Downsizing 90-Day Planner

Because a long-owned home is emotional and logistical at once, and one emotional weekend is where it goes wrong. Deciding the housing move first, then sorting, then selling in phases keeps it calm and stops the sorting from stalling.

The housing decision — where you're going (a walkable condo, a smaller home, near family) — plus confirming your equity and tax picture. If the destination isn't decided early, the sorting drifts and the whole plan stalls.

Room by room with a simple rule — keep, give, sell, digitize, discard — and do the heavy, emotional rooms early with help. Front-loading the hard rooms while your energy is high keeps the plan on schedule.

In the final 30 days, after the decision and sorting are done: pre-list prep, then list and sell, coordinating close and possession with your new place. Selling before you've decided and sorted is what creates the timing scramble.

Whether your gain exceeds the §121 exclusion ($250K single / $500K joint) and how your equity moves into the next home. Settling that early keeps a tax surprise from reshaping the plan late.

Sequence them: decide, then sort, then sell, with the tax picture confirmed early. Planning that calmly across all three is what a Real Estate Review does.