Life Stage Gift Planner™

 Under Age 60

Under Age 60.jpg

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: Read more about charitable solutions.

Back

© Pentera, Inc. Planned giving content. All rights reserved.


The University at Albany Foundation is the philanthropic arm of the University at Albany. The Foundation is the appropriate beneficiary for all gift designations to UAlbany.