An estimated 1.6 million people over the age of 65 will move this year. Many people within this population will move to retirement communities or assisted living facilities, while others will decide to live with their children or downsize their homes. Needless to say, this can be a stressful and emotionally draining time for the whole family. For the 77 million baby boomers and family members experiencing this transition, the following suggestions can help you execute a smooth move:
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Begin the Conversation Early
Deciding on a move of this nature can be very emotional and difficult. If you find your parents are uneasy about making this lifestyle change, involve them in the process by touring the facilities or meeting potential neighbors. Enlist the help of friends, physicians or caregivers. The decision may come easier if they are able to consult with a medical professional or friend. Above all, maintain a dialogue and be sensitive of everyone’s feelings.
Sorting through decades of collectibles is a huge undertaking. As soon as the decision to move has been made (even before the house is on the market), take inventory of everything in the home. Take your time. Start with the most remote corner of the basement and work your way through the entire house until you reach the peak of the attic.
It’s safe to say that many people will have to scale down their belongings. Compare the size of the new space with the old space. Visualize where the current possessions will go and then discuss what to do with the remaining pieces – give it away to a family member or donate to a local charity.
The emotional impact of the lifestyle change, parting with sentimental treasures and going through a house full of belongings – and memories – is hard work, both mentally and physically. Build in enough time to carefully think about the possessions and take time to adjust. AARP is a great resource for guidance on how to deal with life-changing events.
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What to Do with All of the Stuff?
When taking inventory of sentimental belongings, make piles of things to keep, toss or give away to a family member or friend. This could be an appropriate time to draft or update their will. In the will (according to residential state statues), you may be able to include a detailed list of keepsakes and their benefactor(s). If appropriate, label the collectibles with the recipient’s name to avoid another inventory.
Consider packing more sentimental items such as photographs, important news clippings or awards in clear plastic tubs, found in any home retail store. These items can also be displayed in a scrapbook or frame at a later date.
While sifting through belongings, ask yourself, “Who might benefit from this?” Think about resources such as local antique shops, historical societies and other collectible stores to donate memorable keepsakes and keep history alive.
Don’t be afraid to shred dated tax records or other financial statements. The rule of thumb is to keep tax records for seven years and bank statements for one year. Anything older than that can be discarded accordingly.
It’s easy to underestimate the weight of furniture! The physical demands of packing and self-moving may be too strenuous to assume. Moving furniture is difficult and most people underestimate the effects on your muscles and joints. Whoever packs the belongings assumes liability for any breakage that may occur, so let a professional do the packing to ensure minimal stress and damage. Take advantage of the extra time and energy to focus on other important matters.
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Decision Making: Round Two
After deciding the “absolute must keep” items, give yourself a one-week break and go back through the possessions once again with a more critical eye. It may be easier to make a final decision the second time around.
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Follow a Pre-Planned Timetable
It is a good idea to follow a step-by-step timetable for packing and moving. Your moving representative can give you a detailed calendar to follow, as well as tips of things to remember such as transferring prescriptions to a drugstore in the new community.
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