After providing for family, many individuals choose to include a gift which benefits a charitable organization or cause that is meaningful to them, providing long-term support of the charitable organization’s mission. A charitable bequest can reduce the estate-tax burden on your heirs significantly.
Gifts by bequest can take many forms: a specified dollar amount, bequests of a percentage of the estate or a residual bequest of the remainder of an estate after all other obligations have been met. It is important that the bequest be worded correctly in your will, and we are happy to provide you and your legal counsel with suggested terminology.
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