Jessica and Emily, a same-sex couple in their 60s, lived in a $18MM historic estate in Bel Air. They feared taking out a reverse mortgage would eliminate their daughters’ inheritance, so they avoided the idea.

When they consulted Evoque Lending Reverse, they learned their heirs could still inherit the property and any remaining equity after the loan was repaid. With this knowledge, Jessica and Emily decided to renovate their estate and establish a charitable foundation supporting LGBTQ+ youth. Their daughters were proud of their parents’ contributions and grateful for the preserved family home and legacy.