Wills & Bequests
Learn about the benefits of making a bequest, including leaving a lasting legacy, how to lessen the burden of taxes on your family while receiving estate tax savings. Contact to us to learn more.
Bequests
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, Lenoir-Rhyne University or LTSS as part of your estate plan.
Bequests can be made in multiple ways, including giving a:
You can also make a beneficiary designation of certain assets to the institution.
View Bequest Language
Liz Cox