To formally and cleanly release both parties from the lease, you’ll want to use a document called a “Mutual Lease Termination Agreement.”

Sounds like you’re navigating a big transition and doing a lot of things right already by planning ahead and speaking with a tax attorneyA few things to consider or ask about when you meet with themCapital Gains Exemption If this was your primary residence for 2 of the past 5 years you may qualify for the Section 121 exclusion which allows you to exclude up to 250K in gains if single or 500K if married filing jointlyCapital Gains Bracket You’re right to look at your taxable income including W2 wages and life insurance proceeds to see where you land The life insurance death benefit itself is generally not taxable but if any of it was interest income it might be Ask the attorney to confirm that partEstimated Taxes If you sell the house and owe tax you may need to make an estimated payment to avoid penalties especially if your W2 job didn’t withhold enough for the yearHealth Insurance and Marketplace Credits Since you’re planning to go on your partner’s plan this may not apply but if for any reason you do end up looking at Marketplace insurance your income level will impact subsidies Ask how your income mix affects thisNew Business Planning Talk about how startup costs might be deducted how to structure the business (LLC S corp etc) and whether making a clean break this year or early next year gives you any tax advantageRetirement Account Planning If you have any traditional retirement accounts and this is a low-income year you might consider a Roth conversion or some other strategy to optimize your tax bracketIt’s totally normal to feel nervous about a big change like this but you’re already doing the most important thing which is planning proactivelyHappy to talk more if you want help organizing the numbers or figuring out what to ask I work with a lot of people going through life and business transitions like this and it’s all about getting the right pieces in place ahead of time

Quote from @David Robertson: Kiara provided a great summary of the major phases of a rehab.  ...Here's an example of a typical rehab project that starts with the Exterior Work, I like the Gantt chart idea and wonder if there is a good reason for the order of:1. site cleaned right after exterior paint instead of way at end2. bathroom tiled before paint, now it can get damaged with paint3.how can you guarantee 2 weeks from cabinet measure to install?

Having a professional company offer pricing, 24/7 guest communications, marketing, tax remittance, and software/automation support takes the bulk off of your plate only leaving the cleaning and maintenance management which is more easily scaled. 

Just be ready to present a clean package: deal comps, scope of work, exit strategy, and estimated margins.

Guarantor agrees to be jointly and severally liable with Tenant for Tenant’s obligations arising out of the above referenced Lease Agreement, including but not limited to unpaid rent, property damage and cleaning and repair costs that exceed Tenant’s security deposit.

No dept besides regular monthly expenses in my Credit card. 

Order a title search and buy title insurance to ensure a clean transfer of ownership.

Providing all the necessities for cooking and cleaning up.  

The lease also clearly states that my duty as a landlord to repair (Section 13(A)) does not include tenant-caused cleanliness issues.My efforts to resolve the situation have included:Responding immediately to his initial complaint.Providing a new shower curtain (not a landlord responsibility).Offering a cleaning schedule (which the tenant opted not to follow).Most significantly, securing the departure of the other roommate, Flynn Culver (who vacates June 14, 2025), to eliminate the alleged source of the conflict.Crucially, I have text messages where the tenant himself stated that the bathroom situation was "good" and that the roommates were communicating to fix the issues themselves, directly contradicting his current claims of persistent, unaddressed problems.The tenant has now threatened legal action to force early termination and seek rent reimbursement.