Life
Estate
Continue to live in your home,
while receiving an income tax deduction
A Life Estate is a gift of a reminder interest
in your personal residence. You would irrevocably transfer
title to your personal residence to Lifeworks with related
rights to use your property for a term that is specified
in your gift agreement…usually for you and your spouse’s
life.
You will continue to live in your house, while
receiving an income tax deduction for the value of your
gift. The value of your gift is calculated using present
value techniques on the gifted home.