Your Bequest - A Gift That will Live Forever
By including a bequest to the Batemans Bay Youth Foundation in your Will, you will help our Batemans Bay youth to pursue their academic studies, that otherwise might not be able to.
Your Next Step...
- If you already have a Will, you will agree that it is important to review it regularly. Your situation may have changed. Why not talk to your family and adviser as soon as possible. Arrange to review your present Will; and if you can include a codicil (an amendment) for a bequest to the Batemans Bay Youth Foundation.
- If you don't have a Will at present, it is important to remember that a Will is possibly the most important document you will ever sign, ensuring that all your assets are distributed according to your wishes.
Whether you are re-writing your Will or drawing it up for the first time, be sure to seek professional advise. It is advisable to consult a solicitor or trustee company and tell them your wishes. However straightforward your wishes may be, they must be expressed in clear, precise language, and it is essential that your Will is correctly signed and witnesses.
Your professional adviser can assist in these important ways:
- Help keep your Will flexible by allowing for future events.
- Advise on powers and discretions to be included so that your estate can be handled in a
practical and sympathetic manner.
How do you include a Bequest to the Batemans Bay Youth Foundation in your Will?
Suggest this wording to the adviser who prepares your Will:
- Where a Residual Bequest is intended:
I bequeath to the Batemans Bay Youth Foundation for the general purposes thereof, the rest and residue of my Estate and I declare that the receipt of the Secretary or other proper officer shall be a sufficient discharge to my trustee who shall not be bound to see the application thereof.
- For a Specific Bequest:
I give and bequeath the sum of $ (insert specific amount to be given) or (insert specific item to be given) to the Batemans Bay Youth Foundation for the general purposes thereof and I declare that the receipt of the Secretary or other proper officer shall be a sufficient discharge to my trustee who shall not be bound to see the application thereof.
Note: This information is present accurately, but is not intended as specific legal advice. Please consult your solicitor or trustee company when considering any legal matter. State laws which govern Wills and contracts are subject to change.
We would be only too happy to assist if you have any queries, please contact us on 02 4472 5306
Should you be considering a bequest to us we thank you sincerely for your generosity.