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Giving Through Your Estate

Gifts by Will or Trust

If your estate is subject to estate tax, giving through your estate plan generates a charitable estate tax deduction, which may result in substantial tax savings. You may direct all or a portion of your estate to Bates. 

Beneficiary Designations

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.