Learn About Wills and Bequests
What are the benefits of making a bequest?
- You leave a lasting legacy to be remembered
- You lessen the burden of taxes on your family
- You may receive estate tax savings
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 University of Indianapolis as part of your estate plan.
What are my options?
A bequest can be made in several ways:
How do I get started?
Additional Gift Planning Resources
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Free Estate Planning Guide
Ready to plan your will or trust? Our free guide will provide you with helpful information to get you started.
Gift Calculators
Explore income and tax benefits for gifts that pay you during life.
