Life Stage Gift Planner™

Under age 60

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

• Accumulating and preserving wealth
• Managing debt
• Prudent asset management
• Discretionary savings programs
• Long-range planning for retirement and emergencies
• Diversifying investments and establishing a growth strategy
• Creating a simple will and estate plan providing for heirs and bequests to charity
• Increasing income; increasing debt

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