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THANK YOU! LEGACY GIFT THANK YOU Former Intent for Your Legacy Your lives legacy is so important. And something worth thinking about and planning for. A legacy gift is a simple, thoughtful way to
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How to fill out legacy gifts taking your

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How to fill out legacy gifts taking your

01
Identify the organization or individual you want to leave your legacy gift to.
02
Consider consulting with an attorney or financial advisor to ensure your wishes are legally documented.
03
Decide what type of legacy gift you would like to leave (cash, property, stocks, etc).
04
Include the information about your legacy gift in your will or estate planning documents.
05
Inform your beneficiaries and loved ones about your decision to leave a legacy gift.

Who needs legacy gifts taking your?

01
Individuals who want to ensure their assets are distributed according to their wishes after they pass away.
02
Non-profit organizations or charities that rely on donations to support their missions and programs.
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Legacy gifts are assets or money given to beneficiaries in a will.
The executor or personal representative of the deceased's estate is responsible for filing legacy gifts.
Legacy gifts are typically reported on the estate tax return and distributed to the beneficiaries according to the terms of the will.
The purpose of legacy gifts is to ensure that the deceased's assets are distributed to the intended beneficiaries as outlined in the will.
Information such as the value of the assets, names of beneficiaries, and any specific instructions from the will must be reported on legacy gifts.
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