Bequests

What are the benefits of making 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

How can I learn more?

Contact Us!

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 United Way as part of your estate plan.

What are my options?

A bequest can be made in several ways:

  • 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 do I get started?

Contact Us!