Planned Giving
Gifts by Will
How It Works
- You include a bequest provision in your will or revocable
trust - At your death receives the bequest you specified
Benefits
- You may change your bequest at any time
- You control the property funding the bequest during your lifetime
- Your bequest will not be subject to any potential federal estate tax
- You provide future support for
Next Steps
- I’d like to see a detailed description of this gift
- I’d like to have a confidential conversation with a gift-planning
officer about this gift plan or other options - I’d like a personal calculation of this gift
Please note: Because the federal estate tax has been repealed for 2010, there is no current estate tax in 2010 for the gifts described on this page. However, the consensus opinion among professionals is that Congress will enact an estate-tax law that may be retroactive to January 1, 2010. It is very important that you seek the advice of your estate-planning attorney to determine what changes, if any, need to be made to your existing estate plans, and then again if Congress reinstates the estate tax sometime later this year.
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