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

How can I learn more?

How do I make a bequest?

What are my options?

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

How do I get started?