• home
  • Planned Giving
  • How to Give
  • What to Give
  • Resources
    • Blog
    • Life Stage Gift Planner™
    • Compare Gift Options
    • Request a Calculation
    • Bequest Language
  • Contact Us
    • Newsletter Sign-Up
    • Request eBrochures
  • donate
  • 908.647.0800
Welcome to Gift Planning > Life Stage Gift Planner™ > Ages 60-70 Situations
Print This Page E-Mail This Page Decrease Font Size Increase Font Fize

Life Stage Gift Planner™

Ages 60–70

Photo of a man and woman on bicycles. Link to Life Stage Gift Planner Ages 60-70 Gifts.

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: Read more about charitable solutions.

Back

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

Contact Information

3415 Valley Road, PO Box 825, Liberty Corner, NJ 07938-0825
Directions

X

Ph 908.647.0800

F 908.647.5021

Social

  • Facebook
  • Instagram
  • Linkedin
  • Twitter
  • YouTube

Quicklinks

  • About Us
  • Careers
  • News
  • Contact

Accreditation