Planned Giving
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Action Items
- Calculate how a retained life estate could benefit you.
- Download a free guide about using real estate to benefit the University of Southern Maine.
- Contact Bonnie Vance at (207) 780-4448 or bvance@usm.maine.edu with any questions you have about supporting the University of Southern Maine using real estate.
Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Changing a Life Estate | Action Items
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Changing a Life Estate | Action Items
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.
