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.

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 the Chesapeake Bay Foundation as part of your estate plan.


What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset.
  2. You can gift a percentage of your estate.
  3. You can gift from the balance or residue of your estate.
  4. You can make a beneficiary designation of certain assets.

How do I get started?