
For the charitably inclined, certain types of gifts can provide solutions to tax issues: Click here to read more.
|
