• Welcome to Creating Your Legacy Through Gift Planning
• Welcome to Gift Planning
• Overview of Ways to Give
  • Assets I Can Give
  • Gifts by Will
  • Gifts That Pay Income for Life
  • Charitable Lead Trust
  • Gifts by Retirement Plans
  • Gifts by Estate Note
• Understanding Gift Planning
• Join the Lifetime Philanthropists
• The Gift-Planning Process
• Step 1: Explore Most Popular Options for Creating Your Legacy
  • Gifts by Will
  • Gifts That Pay You Income
• Step 2: Explore Options with Life-Stage Gift Planner™
• Step 3: Compare the Options
  • Compare Gift Options
  • Calculate Your Gift
• Step 4: Contact Us to Help
• Publications About Gift-Planning Strategies
• Current Newsletter
• Featured Article
• Article Archive
• eBrochures
• Meet The Donors
• Resource Center
• Frequently Asked Questions
• Gift-Planning Calculator
• Glossary of Terms
• Bequest Language
• Contact Us
• Disclaimer

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: Click here to read more.

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