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Life-Stage Gift Planner™

At various stages of our lives, we all deal with different issues, financial and otherwise. These stages of life need to be taken into account when planning your gift for UHart.

The Life-Stage Gift Planner™ will help guide you through the financial strategies and possible charitable solutions to the taxing problems you may be facing. To get started, choose the appropriate age category below.

Photo of a lady smiling. Link to Life Stage Gift Planner Under Age 60 Situations.

Under Age 60

Photo of a man and woman smiling. Link to Life Stage Gift Planner Ages 60-70 Situations.

Ages 60–70

Photo of a man smiling. Link to Life Stage Gift Planner Over Age 70 Situations.

Over Age 70

 

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