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Gift Planning

Life Stage Gift Planner™

Over Age 70

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

  • Maintaining financial stability
  • Anticipating healthcare needs and insurance coverage
  • Concern about the financial future of younger members of the family

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

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