Gift of Personal Residence or Farm with Retained Life Estate

Gift of Personal Residence or Farm with Retained Life Estate Diagram

How It Works

  1. Transfer title to personal residence or farm to Winchester Hospital
  2. No change in your lifestyle—you (and spouse) occupy and enjoy residence or farm for life
  3. Winchester Hospital keeps or sells property after your death(s)

Benefits

  • No out-of-pocket cost for substantial gift to Winchester Hospital
  • Federal income-tax deduction for remainder value of your residence or farm
  • You (and spouse) can occupy residence for life

More Information

Contact Us

Denise L. Flynn
Vice President, Philanthropy
781.756.2155
Denise.L.Flynn@Lahey.org

 

Winchester Hospital
41 Highland Avenue
Winchester, MA 01890

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