Making a Gift from Your Will or Trust
What are the benefits of leaving a gift in your Will or Trust?
- 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 gift from my Will or Trust?
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, your parish, a Catholic school, or the Bishop to use where most needed as part of your estate plan.
What are my options?
A bequest can be made in several ways:
