Learn About Wills and Bequests

What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered

  2. You lessen the burden of taxes on your family

  3. You may receive estate tax savings

What are my options?

A bequest can be made in several ways:

  1. You can gift a specific dollar amount or asset

  2. You can gift a percentage of your estate

  3. You can gift from the balance or residue of your estate

  4. You can make a beneficiary designation of certain assets

Get Started