Your legacy is anything you wish to leave to Temple Beth Shalom after you have passed away.
You may transfer cash, stock, real estate, furniture, art work, IRA’s, pension benefits, etc., to the Temple through your will, and your estate will benefit by saving taxes. This simple gift still provides benefits to help secure the future of the Temple.
You may name the Temple as a beneficiary of an existing insurance policy, or you may take out a specific policy and make the Temple the beneficiary.
Life Income Trusts
Substantial financial, tax, and personal benefits may be available by creating a life income. You will retain income from the trust for life (and for the life of your spouse, if you choose), after which the property in the trust goes to the Temple.
To discuss your interest in a legacy for Temple Beth Shalom please contact us.