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Retained Life Estates

How It Works

You transfer your residence, farm, or vacation home to Mental Health America subject to a life estate.

You continue to live in the property for life or a specified term of years, while continuing to be responsible for all taxes and upkeep.

The property passes to MHA when your life estate ends.

Benefits

  • You receive gift credit and an immediate income tax deduction for a portion of the appraised value of your property.
  • You can terminate your life estate at any time and take an additional income tax deduction.
  • You can have the satisfaction of making a significant gift now that benefits MHA later.

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For more information

If you are considering a retained life estate gift, email us, complete the personal illustration form, or call us at (703) 838-7533 so that we can assist you through every step of the process.
Gift Plans Bequest Charitable Bargain Sale Charitable Gift Annuity Deferred Gift Annuity Charitable Lead Trust Pooled Income Fund Remainder Annuity Trust Remainder Unitrust FLIP Unitrust Retained Life Estate
Assets You Can Give Appreciated Securities Business Interests Cash Life Insurance Personal Property Partnership Interests Real Estate Retirement Plan
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