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Testamentary Life-Income Gifts
How it works
You write a will or revocable trust directing a bequest to National Breast Cancer Foundation, Inc..
You provide that the bequest first create a life-income gift benefiting your heirs.
After their income interest terminates, the remaining balance in the gift passes to National Breast Cancer Foundation, Inc..
Benefits
- One estate asset can benefit both NBCF and your heirs.
- Resulting charitable estate-tax deduction will lower the cost of providing for children and family.
- Provisions are revocable during your lifetime, increasing your planning flexibility.
For more information
Email us, complete the personal illustration form, or call us at (972) 248-9200 so that we can assist you through every step of the process.