Estate Planning


Your contribution, their future. Leave a legacy that matters. 

Some benefits of making a bequest: 

  • Leaving a lasting legacy to be remembered
  • Lessening the burden of taxes on your family
  • You may receive estate tax savings

Some options could be to: 

  • Gift a specific dollar amount or asset
  • Gift a percentage of your estate
  • Gift from the balance or residue of your estate
  • Make a beneficiary designation of certain assets