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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?
CONTACT US
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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 Janes United Methodist Church as part of your estate plan.

VIEW BEQUEST LANGUAGE
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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?
CONTACT US
REQUEST AN ESTATE PLANNING GUIDE
CREATE AN ONLINE ACCOUNT