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 Suffolk 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 Suffolk

Suffolk gives credit today for estate gifts that will arrive in the future as long as the following conditions are met:

• The donor is at least 65 years old
• The amount is at least $50,000
• The donor signs an intent form or provides other documentation

More Information