5 WAYS TO REMEMBER US IN YOUR WILL
A bequest to the Boys & Girls Clubs of Lake Eufaula is not only philanthropic, it's also savvy estate planning. Here are some popular ways to give a gift in your will that can produce remarkable estate tax savings:
1 Unrestricted bequest.
By making an unrestricted gift of a given sum of money or other asset, you allow us to apply the funds to our most pressing needs.
2 Percentage or remainder.
You may choose to leave us a percentage of your estate or the balance remaining after bequests are distributed to your other heirs.
3 Trust for spouse.
In your will, you may want to place some or all of the remainder of your estate in a "QTIP" trust for the benefit of your spouse. After your spouse's death, all or part of the trust remainder will be distributed to us.
4 Life income plans.
Establish a charitable remainder trust in your will, which pays an income to your beneficiaries for life or a term of years. After that, the remainder is given to Boys & Girls Clubs of Lake Eufaula. Aside from benefiting a charity, life income plans provide major estate tax savings.
5 Endowed scholarship fund.
You can establish a permanent endowed scholarship fund through your will. The fund can be established in your name or in memory of a loved one.
Contact a financial advisor today to learn more about remembering us in your will.
You may contact us at 334-616-7882.