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estate planning

What’s the timeline for downsizing?

Posted on by Bob Morton
For most homeowners, a new chapter can begin once the downsizing process starts. It might take some time to do, however. In fact, proper downsizing can last anywhere from several months to a whole year. Care to Move is available to help you with the process as much or as little as you require, in the timeframe that suits you best. Some simple guidelines to follow are: 1 year: LOCATION AND LIFESTYLE • Talk to so someone about downsizing, perhaps with your spouse, friends or someone else y...
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Downsizing without updating your will? Prepare for the emotional, financial and legal implications

Posted on by Bob Morton
downsizing impact on will
Have you considered how changing your home could effect your Will and what will happen to your property after death? Does your Will gift your ‘home’ or ‘real estate’ to people you love and care for?  If you plan to move your home or downsize, then you want to make sure that your legacy, your home, goes to those you intended. For example, a Rochedale family discovered in 2011 that the Will of their grandmother, which gifted her ‘house property’ to the grandchildren, would not be successful....
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