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?
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 AltaMed Health Services as part of your estate plan.
What are my options?
A bequest can be made in several ways:
Gift a specific dollar amount or asset
Gift a percentage of your estate
Gift from the balance or residue of your estate
Make a beneficiary designation of certain assets
How do I get started?
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This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor