Life Stage Gift Planner™

Ages 45–65

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

  • Accumulating assets
  • Active financial planning
  • Comprehensive estate- and wealth-transfer planning
  • Assisting children with debt through annual gifts
  • Taking advantage of charitable trusts to optimize family wealth transfers and maximize tax benefits
  • Diversifying investments
  • Increasing retirement-plan contributions

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

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Disclaimer

THE WALTER PETERSON LEGACY SOCIETY

Photo of Walter Peterson

When you notify NHPR of your gift intentions, you are automatically a part of our Walter Peterson Legacy Society honoring the late governor. NHPR’s Legacy Society carries on the values he represented, supporting public radio in New Hampshire for the next generation of listeners and journalists.