Learn About Bequests
What are the benefits of making a bequest?
- You leave a lasting legacy to be remembered.
- You lessen the burden of taxes on your family.
- You may receive estate tax savings.
How can I learn more? (Click on link below)
How do I make a bequest?
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Casa Foundation as part of your estate plan.
What are my options?
A bequest can be made in several ways: