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Gifts by Will and Living Trusts

 

Gifts by Will Diagram

How It Works

  1. You include a bequest provision in your will or revocable trust
  2. At your death Milligan receives the bequest you specified

Benefits

  • You may change your bequest or trust designation at any time
  • You control the funding property during your lifetime
  • Your bequest or trust designation will not be subject to any potential federal estate tax
  • You provide future support for Milligan

Next Steps

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