Judy loves her little home. She and her husband purchased it decades ago when they were just married. Judy could show anyone the tree in the backyard that was the site of many of their children's adventures. Each night, she eats at the table that has been the site of countless family feasts.

Fortunately, Judy is in good health and her family lives nearby. She has a comfortable life and even though her house seems a little bigger since her husband passed away, it is still home. Yet, Judy realizes she wants to do something more with it. She has always supported her local charity's mission by volunteering and by making donations when she was able.

Recently, Judy had an idea. She wanted to give the charity her house, but in a special way. She arranged to give the house to the charity and retained a life estate. That means she has the right to live in or even rent the house until she passes away. After that the charity owns the house and will use it to further their mission she so dearly loves. Because of this, she will also receive an income tax deduction today for a portion of the value of the house.

What about your home? Is it time to see what you can make it do for you? Keep the memories coming by knowing its future is as secure as its past. Call us for more information and ask for details about what a similar plan can do for you.