Plan by Age

If you would like to learn more about the estate, financial and gift planning topics that matter to you, select the age group that best describes you to get started.

UNDER 40
You are probably focused on the present, with job or career and possibly a new or growing family, but what would happen to your loved ones if they were faced with your sudden death?  Protect the people and causes you love with your first estate plan.

AGES 40-54
With growing children, aging parents and a busy schedule, estate and financial planning can be a challenge, but it is necessary! Fortunately, we’re here to help you get your plans in order to protect your family and support your favorite causes.

AGES 55-69
Retirement is just around the corner—or here! Take steps now to make sure you can thoroughly enjoy the extra time you’ll have to travel and spend time with your children and grandchildren.

AGES 70+
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.

Under 40

Here are practical, simple tips on getting your plans in order to protect your family and support your favorite organizations.

Planning for Your Loved Ones

The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones. Some of the things you can do include:

  • Create your first will.
  • Put a living will in place.
  • Include a durable power of attorney.
  • Take full advantage of your retirement plans.

Helping Others

After your family is taken care of, you can extend your support by planning a gift that makes a lasting impact on our work.

  • Include a gift to us in your will.
  • Designate a small percentage of your retirement plan assets to benefit our organization after your lifetime.
  • Designate a percentage of your life insurance policy to support us after your lifetime.

Ages 40-54

Here are practical, simple tips on getting your plans in order to protect your family and support your favorite organizations.

Planning for Your Family

The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones.

  • Create your first will, or update an existing document.
  • Put a living will in place.
  • Include a durable power of attorney.
  • Take full advantage of your retirement plans.

Helping Others

After your family is taken care of, you can extend your support by including a gift to our organization in your long-term plans.

  • Include a gift to us in your will.
  • Designate a small percentage of your retirement plan assets to benefit our organization after your lifetime.
  • Designate a percentage of your life insurance policy to support us after your lifetime.
  • Donate appreciated stock you have owned for more than one year.

Ages 55-69

Here are practical, simple tips on getting your plans in order to protect your family and support your favorite organizations.

Planning for Your Family

The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones.

  • Make sure your will is the best it can be.
  • Plan for a financially secure retirement.

Helping Others

After your family is taken care of, you can extend your support by including a gift to our organization in your long-term plans.

  • Leave us a small percentage of your assets through a gift in your will.
  • Make a charitable gift to us and receive fixed payments for life.
  • Designate a small percentage of your retirement plan assets to benefit our organization after your lifetime.
  • Donate appreciated stock you have owned for more than one year.
  • Donate your home or another piece of real estate.
  • Arrange a charitable remainder trust to benefit our organization.
  • Set up a charitable lead trust that supports us and helps preserve your loved ones’ inheritance.

Ages 70+

Here are practical, simple tips on getting your plans in order to protect your family and support your favorite organizations.

Planning for Your Family

The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones.

  • Make sure your will is the best it can be.

Helping Others

After your family is taken care of, you can include a gift to our organization in your estate plans and continue your support of our work far into the future.

  • Leave us a small percentage of your assets through a gift in your will.
  • Make a charitable gift to us and receive fixed payments for life.
  • Designate a small percentage of your retirement plan assets to benefit our organization after your lifetime.
  • Donate appreciated stock you have owned for more than one year.
  • Give savings bonds as a charitable gift through your will.
  • Donate your home or another piece of real estate.
  • Arrange a charitable remainder trust to benefit our organization.
  • Set up a charitable lead trust that supports us and helps preserve your loved ones’ inheritance.