Gift of Personal Residence or Farm
with Retained Life Estate
How It Works
- Transfer title to personal residence or farm to Valpo
- You (and spouse) occupy and maintain residence for life
- Valpo uses or sells property after your death(s)
Benefits
- No out-of-pocket cost for substantial gift to Valpo
- Federal income-tax deduction for remainder value of your residence or farm
- You (and spouse) can occupy residence for life
Next Steps
- Read a detailed description of this gift
- Contact us to learn more about this gift plan or other options
- Receive a personal calculation of this gift
- Request an eBrochure with more information about this gift
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