Dean Lupson
Contents
Foreword
ii
CHAPTER 1: So, you are thinking about downsizing? 13
CHAPTER 2: The power of a plan 21
Discussion 22
Communicating with immediate family members 26
Understand your financial situation 32
Legal documentation and tax implications 37
Downsizing options 44
CHAPTER 3: What’s next 53
Sell first, then buy 54
Buy first, then sell 57
09