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How To Set Up A Bequest? To set up a bequest, you simply designate a specific amount to be transferred as a gift for either general or defined use. Such a gift can take the form of cash, stocks, real estate, autos or any other type of asset. All such charitable transfers are deductible for federal estate tax purposes. This often makes it possible to give a larger gift at a lower cost. A planned gift to Horizons Unlimited will help assure that the future needs of adults with disabilities will continue to be met throughout the upcoming years.


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