Over Age 70
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: Click here to read more.
The U of I Foundation gift planning staff is pleased to answer your questions and offer assistance at any time. Please contact the Foundation to learn more.