Estate Planning - - Leaving a Legacy of Love
with a Bequest in Your Will

or charitable estate planning, the most common way to give is through a bequest in your will. A properly prepared will is a very effective means to accomplish many goals, including charitable giving. A bequest can be made directly to Trinity Church. Please give serious thought and prayer in making such a bequest.

Bequest

Why make a charitable bequest in your will?
·  God (and Trinity Church) will be honored to be remembered in your will.
·  Your estate may receive tax advantages from your generosity (please see Note: on page 2).
A charitable bequest in a will may be made as:
·  A specified dollar amount.
·  A fixed percentage of the estate.
·  The residue - that which remains after providing for your other beneficiaries.
·  A particular piece of property.

How do I leave a bequest in my will?

·  To leave a specified dollar amount, state:
"I give, devise and bequeath to Trinity Church of Plymouth, Michigan, $______."

·  To leave a fixed percentage of your estate, state:
"I give, devise and bequeath to Trinity Church of Plymouth, Michigan, _____% of my estate, including real and personal property."

·  To leave a bequest of the residue of your estate after other bequests, state:
"The residue of my estate, including real and personal property, I give, devise, and bequeath to Trinity Church of Plymouth, Michigan."

·  To leave a particular piece of property such as land or a residence, state:
"I give, devise and bequeath to Trinity Church of Plymouth, Michigan, (descriptions of the property) located at (exact location)."

A will is the foundation of your estate plan, and a charitable bequest in your will can establish yourLegacy of Lovefor future generations. Please contact Rob Westphal, Trinity Church Finance Committee Chairman, at (734)669-8908 for assistance. All inquiries will be handled promptly and confidentially.


Note: The information on this website is not intended as legal or tax advice.

Please consult an attorney before drafting a will or a codicil to an existing will.

In addition, please consult a tax advisor or financial planner who is well versed in potential tax consequences inherent with estate planning to protect your heirs from adverse consequences. IRAs, 401Ks, and real estate may be particularly complex to navigate.

Thank You!