Learn About Wills and Bequests

What are the benefits of making a bequest?

Leave a lasting legacy to be remembered
Lessen the burden of taxes on your family
Receive possible estate tax savings

How can I learn more?

Watch a Video

Download a Brochure

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 CBMC as part of your estate plan.

View Bequest Language

What are my options?

A bequest can be made in several ways:

Gift a specific dollar amount or asset
Gift a percentage of your estate
Gift from the balance or residue of your estate
Make a beneficiary designation of certain assets

How do I get started?

Request a Wills Guide

Create an Online Account