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PLANNED GIVING CONTACT FORM If you would like more information about planned giving through a bequest or gift annuity, please fill out the form below, and we will be in touch. Personal Information
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How to fill out make a bequest or

01
To fill out a bequest, follow these steps:
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Start by deciding what you want to include in your bequest. This can include assets such as property, money, or valuables.
03
Consult with a lawyer or estate planning professional to ensure that your bequest is legally valid and meets all requirements.
04
Specify in your will or trust the details of your bequest, including the recipient(s) or organization(s) who will receive the assets.
05
Clearly define the nature of the bequest, whether it is a specific bequest (a particular asset), a general bequest (a percentage of your estate), or a residual bequest (what is left of your estate after other bequests and debts are settled).
06
Review and update your bequest regularly to ensure it aligns with your current wishes and circumstances.
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Remember, it is recommended to consult with legal professionals when creating or updating your bequest to ensure everything is done correctly and according to the relevant laws and regulations.

Who needs make a bequest or?

01
Anyone who wishes to leave a part of their assets or estate to specific individuals, charities, or organizations can make a bequest. Common individuals who make bequests include:
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- Parents who want to provide for their children's future
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- Individuals who want to support charitable causes close to their hearts
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- Pet owners who want to ensure the well-being of their beloved pets after their passing
05
- Individuals who have specific wishes regarding the distribution of their assets
06
It is important to consult with legal professionals to ensure that your bequest is properly drafted and aligns with your intentions.
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A make a bequest is a legal document that allows a person to leave assets or property to beneficiaries after their death.
Individuals who plan to leave a bequest in their will or estate plan are required to file a make a bequest.
To fill out a make a bequest, individuals should specify the assets, the beneficiaries, and any conditions related to the bequest in their estate planning documents.
The purpose of a make a bequest is to ensure that one's assets are distributed according to their wishes after death.
Information that must be reported includes the names of beneficiaries, descriptions of the assets, and any specific terms of the bequest.
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