Bequests and Wills

Benefits of a Bequest

• You leave a lasting legacy to be remembered
• You lessen the burden of taxes on your family
• You may receive estate tax savings

What are My Options?

• You can gift a specific dollar amount or asset.
• You can gift a percentage of your estate.
• You can gift from the balance or residue of your estate.
• You can make a beneficiary designation of certain assets.

How Can I Learn More About Wills?

How Do I Get Started?