Bequest Planning Guide

A Bequest Planning Guide helps individuals outline their wishes for distributing their assets after they pass away. This involves deciding who receives specific belongings, money, or property, and can include charitable donations. The guide provides steps for creating a will or trust, ensuring legal requirements are met, and communicating plans with family. Effective bequest planning ensures that your assets are handled according to your wishes, can minimize taxes and expenses, and can provide support to loved ones or causes important to you.