The Wellesley Downsizing Guide

Nine Decisions to Make Before You List

Most Wellesley homeowners who downsize have lived in the same house for 25 to 45 years. The move is rarely urgent and almost never simple — it touches taxes, family, health, and decades of belongings. Homeowners who begin planning 12 to 18 months ahead tend to reach better outcomes than those who start once a life event has forced the question.

This free guide sets out the decisions Ashley Liddle walks clients through, in the order that they usually matter, so you can work through them privately and at your own pace. Ashley is a Seniors Real Estate Specialist® with Douglas Elliman.

What's Inside

1. Downsizing, or right-sizing?

2. The equity picture, after taxes

3. Sell first, or buy first?

4. Forty years of belongings

5. Which improvements are worth making

6. The real options for where to go

7. Tax relief that often goes unclaimed

8. Where estate planning meets the sale

9. Who is at the table, and who decides

Plus a realistic 12-month timeline on the final page.

Get the Guide

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If you'd rather talk it through directly, Ashley offers private consultations at no cost and with no obligation.