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Learn About Wills and Bequests

benefits of making a bequest

  1. Leave a lasting legacy to be remembered
  2. Lessen the burden of taxes on your family
  3. Receive estate tax savings

How can I learn more?

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 Franciscan Foundation for the Holy Land as part of your estate plan.

A bequest can be made in several ways:
  1. Gift a specific dollar amount or asset
  2. Gift a percentage of your estate
  3. Gift from the balance or residue of your estate
  4. Make a beneficiary designation of certain assets

How do I get started?