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Bequest
Charitable Bargain Sale
Charitable Gift Annuity
Charitable Lead Trust
Deferred Gift Annuity
FLIP Unitrust
Pooled Life Income Fund
Remainder Annuity Trust
Remainder Unitrust
Retained Life Estate
Appreciated Securities
Business Interests
Cash
Life Insurance
Partnership Interests
Personal Property
Real Estate
Retirement Plans
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Retained Life Estates You have always loved your home and have no plans to move from it. It has appreciated significantly since you bought it, and today it is the largest asset in your estate. You are considering a gift to THE ASSOCIATED in memory of your sister but cannot locate an asset that you can part with comfortably. You decide to donate your house to us, retaining a life estate for yourself and your spouse. You have secured an independent appraisal stating that your house is worth $250,000. The mortgage has been paid off. Here are the benefits of this gift:
For more information Email us, complete the personal illustration form, or call us at 410-727-4828 so that we can assist you through every step of the process.
THE ASSOCIATED Disclaimer and Privacy Notice
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Copyright © 2001 - 2006 United Jewish Communities. All Rights Reserved Privacy Policy and Terms of Use THE ASSOCIATED: Jewish Community Federation of Baltimore |
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