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Making a Legacy Gift in your Will The following is the suggested language for making a gift in your Last Will and Testament to Epworth United Methodist Church. With the help and guidance of your legal
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How to fill out making a legacy gift:

01
Start by gathering all the necessary information about your assets and finances. This includes details about your investments, properties, insurance policies, retirement accounts, and any other valuable assets you wish to include in your legacy gift.
02
Consider seeking professional advice from an attorney or financial advisor who specializes in estate planning. They can guide you through the process, provide expert advice, and help ensure that your legacy gift is structured in the most effective and tax-efficient way possible.
03
Decide on the beneficiaries and organizations you wish to include in your legacy gift. This can be family members, friends, charitable organizations, or any other individuals or entities you wish to support.
04
Consider the different ways you can leave your legacy gift. This can include writing a will, setting up a trust, or designating beneficiaries on certain accounts. Each option has different legal and financial implications, so it's important to choose the one that best suits your circumstances and objectives.
05
Prepare the necessary legal documents to formalize your legacy gift. This may include drafting a will, setting up a trust, or creating beneficiary designations on relevant accounts. Make sure to review and update these documents periodically to reflect any changes in your circumstances or wishes.

Who needs making a legacy gift:

01
Individuals who want to leave a lasting impact and support causes or organizations they care about.
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Those who wish to provide for their loved ones and ensure their financial well-being after their passing.
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People who want to maximize the tax benefits and minimize the estate taxes or other financial burdens on their assets.
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Anyone who wants to ensure that their assets are distributed according to their wishes and minimize the potential for any disputes or conflicts among family members or beneficiaries.
Overall, making a legacy gift is a thoughtful and important process that allows you to leave a lasting impact and support the people and causes that are important to you. By following the necessary steps and seeking professional advice, you can ensure that your legacy gift is structured in the most effective and meaningful way possible.
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A legacy gift is a donation or contribution made through a will or estate plan.
Individuals who wish to leave a gift to a charitable organization or beneficiary in their will or estate plan are required to file making a legacy gift.
To fill out making a legacy gift, individuals should consult with an attorney or financial advisor to ensure their wishes are accurately reflected in their will or estate plan.
The purpose of making a legacy gift is to leave a lasting impact or support a cause that is important to the individual, even after they have passed away.
Information such as the name of the beneficiary, the specific gift or donation amount, and any conditions or restrictions attached to the gift must be reported on making a legacy gift.
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