Life Stage Gift Planner™—Ages 60–70

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At this stage in life, some of the financial issues you may find yourself dealing with are:

  • Comprehensive estate- and wealth-transfer planning
  • Understanding the transfer-tax system
  • Learning about wealth-transfer techniques
  • Active financial planning
  • Increasing cash flow—charitable gift planning helps minimize taxes
  • Shifting to income-producing assets
  • Assisting children with debt through annual gifts
  • Assisting grandchildren with education expenses
  • Concern with the financial future of the next generations
  • Using trusts and wealth-transfer strategies to achieve goals
  • Taking advantage of charitable trusts to optimize family wealth transfers and maximize tax benefits

For the charitably inclined, certain types of gifts can provide solutions to tax issues: Read more.

 

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Photo of the Diabetes Research Institute at the University of Miami Miller School of Medicine
 The Diabetes Research Institute at the University of Miami Miller School of Medicine.
  • Have Questions?
    If you would like more information on how you can help ensure critical funding for the DRI’s cure-focused research programs through gift planning, please contact Jill Shapiro Miller, Vice President of Gift Planning, at (800) 321-3437, or at jshapiro@drif.org. Thank you!

 

Diabetes Research Institute Foundation
200 S. Park Road, Suite 100
Hollywood, FL 33021
[P]   (954) 964-4040
[TF] (800) 321-3437
[F]   (954) 964-7036

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