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Gift Planning

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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Faculty at Evangelical Theological Seminary, Cairo, Egypt

Samy Estafanos, Class of 2015

"Princeton Seminary shaped and equipped me for the teaching ministry that I am practicing now. I was shaped spiritually, mentally, and socially by all means."