WILLS AND BEQUESTS

 

What are the benefits of making a bequest?

  1. You invest in the future of the Lake Norman Jewish community.

  2. You perpetuate your beliefs and become a role model for future generations.

  3. You become a member of the Living Legacy Society and join many others who are making a significant difference in the lives of so many.

 

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, your synagogue, or Chabad Lake Norman as part of your estate plan.

 

What are my options?

A bequest can be made in several ways:

  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

CONTACT US 

Call Rabbi Chaim Greenberg, at 915-760-1250 or email chabadlakenorman@gmail.com to move forward with your generous gift to the community.

 

Disclaimer: As with all of your important financial decisions, please consult your accountant, lawyer or other financial advisor before making any donation. All gifts are subject to review prior to acceptance.

 

Shabbat Times