Wills and Bequests

What are the benefits of making a bequest?

• You leave a lasting legacy to be remembered
• You lessen the burden of taxes on your family
• You may receive estate tax savings

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, friends or The Legacy at Shell Point as part of your estate plan.

Bequest Verbiage:

Bequest of Cash

• • • • “I bequeath the sum of $10,000 to The Legacy at Shell Point of Fort Myers, FL.”

Bequest of a Percent of the Estate

• • • • “I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to The Legacy at Shell Point, Fort Myers, FL.”

Contingent Bequest

• • • • “If my brother John Doe survives me, I devise and bequeath 20% of the remainder and residue of property owned at my death, whether real or personal, and wherever located to John Doe. If John Doe does not survive me, then I devise and bequeath 20% of my residuary estate, whether real or personal property and wherever located to Shell Point Retirement Community, Fort Myers, FL.”

Legal Name

• • • • The Legacy Foundation at Shell Point, Inc., 15010 Shell Point Blvd, Fort Myers, FL 33908.

TAX I.D. Number

• • • • The Legacy Foundation at Shell Point, Inc. TAX ID number is #800002415.