When your homestead is one of your largest assets, our Homestead Protector strategies can allow you to live in your home as long as you can, pay homestead real estate taxes, and together with other investors, protect the homestead from nursing home expenses, creditors and ex-in-laws.

This flexible new strategy allows elder(s) to live in their home, cabin or other residence as long as they choose, and, if homesteaded, continue paying lower real estate taxes. It is also designed so that family or loved ones pay less or no capital gains taxes.

This proven strategy offers Right to Occupy benefits for the homestead, plus it saves loved ones from significant capital gains taxes when gifting the equity of a highly appreciated homestead that has been sold during your lifetime.