Bequests

While you’re considering your 2014 income tax savings, this may also be a good time to consider long-term tax savings. The federal estate tax can still take approximately 40% to 50% of one’s estate at the time of death. That’s a higher tax bite than the income tax! It definitely pays to do some advance planning with your attorney and other professional advisors. We hope you will consider a charitable bequest in your will – to benefit us while you save estate tax dollars at the same time.