Gifts From Your Will or Trust

How it works

• Include a bequest to W & M in your will or trust. (Here's sample bequest language.)
• Make your bequest unrestricted or direct it to a specific purpose here.
• Indicate a specific amount, or a percentage of the balance remaining in your estate or trust.

Benefits

• Your assets remain in your control during your lifetime.
• You can modify your bequest to address changing circumstances.
• You can direct your bequest to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
• Under current tax law there is no upper limit on the estate tax deduction for your charitable bequests.

Click to view

• You've Heard You Need a Will — Here's Why
• Will You Leave a Legacy?
• Too Late, I Already Have a Will
• Eight Essential Questions About Your Will
• Want to Pay Even More Taxes? Don't Write a Will.
• The Top Ten Reasons Why You Should Not Have a Will

Next

• More detail about gifts from your will or trust.
• Frequently asked questions about gifts from your will or trust.
• Contact us so we can assist you through every step.