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 can I learn more?

How do I make a bequest?

A bequest is one of the easiest and popular gifts to make. With help from an advisor you can include language in your will or trust, specifying a gift to be made to family, friends or Christian ministries 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
You can incorporate a "give it twice" trust to double the benefit for family and ministry.

How do I get started?

Request an Estate Planning Guide