For many of us, there is a compelling need to make
a difference—to leave a lasting impact on the people
most dear to us and the world in which we live. The
search for significance and desire to plan for the future
leads many to ponder their legacy. Please contact us to
learn how you can make a lasting impact. Download your
FREE Estate Planning Guide and start planning today.
You are at: Planned Giving > 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 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 Wide Horizon as part of your estate plan.
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?
