Life Stage Gift Planner™
At this stage in life, some of the financial issues you may find yourself dealing with are:
Over Age 70
- 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.
This publication was prepared by Pentera Inc., an Indiana business corporation, which is independent of the Met. Pentera is solely responsible for its content, and the Met disclaims all liability. The information is intended to introduce certain concepts, and we caution you not to rely on it for any legal, tax, or other purpose. You should obtain the advice of your own legal and tax advisors before making any gift.
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