Wills, Trusts, and Estate Bequests
Leave a legacy through your Will and estate planning.
Make a bequest to Joshua’s Tract Conservation and Historic Trust, Inc. (our official name). Making a bequest is easy to arrange, does not change your current life style and can be easily changed if your needs evolve.
There are two types of bequests:
A specific bequest: names a dollar amount or an asset that you wish to donate
A residuary bequest: gives all or a percentage of what remains in your estate after other obligations are fulfilled
A Gift of Land
A gift of land to Joshua’s Trust could be the right decision for you. This gift may allow you to claim the full market value of your gift while not having to worry about selling the property yourself. It provides the opportunity to retain lifetime rights to your property if that is in your interests.
Please contact us if you are interested in making a real estate gift to the trust so we can make sure your wishes and our goals align.
Name Joshua’s Trust as a beneficiary of your IRA or life insurance.
A reason to celebrate at age 70 1/2
Stocks, Bonds and Other Investments
By giving investments directly to Joshua’s Trust you may avoid paying capital gains tax on those assets.