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 do I make a bequest?
What are my options?
How can I learn more?
Beneficiary Designation
A beneficiary designation is the act of naming the person who will inherit an asset in the event of your passing. Examples include financial accounts, retirement accounts, life insurance policies, and trusts.
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