Gifts From Your Will or Trust



How it works

  • Include a bequest to Exeter in your will or trust. (Here's sample bequest language.)
  • Make your bequest unrestricted or direct it to a specific purpose here.
  • Indicate a specific amount, or a percentage of the balance remaining in your estate or trust.

Benefits

  • Your assets remain in your control during your lifetime.
  • You can modify your bequest to address changing circumstances.
  • You can direct your bequest to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Under current tax law there is no upper limit on the estate tax deduction for your charitable bequests.

Next: Important Details...

Please contact us so that we can assist you through every step of the process.

Questions and Answers:


What happens if I die without a valid will?

When do I need to change my will?

Do I need an attorney to write a will?

How do I select an executor or personal representative?

What is the Probate Court?

What are my non-probate assets?

What is a codicil?