Wills and Bequests
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 The Benedictine Foundation as part of your estate plan.
What are the benefits of making a bequest?
- A bequest is generally a revocable gift, which means it can be changed or modified at any time
- You lessen the burden of taxes on your family
- You may receive estate tax savings which could offset or eliminate estate taxes, resulting in a larger inheritance for your heirs
- You leave a lasting legacy to be remembered
What are my options?
A bequest can be made in several ways: