Learn About Wills and Bequests
What Is A Will?
A will is a legal document that describes how you want your assets distributed in the event of your death. A bequest is a description of the gift you would like to leave to family, friends and charitable organizations.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?
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 Mount Evans Home Health Care & Hospice as part of your estate plan.
What are my options?
A bequest can be made in several ways:
