Life Stage Gift Planner™
Under Age 45
At this stage in life, some of the financial issues
- Increasing income
- Managing debt
- Accumulating assets
- Starting discretionary savings programs
- Long-range planning for retirement and emergencies
- Establishing a growth strategy for investments
- Creating a simple will and estate plan providing for heirs and bequests to charity
For the charitably inclined, certain types of gifts can provide solutions to tax issues: Read more about charitable solutions.
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