Legacy Planner
It's true! You can even get a deduction.
It's called a retained life estate.
  • Make a significant gift with the most valuable asset you hold, without disturbing your income or your lifestyle.

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Gift Plans Bequest Charitable Bargain Sale Charitable Gift Annuity Charitable Lead Trust Deferred Gift Annuity Remainder Annuity Trust Remainder Unitrust Retained Life Estate
Assets You Can Give Appreciated Securities Business Interests Cash Life Insurance Lifetime Gifts of Insurance Gift-Replacement Life Insurance Partnership Interests Personal Property Real Estate Retirement Plans
Resources Frequent Questions Glossary