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REED COLLEGE OFFICE OF COLLEGE RELATIONS, GIFT PLANNING 3203 SE Woodstock Boulevard, Portland, Oregon 972028199 phone: 503/7777573 email: giftplanning@reed.eduBequest Intention Thank you for including
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Identify your assets, including property, investments, and personal belongings.
02
Determine your beneficiaries, including family members, friends, and charitable organizations.
03
Choose an executor who will manage your estate according to your wishes.
04
Draft your will, ensuring it includes all relevant details such as asset distribution and executor information.
05
Consider setting up a trust to manage assets for minor children or specific conditions.
06
Review and update your estate plan regularly, especially after major life events like marriage, divorce, or the birth of a child.
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Consult with an estate planning attorney to ensure compliance with laws and regulations.

Who needs bequests and estate planning?

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Individuals with substantial assets or properties.
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Parents who want to provide for their children after their passing.
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People wishing to support charities or causes through their estate.
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Anyone wanting to ensure their wishes are followed after death.
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Individuals seeking to minimize estate taxes and ensure efficient asset distribution.
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Bequests are gifts made through a will or estate plan, transferring assets or property to beneficiaries upon a person's death. Estate planning is the process of organizing how these assets will be managed and distributed after one's death, including the creation of wills, trusts, and other legal documents.
Individuals who have assets exceeding their state's threshold for probate or estate taxes, or who wish to outline the distribution of their assets after death, are required to file bequests and estate planning documents.
To fill out bequests and estate planning documents, individuals should gather information on their assets, liabilities, and beneficiaries, complete the necessary forms (like wills or trusts), often with the help of an attorney or financial advisor, and ensure all documents are signed and witnessed as required by state law.
The purpose of bequests and estate planning is to ensure that an individual's wishes regarding asset distribution are respected after death, to minimize taxes and expenses related to the transfer of property, and to prevent potential disputes among heirs.
Information that must be reported includes personal details of the individual, a list of assets and liabilities, details of beneficiaries, and the specific distribution plan for assets.
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