Retained Life Estates
(Is this gift for you?)

A retained life estate is for you if ...

• You want to use your residence as a gift asset, but don't want to move out
• You are willing to deed your home, cabin, or farm to us 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 610-526-1425 so that we can assist you through every step of the process.