Under Age 40
You may be dealing with:
Accumulating wealth-establishing growth strategiesManaging debt
Long range planning for retirement and emergencies-may include 401(k) contributions and company match
Saving for children's education-may include tax-advantaged accounts
Protection For Your Family and Loved Ones—Provide for yourself and others
Create a will and a living willInclude a durable power of attorney
Take full advantage of your retirement plans-Contribute as close to the allowable maximum as you can and make sure to take advantage of any company match.
Define Your Legacy and Make a Lasting Impact at Jacksonville University—After your family is taken care of, support JU in your long-term plans
Consider:
Including a gift to JU in your willConsider:
Designating a percentage of your retirement plan assets to support JU after your lifetime
Designating a percentage of your life insurance proceeds to support JU after your lifetime
Ages 40-60
You may be dealing with:
Accumulating and preserving wealth-growth strategiesManaging debt
Long range planning for retirement and emergencies
Taking advantage of discretionary savings programs
Paying for children's education
Protection For Your Family and Loved Ones—Provide for yourself and others
Create a will and estate plan or update your existing documentsHave a living will
Include a durable power of attorney in your estate planning
Take full advantage of retirement plan options to prepare for a financially secure retirement
Define Your Legacy and Make a Lasting Impact at Jacksonville University—After your family is taken care of, support JU in your long-term plans
Consider:
Including a gift to JU in your will or trustConsider:
Gifting retirement plan assets to JU after your lifetime and leaving better taxed assets to your family
Making a gift to JU of life insurance proceeds no longer needed by your family
Donating appreciated stock
Donating real estate and retaining a life estate
Establishing a charitable remainder trust with income now and help for JU later
Ages 60 to 70
You may be dealing with:
Financial, estate, and wealth-transfer planningIncreasing cash flow and shifting to income-producing assets
Assisting children through annual gifts
Education expenses for grandchildren
Using charitable trusts for family wealth transfer and to maximize tax benefits
Protection For Your Family and Loved Ones—Provide for yourself and others
Make sure that your estate plan is completePrepare for a financially secure retirement
Define Your Legacy and Make a Lasting Impact at Jacksonville University—After your family is taken care of, support JU into the future
Consider:
Including a gift to JU in your will or trustConsider:
Making a charitable gift to JU and receiving income for life
Gifting retirement plan assets to JU after your lifetime and leaving better taxed assets to your family
Making a gift to JU of life insurance proceeds no longer needed by your family
Establishing a charitable lead trust to help JU now and preserve assets for your family later
Donating appreciated stock
Donating real estate and retaining a life estate
Over Age 70
You may be dealing with:
Maintaining financial stabilityConsidering possible healthcare needs
Concern for the financial futures of your family
Protection For Your Family and Loved Ones—Provide for yourself and others
Make sure that your estate plan is complete
Define Your Legacy and Make a Lasting Impact at Jacksonville University—After your family is taken care of, support JU into the future
Consider:
Including a gift to JU in your will or trustConsider:
Making a charitable gift to JU and receiving income for life
Gifting retirement plan assets to JU after your lifetime and leaving better taxed assets to your family
Making a gift to JU of life insurance proceeds no longer needed by your family
Establishing a charitable lead trust to help JU now and preserve assets for your family later
Donating appreciated stock
Donating real estate and retaining a life estate
