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Retained Life Estates
(Is this gift for you?)
A retained life estate is for you if ...
- You want to use your residence to make a gift to the Wharton School, but don't want to move out.
- You are willing to deed your home, cabin, or farm to Wharton if you can continue to live there rent-free.
- You can continue to maintain your home.
- Your home is not subject to a mortgage or other obligations.
For more information
Email us, complete the personal illustration form, or call us at 215.898.1638 so that we can assist you through every step of the process.