Life transitions can be overwhelming with so many choices! These situations, with health issues and other major life events, often make couples and individuals think about transitions for downsizing and retirement. Your situation is unique and needs customized, careful consideration.

Are you looking for ways to enjoy your empty nester years? Is downsizing or retirement in your plans as you approach the end of your career? Do you have changing health concerns that need to be incorporated into your retirement plans?

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Easing the downsizing challenge


Empty Nesters

Being an empty nester gives you an opportunity to enjoy life as you near retirement. Consider your life transitions in many ways. These are the years to enjoy your peak earning years while planning for future transitions.

Team Approach


The biggest downsizing challenge faced is usually deciding where to start the process. Cleaning out and selling a home you may have lived in for a lifetime can be a very emotional experience.

Probate Expertise


Life transition planning for retirement may simply be addressing concerns for aging in place while living in your current home.

Health Transitions

Maintaining independent living later in life can be difficult because things like health and home maintenance concerns often get in the way.

Downsizing Resources

Estate Settlement

I've met many people who have struggled through the estate settlement process. It's a huge responsibility that quickly becomes complex for you to navigate if you're lacking a strong probate strategy.

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