Before you sell your home - even if you’re leaning toward downsizing - take a moment to look at the bigger picture. Selling may seem like the obvious next step, but have you considered the tax implications, the timing of the sale, or how this move fits into your long-term financial strategy? In some cases, holding onto the property and turning it into a rental can create long-term value, especially when thinking about wealth-building and what you’ll pass down to your heirs.
Before making any final decisions, let’s explore your options together. I offer free consultations to help homeowners understand both the tax implications of selling and the benefits of keeping the home as an income-producing asset. Plus, if you decide to hold onto it, our property management team can make that process seamless and stress-free.
Let’s put education first. Fill out the intake form below and I’ll follow up personally to schedule a time to talk. Whether you sell or rent, make the choice that’s best for you and your family - informed and empowered.
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