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.
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D I D YOU KNOW?