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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

If any of the ideas discussed here are of interest, contact the Planned Giving Office at 888.217.4829.

 


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