Gifts by Will and Living Trusts

 

Gifts by will.png


How It Works

  1. You include a bequest provision in your will or revocable trust
  2. At your death The Florida Bar Foundation receives the bequest you specified

Benefits

  • You may change your bequest or trust designation at any time
  • You control the funding property during your lifetime
  • Your bequest or trust designation will not be subject to any potential federal estate tax
  • You provide future support for The Florida Bar Foundation

 

beq_wording.gif

 

Next Steps

 

The discussion herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to The Florida Bar Foundation. We would be pleased to discuss, in confidence, ways in which you may support The Florida Bar Foundation. These measures may also have an impact on your estate planning.

 

Back

© Pentera, Inc. Planned giving content. All rights reserved.