Contract Options

Three Options for Refunding Your Investment

Willow Valley Communities offers you three contract options related to refunding your investment to your estate.  With these options, you have more power to plan for the future that you envision for yourself and your family.

  • Estate Preservation Plan* – 90% of your original investment is refunded to your estate.
  • Traditional Plan – 33% of your original investment is refunded to your estate.
  • Capital Preservation Plan – your investment secures your future at Willow Valley at a lower initial entrance fee, with 0% refunded to your estate.

Your Sales Counselor can explain these options thoroughly so that you are able to make the choice that best suits you and your family.

*Certain age limitations apply with the Estate Preservation Plan. Imputed interest rules may apply.

As Featured In The Wall Street Journal: She Stays Fit at 89 With Tap Dancing, Gym Work and a Ping Pong Robot

Willow Valley Communities is featured in The Wall Street Journal article, “She Stays Fit at 89 With Tap Dancing, Gym Work and a Ping Pong Robot.” Resident Rachel Williams shares tips on how she maintains her mental and physical fitness. Read the full article on, The Wall Street Journal: “Rachel Williams has a master plan for staying healthy and spry at 89 that revolves around a ping-pong-playing robot. She bought the Zxmoto ping pong machine for $200 in 2020 to help maintain her mental and physical fitness after the pandemic shut down the gym at her senior living community in Lancaster, Pa.”

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As Featured In The Wall Street Journal: Older Adults Are Obsessed With These Five Tech Topics

Photographer: Michelle Gustafson, The Wall Street Journal Willow Valley Communities is featured in The Wall Street Journal article, “Older Adults Are Obsessed With These Five Tech Topics.” It begins by accrediting active living, 55+ seniors at Willow Valley Communities and older adults as being tech forward. Read the full article on, The Wall Street Journal: “The residents of a retirement community in the heart of Amish country are proving what experts on aging have been saying for years: Older adults are as keen on new technologies as anyone else. Willow Valley Communities, a 2,600-resident campus in Lancaster, Pa., has a tech center staffed by volunteers. People can drop in for tech help or get their

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Planning for Your Future – Even in Retirement

Living Responsibility, Retiring Responsibly Responsibility never really ends, does it? Showing up. Working hard. Being there for your family and friends. Being smart with your money and taking care of yourself and those who depend on you. It’s how you’ve lived and even now, in retirement, that spirit hasn’t left you. It’s who you are. Even in retirement, you want to be sure you’ve planned for your future. With the myriad of choices for retirement in Central Pennsylvania, how do you decide which is right for you? You want to continue making smart choices, taking care of yourself and those who depend on you. You’ve worked hard for your money and want to protect it.

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