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Retained Life Estate

Simply defined, estate planning is the process of thoughtfully providing for the efficient transfer of your assets to your heirs and charitable interests in accordance with your wishes. It is a testament that affirms not only how your estate will be distributed, but also what kind of a legacy you will leave behind and the impact it will have for future generations.

  • You transfer your residence, farm, or vacation home to Wolf Ridge Environmental Learning Center subject to a life estate.
  • You continue to live in the property for life or a specified term of years, and continue to be responsible for all taxes and upkeep.
  • The property passes to Wolf Ridge when your life estate ends.

A good estate plan will help you anticipate the future and manage the present. It is in your best interest and in the interest of your heirs to make sure that your intentions are clear.

Estate planning is usually not a do-it-yourself project. You’ll be faced with critical decisions that only a professional estate planner can help you make.

For more information

Contact Lucy Rogers by phone at 651-436-5784 or send her an e-mail.