top of page
CONSIDER A BEQUEST
Bequests, which are gifts granted by will, trust or beneficiary designation, are a common way for people to plan their legacies, and there are may reasons to consider one.
For openers, a bequest allows you to plan a future gift while you keep control of your assets during your lifetime. And, if your circumstances or priorities change, you can change your bequest — it's revocable. They're flexible, too For example, you can designate a specific amount as a gift, or you can designate a percentage of your estate. Additionally, tax benefits may result from your bequest.
So, consider a bequest. It's easy to designate Deep Well as a beneficiary on an insurance plan
or retirement account, or you may even include a provision in your will.
bottom of page