Sentences with phrase «retained life estate»

Retained Life Estate: A donor may make a gift of his or her personal residence, farm or vacation property to Animal Humane and retain the right to live there for the remainder of his or her life.
One of the best ways to add protection in your estate plan is to transfer the title of your primary residence to your children while retaining a life estate.

Not exact matches

My estate planning practice includes drafting documents including wills, revocable trusts, powers of attorney, health care directives, pre - and post-marital agreements, irrevocable life insurance trusts (ILITs), intentional defective grantor trusts (IDGTs), grantor retained annuity trusts (GRATs), all types of partnership agreements and documents related to the formation and operation of limited liability companies (LLCs).
Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.
A trust is usually created to separate the monetary value of your life insurance policy's death benefit from the value of your estate or to allow you to retain some control of your assets after you pass away.
He entered real estate in 2005 while living in Las Vegas and retains his Nevada license.
From recruiting and retaining to optimizing technology, the following interview with Al Galperin of Real Living CO Properties in Denver, Colo. explores the ins and outs of running a thriving real estate business.
Bentall Kennedy will retain its brand and become Sun Life's real estate investment management platform.
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