A CURRENT WILL OR TRUST VITAL DOCUMENTS Have you put off making or updating your will or living trust? Maybe you think it costs too much to do. Perhaps you are having a hard time deciding how to leave your money, or you may simply have an aversion to confronting your mortality. Drafting these documents may seem like a daunting task at first, until you realize all the good that comes from having them. A bequest from either a will or living trust lets you pass any amount you wish to Jesuit High School free of estate tax. You can give cash, specific property or a percentage of your estate, with restrictions or without. Because your gift doesn’t come to us until after your lifetime, you can change your mind at any time. To make sure your will accomplishes your goals according to your wishes, we recommend that you obtain the professional counsel of an attorney who specializes in estate planning. Benefits �� Provide for your family after your death. �� Distribute your assets according to your wishes. �� Save on estate taxes with proper planning. �� Leave a legacy without giving up assets today. More than half of all Americans die without a will. When this happens, assets are distributed according to the state laws where the deceased lived at the time of his or her death. 4 D I D YOU KNOW?
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