Great news for IRA owners who are aged 70 or older! You can transfer up to $100,000 from your IRA to the Make-A-Wish Foundation® of Southern Nevada. Charitable transfers can be made from IRA’s only.
A bequest is one of the most meaningful legacies you can leave with a lasting impact.
Bequest options to consider:
- Specific bequest (stocks, life insurance, real estate)
- Percentage bequest
- Residual bequest
Adding a bequest to your will or living trust can be as simple as adding a single sentence. Here's our preferred bequest language; take this to your attorney to use as a starting point. Contact us if you have any questions!