Wills, Trusts, and Annuities

Retained Life Estate Calculator

With your retained life estate gift, you can continue to live in and/or use the property during your lifetime, and receive an immediate tax deduction for a portion of the appraised value of your property. The property passes to the association when your life estate ends.

(ex. 3/22/2018)

Have Questions?

Contact your Charitable Estate Planning Representative to discuss your options.



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