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?
WATCH A VIDEO
DOWNLOAD A BROCHURE
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 Janes United Methodist Church 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
HOW DO I GET STARTED?
REQUEST AN ESTATE PLANNING GUIDE
CREATE AN ONLINE ACCOUNT