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 LifeWorks NW 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?


scriptsknown

Reach out.
Find a Service near you.

Contact us at 503-617-3821
for more information on
how to make a gift.

Contribute
Of every dollar contributed to LifeWorks NW, 91% goes directly to our services, helping more than 17,000 people each year. — Help us reach further.