Gifts by Will and Living Trusts

How It Works

1. You include a bequest provision in your will or revocable trust
2. At your death the CMA receives the bequest you specified

Benefits

• You may change your bequest or trust designation at any time
• You control the funding property during your lifetime
• Your bequest or trust designation will not be subject to any potential federal estate tax
• You provide future support for the CMA