Estate Planning

pic_client05TYPES OF BEQUESTS
  • Cash Bequest: Meals On Wheels Plus receives a specific dollar amount from your estate.

  • Bequests of Securities & Assets: Meals On Wheels Plus would receive specific invested assets or is designated as the beneficiary of your IRA, qualified pension or profit-sharing plan. Bequests could include gifts of stock, bonds, annuities, mutual funds, retirement funds and life insurance.

  • Residuary Bequest: Meals On Wheels Plus receives a percentage of the financial worth of your estate.

Contact your Financial Analyst or Attorney to determine the best way for you to make a bequest to Meals on Wheels Plus.