When it comes to downsizing your home, we use a team approach!

Two of the most important steps into downsizing are getting your legal affairs and financial matters in order.

• Legal Affairs may include: Probate and Trust matters, Real Estate distribution, Estate planning
• Financial Matters may include: Setting retirement goals, Choosing the right retirement plan, Navigating your financial future

Factors that often lead to downsizing your family home:

• Burden of home maintenance
• Major life events have occurred
• Mobility issues
• Financial stressors
• Want to move closer to children/grandchildren
• Closer proximity to necessary medical services

Choosing to downsize and potential options:

• Can you age in place in your current home or are you looking to age in place in a new home?
• Rent an apartment
• Move in with Family
• Assisted living
  

Getting Ready to Sell