Secure Act

Are you planning to leave your IRA to your children and other heirs using a stretch IRA plan? Did you know the Secure Act has dramatically changed the tax law rules, substantially increasing the income taxes paid by your children on inherited IRAs?

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 can I learn more?

Watch a Video

Download a Brochure

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 Eastern Mennonite University as part of your estate plan. Have you already included EMU in your will? Please let us know.

View Bequest Language

What are my options?

A bequest can be made in several ways:

You can gift a specific dollar amount or asset
You can gift a percentage of your estate
You can gift from the balance or residue of your estate
You can make a beneficiary designation of certain assets

How do I get started?

Request a Wills Guide

Create an Online Account