Life Stage Gift Planner™

 Over Age 65

Photo of a man and woman smiling for a picture. Link to Life Stage Gift Planner Over Age 65 Gifts.

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.

 

Back

© Pentera, Inc. Planned giving content. All rights reserved.