Define what easier living means
Consider stairs, storage, outdoor upkeep, room for visitors, and proximity to the services you use. A smaller home is not automatically a better fit.
Plan the sequence
Discuss the timing of selling and buying, temporary housing possibilities, and moving logistics. Financial and tax decisions deserve advice tailored to your circumstances.
Sort before you list
Start with one room and identify what to keep, give away, sell, or store. Leave space in the schedule for decisions that are personal, not just practical.
Make a manageable plan
Julie can help break the real estate portion into clear steps and identify questions to take to other professionals.
Educational guidance, not legal, tax, lending, or investment advice. Verify property-specific facts and current requirements with qualified professionals.