Learn About Wills

What are the benefits of making a bequest (will)?

• You leave a lasting legacy to be remembered
• You lessen the burden of taxes on your family
• You may receive estate tax savings

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 MiraCosta College Foundation as part of your estate plan. View bequest language.

What are my options?

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 can I learn more and/or get started?

Contact us!