Looking for additional income?

Talk to us about generating income, tax savings, and leaving a legacy!

Nicole Peterson Orr, Chief Philanthropy Officer and Mike Johnson, Director of Planned Giving at Providence St. Mary.

Your house is an important asset! Did you know you can generate tax-free income for life and realize tax savings with a life estate plan?

It is called a reserved life estate gift. The benefits of this gift arrangement include:

- Lifetime tax-free income
- Major tax deductions
- Satisfaction knowing your legacy will help the community!

Remember, you and/or a loved one keeps the right to live in your house with a life estate gift. Interested in exploring options?

Contact us for a no-pressure conversation to learn more.

Contact Mike and Nicole Today!

Fill out the form below and we’ll get in touch with you to answer any questions and help you explore rewarding ways to give.

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