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Estate Planning Guide
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> Learn About Wills and Bequests
Learn About Wills and Bequests
What are the benefits of making a bequest?
You leave a lasting legacy to be remembered
You lessen the burden of taxes on your family
You may receive estate tax savings
How can I learn more?
Watch a Video
Download a Brochure
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 Hillcrest as part of your estate plan.
View Bequest Language
What are my options?
A bequest can be made in several ways:
You can gift a specific dollar amount or asset
You can gift a percentage of your estate
You can gift from the balance or residue of your estate
You can make a beneficiary designation of certain assets
How do I get started?
Request an Estate Planning Guide
Create an Online Account