Description
Switching to a smaller home can be more complicated than it sounds. Get a financial consultation before downsizing to shelter your home equity from excess taxes and ensure homeownership furthers your long-term goals.
Downsizing a home
$250.00
- Examine your current net worth
- Calculate your cash flow
- Evaluate the equity in your current property
- Discuss your homeownership goals
- Create an optimized tax plan
- Make appropriate recommendations
- Estimated time 1 to 3 hours (price quoted is per hour)
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