Life Estate Information Portal

Safeguarding Your Home from Long-Term Care Costs
Understand how strategically using a Life Estate can help protect your home from Medicaid recovery and nursing home costs. A crucial long-term care planning tool for affluent seniors.
Safeguarding Your Home from Long-Term Care Costs
Understand how strategically using a Life Estate can help protect your home from Medicaid recovery and nursing home costs. A crucial long-term care planning tool for affluent seniors.

Don't Leave Your Home to Probate: Seniors 65+
Discover how a Life Estate can guarantee your continued residency and ensure your home bypasses costly, public probate, preserving your legacy for heirs. Learn the key benefits for affluent homeowners.
Don't Leave Your Home to Probate: Seniors 65+
Discover how a Life Estate can guarantee your continued residency and ensure your home bypasses costly, public probate, preserving your legacy for heirs. Learn the key benefits for affluent homeowners.

Life Estates & Taxes: A Guide for Seniors
Unpack the tax implications of Life Estates, including property taxes, capital gains step-up in basis, and gift tax considerations. Essential insights for affluent seniors planning their estate.
Life Estates & Taxes: A Guide for Seniors
Unpack the tax implications of Life Estates, including property taxes, capital gains step-up in basis, and gift tax considerations. Essential insights for affluent seniors planning their estate.

The Enhanced Life Estate Lady Bird Deed
Learn about the powerful Lady Bird Deed (Enhanced Life Estate) and how it allows affluent seniors to retain control over their property, even while planning for probate avoidance and Medicaid.
The Enhanced Life Estate Lady Bird Deed
Learn about the powerful Lady Bird Deed (Enhanced Life Estate) and how it allows affluent seniors to retain control over their property, even while planning for probate avoidance and Medicaid.

Life Estate vs. Will: Protecting Your Home
Explore the critical differences between a traditional Will and a Life Estate for your primary residence. Understand how Life Estates offer enhanced asset protection and a smoother transfer for affluent...
Life Estate vs. Will: Protecting Your Home
Explore the critical differences between a traditional Will and a Life Estate for your primary residence. Understand how Life Estates offer enhanced asset protection and a smoother transfer for affluent...

Life Estates and Navigating Shared Ownership
Weigh the pros and cons of a Life Estate in the context of complex family structures. Learn how to minimize potential conflicts and ensure your property goals align with your...
Life Estates and Navigating Shared Ownership
Weigh the pros and cons of a Life Estate in the context of complex family structures. Learn how to minimize potential conflicts and ensure your property goals align with your...