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

Who is tariffed, what is tariffed, what exemptions, and how much all play a role. 

Self-management is no longer allowed for non-resident landlords, even if you previously qualified for exemptions.

In Texas, many homeowners claim a homestead exemption, which significantly lowers their property taxes.  

., there’s a capped exemption on primary residence gains ($250k/$500k).

Any gains made after the oz investment can be entirely tax exempt so long as they are held 10+ years.

You can hire someone to rent the room like a PM company for fee but it is hard to find people who will handle rooms and the catch you are exempt from fair housing if you live there and don't use a relator so there is that.

Also $100k homestead exemption for your residence. 

.: Quote from @Ronald Rohde: I'm late to the party, but I won't do LTO or contract for deed in Texas.Due on sales discussion is missing a lot of Fannie loans that have an explicit regulation exempting a transfer to an LLC.

Note you existing home becomes rent controlled if it is over 15 years old (which I am confident was not the intent of senator Weinstein and the 15 year exempt limit).Here is a list of why adding a single ADU in single family zoned areas in my CA market is typically a poor RE investment:1) The value added by the ADU addition is often significantly less than the cost of adding the ADU.