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.

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Let us assist you in customizing your charitable contribution to align with your financial, tax, or estate planning goals.

Have questions? We have answers! Please feel free to reach out to us by email or by phone at (573) 592-4390.