Life Stage Gift Planner™

Ages 66+

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At this stage in life, some of the financial issues you may find yourself dealing with are:

  • Shifting to income-producing assets
  • Increasing cash flow—charitable gift planning can help minimize taxes
  • Maintaining financial stability
  • Anticipating healthcare needs and insurance coverage
  • Concern about the financial future of younger members of the family
  • Review will and estate plans

For the charitably inclined, certain types of gifts can provide solutions to tax issues: Read more about charitable solutions.

 

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