Use your home’s value to cover expenses now while leaving more for your children. Provide for your needs today and leave a stronger future for your family.
Maximize Your Legacy, Secure their future.
Use your home’s value to cover expenses now while leaving more for your children. Provide for your needs today and leave a stronger future for your family.
Our process
Our process
01
Make a Plan
Don’t sell you home. We’ll place your house into a trust and build your estate plan.
02
Fund your heloc
You cover healthcare or living expenses, while enabling your children to achieve their dreams.
03
Ensure legacies
Step Up’s approach can double the money you leave to your children.
01
Make a Plan
Don’t sell you home. We’ll place your house into a trust and build your estate plan.
02
Fund your heloc
You cover healthcare or living expenses, while enabling your children to achieve their dreams.
03
Ensure legacies
Step Up’s approach can double the money you leave to your children.
Mark Friedman
“Using StepUP was a game changer for our family. We didn’t have to sell my parents’ home, and they got the money they needed to enjoy retirement. Plus, we’ll be able to keep the house in the family. It really made a ton of sense.”
for Parents
Congratulations on building equity in your home!
You’ve worked hard to make your house a valuable asset, and now you have the opportunity to pass that wealth on to your children—while still enjoying life to the fullest. With StepUP, you can tap into your home’s equity using our flexible HELOC (Home Equity Line of Credit), giving you the financial freedom to live comfortably in retirement.
And when it’s time to pass your home down, your kids will benefit from a stepped-up basis, meaning they’ll inherit it with minimized tax burdens. You get the funds you need now, and your legacy stays intact for generations to come.
Let us help you enjoy today while securing your family’s future!
for kids
Unlock your family’s financial future—today.
With StepUP, you can help your parents tap into the equity they’ve built in their home without selling it. With a HELOC (Home Equity Line of Credit) they get to enjoy their retirement, and you get access to your inheritance now.
Here’s the best part: you’ll still inherit the home with a stepped-up basis, doubling the value you’ll eventually receive while minimizing taxes. It’s a win-win—your parents enjoy their hard-earned equity, and you get to build your own future, backed by a secure family legacy. You can use the funds for a down payment, education, or anything that helps you thrive today.
Talk to your parents about how StepUP can benefit everyone.