Wills and Bequests
What are the benefits of making a bequest?
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You leave a legacy that will live on and be recalled.
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You could save money on estate taxes.
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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!
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.