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Bequests
Getting Started: Bequests
Leave your legacy by making a gift in your will or living trust to friends, family and charitable organizations. A bequest is one of the simplest ways to remember those you care about most.
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Let a Philanthropic Bequest Fit Your Wishes
As time goes by and your life evolves, you may consider how estate planning will affect your life and the lives of your family members. It may be time, you decide, to make a gift to benefit an organization that is very meaningful to you. If you are planning a bequest, let us explain the options that will best reflect your wishes.
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Eight Ways to Make a Bequest and a Difference
Here are eight generally accepted ways to make a bequest in your will or revocable living trust.
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Estate Planning With Bequests
You have several smart choices to direct the maximum inheritance to loved ones after you are gone.
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Make Sure Your Charitable Bequest Is Deductible
By now you know that a gift from your estate to a charitable organization like ours is tax-deductible. But did you know that there are certain guidelines you must follow to ensure the deductibility of your gift? If you are planning to make a bequest, here are some points to ponder to make sure your gift will be tax-deductible.
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