Wills and Bequests

What are the benefits of making a bequest?

  • You leave a legacy that will live on and be recalled.

  • You could save money on estate taxes.

  • You make it easier for your family to pay their taxes.

How do I make a bequest?

One of the simplest gifts to make is a bequest. You can designate in your will or trust that a contribution be made to family, friends, or Choices as part of your estate plan with the assistance of a professional adviser.

What are my options?

There are various methods to leave a bequest:

  • You can provide a certain sum of money or an item.
  • A portion of your estate may be donated.
  • You may make gifts out of the remaining funds in your estate.
  • Certain assets may be designated as beneficiaries.

How do I get started?

Please reach out to us about bequests and we will help you along the way!

Contact Us

Need help along the way? Give us a call and we can help you with your donation!

Contact Us

Everything you need to know.

Ok, maybe not everything, but it’s a good start. Contact us, we’d love to help.

Everything you need know.

Everything you need to know. (Ok, maybe not everything, but it’s a good start.) Contact us, we’d love to help.