Seasons of Life

Planned Giving

  • Seasons of Life

    What’s the right age for adults to begin estate planning?  In most states, the only legal requirement for a valid will is that a person be age 18 or older and “of sound mind.”  As a practical matter, the need for a will and other estate plans starts to arise when a person assumes family responsibilities or accumulates personal wealth sufficient to warrant planning for its distribution.  Estate planning needs and goals change over the decades, but there are many ways to incorporate philanthropy into the plans.

    Ages 40
    and younger
    Ages 40s
    to mid-50s
    Ages mid-50s to 60s Ages 70
    and older

    Please contact us for more information on any of the ideas above.

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