Planned Giving

Life Stage Gift Planner™

At this stage in life, some of the financial issues
you may find yourself dealing with are:

Accumulating assets
Active financial planning
Comprehensive estate- and wealth-transfer planning
Assisting children with debt through annual gifts
Taking advantage of charitable trusts to optimize family wealth transfers and maximize tax benefits
Diversifying investments
Increasing retirement-plan contributions

For the charitably inclined, certain types of gifts can provide solutions to tax issues: Read more about charitable solutions.