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Zelma Braga Legacy Society
Estate Planning Overview
Estate planning can entail difficult choices, but once your plan is in place, it provides a sense of relief and peace of mind. You’ll know that you have done your best to plan and provide for yourself and for loved ones, as well as for the causes you’ve cared about during your lifetime.
Bequest Language
Sample bequest language is offered for your legal counsel’s consideration in preparing your will or trust.
Benefits of Giving
A gift plan can provide you substantial tax benefits, especially when you give stock or real estate. Depending on your situation, you may save income taxes, capital gains taxes, probate expenses, and estate taxes.
Retirement Planning Tips
It’s really never too early—or too late—to do retirement planning. With this in mind, Bristol offers the following list of basic points to consider.
Find the Best Gift
To help you determine your ideal gift to Bristol, we offer an easy-to-use web tool. It's just a few questions. Give it a try!
Find the Best Asset
We offer an easy-to-use tool to help you determine the ideal asset for making an outright gift or funding a Charitable Gift Annuity (CGA) to benefit Bristol Community College Foundation. Answer a few simple questions to get started. Give it a try!
Compare Gifts
The planned gift that is best for you depends on your goals for the gift. We’ve created a chart that lets you compare the characteristics of your choice of gift plans.
Advisor Resources
If you are advising a client who is considering a planned gift or bequest to Bristol Community College Foundation, we welcome the opportunity to work with you in helping your client.
Glossary
Administrator – The person appointed by the court to manage one’s estate when he or she dies without leaving a will. Administrators have the same duties as executors.