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Learn About Wills and Bequests

What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered

  2. You lessen the burden of taxes on your family

  3. You may receive estate tax savings

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How can I learn more?

Contact Us

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 Serve the People Inc. as part of your estate plan.

What Are My Options?

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You can gift a specific dollar amount or asset

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You can gift a percentage of your estate

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You can gift from the balance or residue of your estate

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You can make a beneficiary designation of certain assets

Get Started With Us

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