Gift Options:
– Charitable Bequest: A bequest is simple and direct and can be formally changed should you want or need to do so.
– Life Insurance or Retirement Assets: Designate a beneficiary now and change it later if your plans change.
Best Assets to Realize My Objective…
– In your will, designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs.
– Make us the beneficiary of a retirement account or life insurance you no longer need.