Skip to Content

Learn About Wills and Bequests


What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. 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 OMC Regional Foundation as part of your estate plan.


What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?


scriptsknown

Plan Your Will

The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future.
More

Free Wills Guide

Are you ready to plan your will or trust? We would like to give you a FREE Wills Guide.
More

eNewsletter Sign Up

Please click on the appropriate link below to register for our weekly eNewsletter. Our eNewsletter feature current news from Washington, finance information, stories about others who have benefited from giving, calculators and more!
Donor eNewsletter
Advisor eNewsletter