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learn About bequest

WHAT ARE THE BENEFITS OF MAKING A BEQUEST?

  1. You leave a lasting legacy to be remembered.
  2. You lessen the burden of taxes on your family.
  3. You may receive estate tax savings.

HOW DO I MAKE A BEQUEST?

A bequest is one of the easiest gifts to make. With the help of an adviser, you can include language in your will or trust specifying a gift be made to family, friends, or LifeGR ® as part of your estate plan.

View Bequest Language

WHAT ARE MY OPTIONS?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset.
  2. You can gift a percentage of your estate.
  3. You can gift from the balance or residue of your estate.
  4. You can make a beneficiary designation of certain assets.