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Case Study: Using Home Equity for Estate and Legacy Planning

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In the first part of the case-study series focusing on home equity as an effective strategy in comprehensive financial planning, we will look at real-life scenarios, to explore how using a reverse mortgage as an income tax free alternative to selling low cost-basis assets, or to facilitate life insurance strategies and Roth Conversions, can help protect your client’s heirs from large income tax liabilities. Participants will learn how they can use the reverse mortgage program as a pro-active planning tool, and will create strategies for turning dormant equity into solutions and opportunities they can present to clients as viable safeguards in their estate and legacy plans. 

  • Discuss broad-based knowledge of the reverse mortgage product
  • Outline opportunities to enhance a later-life asset and income distribution plan
  • Identify risks in clients' financial plans that could be mitigated by including home equity into the planning process

Steve Resch

Vice President or Retirement Strategies, Finance of America Reverse

Steve Resch is Vice President of Retirement Strategies for Finance of America Reverse, where he leads education and training programs for financial professionals across the country. Steve is also an investment advisor, partner in a wealth management firm, and designer of the “Reverse Illustrator”, a groundbreaking program that graphically displays the flexibility and options that a reverse mortgage can bring to a financial plan. Steve is a subject expert source, interviewed by numerous media outlets including TheStreet.com, Nasdaq Trade Talks, Yahoo Finance, Barons, among others, and is a frequent speaker at both national and regional professional conferences.



Case Study: Using Home Equity for Estate and Legacy Planning
Open to view video.
Open to view video.
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
0.5 CFP CE credits  |  Certificate available
0.5 CFP CE credits  |  Certificate available