Lives change significantly every five years on average. Everyone should take a close look, to make sure their Will reflects what they really care about; our loved ones, friends and the causes we care about. Here are some things to consider when putting together your Will:
Use a lawyer to execute your Will. The cost is small compared to the peace of mind derived from knowing it is done properly. Both spouses must have their own Wills;
Choose your executor(s) carefully as they are the ones who will carry out your wishes;
Bequests can be for specific amounts, percentages or the residue of your estate;
The needs of your family and loved ones should be considered first;
Bequests to a charitable organization in your Will produce significant tax benefits for your estate.

Exact wording of a Bequest is very important. The most flexible, far-reaching wording would be to leave a portion of your estate to "The Belmont House Foundation ”.

For information on other ways of giving, such as gifts of property, Life Insurance, Bonds etc. please contact us Contact Us for our brochure or fill out the Information Request Form online.