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Getting Started
Going Further

Meet Our Staff

Contact Us

Office of Trusts, Estates, and Gift Planning
Cornell University
130 E Seneca Street, Suite 400
Ithaca, NY 14850
Phone: 1-800-481-1865
Fax: 607-254-1204
Email:
gift_planning@cornell.edu

Disclaimer

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 about charitable solutions.