Why You Should Include Downsizing in Your Estate Plan

The prospect of sorting through decades of accumulated belongings to transition into a smaller home—or leaving this overwhelming task to your adult children—can feel daunting. Yet incorporating downsizing into your estate planning strategy offers both practical benefits and peace of mind for families navigating life’s transitions.
 

The following article written by Bob Bortner of Bear & Raven Estate Service appeared in Volume 9 of the Tucson Edition of the 55 Spotlight Magazine.

Reprinted by Permission 55 Spotlight Magazine

Page 6-7 Why Include Downsizing in Your Estate Plan
Page 8 Why Include Downsizing in Your Estate Plan
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