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Life Stage Gift Planner™

 Over Age 65

Photo of a man in physical therapy. 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.

 

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