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Life Stage Gift Planner™

Over Age 70

Photo of a man and woman smiling. Link to Life Stage Gift Planner Over Age 70 Gifts.

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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