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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.
  4. You impact the lives of students at Belmont.

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 Belmont University as part of your estate plan.

What are my options?

A bequest can be made in several ways, including gifts of:
  1. A percentage of your estate
  2. A specific dollar amount or asset
  3. The balance or residue of your estate
  4. A beneficiary designation of certain assets

How do I get started?