Changing a Life Estate
Copyright © The Stelter Company, All rights reserved. The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
When you arrange a retained life estate to benefit The Foundations of Hawai'i Pacific Health, you retain the right to live in your home for the rest of your life. But what if something changes over the years and you no longer want to live there?
If this happens to you, there are several solutions:
If you're considering this type of gift, we are happy to work with you and your professional advisors to ensure the gift meets your needs and ours. Please contact Jeff Pederson at 808-535-7134 or jeff.pederson@kapiolani.org with any questions.
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Changing a Life Estate | Action Items
Jeff Pederson
Director of Planned Giving
Phone: 808-535-7134
Fax: 808-535-7111
E-mail: jeff.pederson@kapiolani.org
