I’m 70 or Older
Put your mind at ease by learning how to make your retirement dollars last. Now is the time to be diligent about updating estate plans that put your family first, and talking to your children about your choices.
First Consideration: Consider the benefits of a life income gift
A life income arrangement allows you to make a gift and, in return, receive payments for life. This type of plan can provide you with additional income during your retirement years or a steady income for a loved one. After your lifetime or that of a loved one, the remainder supports our valuable work, leaving a legacy for tomorrow.
Second consideration: Include us in your will and put family first
A bequest in your will or trust to is an easy way to make a difference without affecting your current cash flow. You can leave a specific dollar amount or a percentage of your estate. When planning a future gift, it’s sometimes difficult to determine what size donation will make sense. Emergencies happen, and you need to make sure your family is financially taken care of first. Including a bequest of a percentage of your estate ensures that your gift will remain proportionate to your estate size, no matter how it fluctuates over the years.