Retained Life Estates

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How It Works

You transfer your residence, farm, or vacation home to subject to a life estate.

You continue to live in the property for life or a specified term of years, while continuing to be responsible for all taxes and upkeep.

The property passes to when your life estate ends.

Benefits

More


For more information

If you are considering a retained life estate gift, email us, complete the personal illustration form, or call us at so that we can assist you through every step of the process.


 

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