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    Learn About Wills and Bequests

    What are the benefits of making a bequest?

    1. You leave a lasting legacy to be remembered
    2. You lessen the burden of taxes on your family
    3. 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 living trust specifying a gift be made to family, friends or The Salvation Army as part of your estate plan. To designate your gift to your local Salvation Army, please request our suggested bequest language.

    What are my options?

    A bequest can be made in several ways:
    1. You can gift a specific dollar amount or asset
    2. You can gift a percentage of your estate
    3. You can gift from the balance or residue of your estate
    4. You can make a beneficiary designation of certain assets

    How do I get started?