Life Stage Gift Planner™

Under Age 60

Under Age 60.jpg

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

  • Accumulating and preserving wealth
  • Managing debt
  • Prudent asset management
  • Discretionary savings programs
  • Long-range planning for retirement and emergencies
  • Diversifying investments and establishing a growth strategy
  • Creating a simple will and estate plan providing for heirs and bequests to charity
  • Increasing income; increasing debt

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

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Advancement Office

CONTACT INFORMATION

Burns Building 204
919 Albany St.
Los Angeles, CA 90015

Thanh Hoang
P: 213.736.1025
F: 213.384.1659
thanh.hoang@lls.edu