Shaping the Future: Unveiling the Benefits and Process of Making an Estate Gift

Embarking on the journey of making an estate gift opens up a realm of benefits, leaving an enduring impact and securing your legacy for generations to come.

Benefits of Making an Estate Gift

1. Leave a Lasting Legacy: Your estate gift ensures that your values and generosity endure, creating a legacy that transcends time and resonates with the causes and institutions close to your heart.
2. Tax Relief for Your Family: Alleviate the burden of taxes on your loved ones by strategically planning your estate. A well-crafted estate gift can provide financial relief and ease the complexities associated with inheritance taxes.
3. Potential Estate Tax Savings: Navigate the intricacies of estate planning to potentially enjoy tax savings, allowing you to allocate more of your assets towards the causes that matter most.

Estate Gift Options: Tailoring Your Legacy

Tailor your estate gift to suit your preferences and goals:

• Gift a Specific Dollar Amount or Asset: Designate a fixed amount or specific assets in your estate gift.
• Gift a Percentage of Your Estate: Allocate a percentage of your estate to support the causes that matter most to you.
• Gift from the Balance or Residue of Your Estate: Contribute from the remaining balance after specific gifts have been fulfilled.
• Make a Beneficiary Designation: Directly designate certain assets as beneficiaries, streamlining the distribution process.

Empower your legacy with an estate gift—your key to shaping the future and leaving a lasting imprint on the causes that matter most.

Learn More About Making an Estate Gift

Discover more about the art of making an estate gift through various channels:

• Contact Us: Reach out to our knowledgeable team for personalized guidance on incorporating an estate gift into your estate planning.