Related Links |
||||||
|
||||||
|
Testamentary Life-Income Gifts
(Is this gift for you?)
Create a testamentary life-income gift in your estate plan if ...
- You want to make a significant gift to Berkeley but must also provide for family.
- You are looking for tools to reduce the tax liability your estate will bear.
- You want to direct income to a special-needs family member, to an employee or caregiver, or to beneficiaries who do not need a large outright bequest.
For more information
Email us, complete the personal gift proposal form, or call us at 510-642-6300 so that we can assist you through every step of the process.
