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.

Use our Gift-Planning Calculator for a personalized illustration of benefits!