Gifts by Will and Living Trusts


Gifts by Will Diagram

How It Works

  1. You include a bequest provision in your will or revocable trust
  2. At your death Taylor receives the bequest you specified



  • You may change your bequest or trust designation at any time
  • You control the funding property during your lifetime
  • Your bequest or trust designation will not be subject to any potential federal estate tax
  • You provide future support for Taylor


Next Steps



© Pentera, Inc. Planned giving content. All rights reserved.