Learn About Wills and 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 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 your chosen charity as part of your estate plan. View Bequest Language

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