Transforming Lives, Transforming Generations
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?
What are my options?
How do I get started?
The contents of this website are intended to convey general information only and not to provide legal advice or opinions. An attorney should be contacted for advice on specific legal issues and an CPA or Finance Advisor should be contacted for financial matters.