Learn About Wills and Bequests
What are the benefits of making a bequest?
01
You leave a legacy of stewardship.
02
You may lessen the burden of tax on your family and possibly your estate.
03
Anyone can make a bequest to their church or favorite ministry.
How can I learn more?
How do I make a bequest?
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or your church or favorite ministry as part of your estate plan.
What are my options?
A bequest can be made in several ways:
01
You can gift a specific dollar amount or asset.
02
You can gift a percentage of your estate.
03
You can gift from the balance or residue of your estate.
04
You can make a beneficiary designation of certain assets.
