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Retained Life Estates
(Gift example*)
You have always loved your home and have no plans to move from it. It has appreciated significantly since you bought it, and today it is the largest asset in your estate. You are considering a gift to Tufts in memory of your sister but cannot locate an asset that you can part with comfortably.
You decide to donate your house to us, retaining a life estate for yourself and your spouse. You have secured an independent appraisal stating that your house is worth $250,000. The mortgage has been paid off.
Here are the benefits of this gift:
Husband and Wife, 70 and 68 |
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Asset Value |
$250,000 |
Charitable Deduction |
$74,446 |
| Click here to calculate the benefits a retained life estate would give you. |
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*This example is based on a factor that changes monthly. Contact our office for a personal illustration based on the latest rates. |
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For more information
Email us, complete the personal illustration form, or call us at 1-888-PGTUFTS so that we can assist you through every step of the process.
Meet Our Donors |
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Ophelia will support future Tufts students through her charitable remainder unitrust. About Ophelia About her gift |
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Tufts’ leaders have a vision that we share and enthusiastically endorse. About Gary and his wife About their gift |
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Lloyd will support future Tufts students through his estate plans. About Lloyd About his gift |
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Carl remembered Tufts University in his will. |
