A bequest is a gift made through your will or trust. This is one of the most popular and flexible ways you can leave a legacy for life.
An IRA rollover allows people age 70½ or older to reduce their taxable income by making a gift directly from their IRA.
Are you ready to plan your will or trust? We would like to send you our free Estate Planning Guide. This guide will provide you with helpful information in how to leave a lasting legacy for life.
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