Rightsizing for Peace of Mind
Transcript of Rightsizing for Peace of Mind
RightsizingforPeaceofMind
ColleenAshe,CertifiedProfessionalOrganizer&CertifiedSeniorMoveManagerAsheOrganizingSolutions,Ltd.October6,2021
SafetyFirst
• CompleteFileofLifemagnetcard• Regularlycheck-inwithsomeone• Clearhallwaysandstairs• Securerugsandfloortiles• Haveampletasklighting
Life’sTransitions:WheretoStart?
• Startbyasking“Whatif”questions:– WhatifIcannolongerdomylaundry?– WhatifIcannolongerprepareameal?– WhatifIfindmyselfforgettingthings?– WhatifIcannolongerdrive?
• Answerstotheabovewillhelpyouchartacourseofaction
• Identifyingwhathelpyoumayneedandwhenyoumayneeditiskey
LifeTransitions:WheretoStart?
• Starttheconversationwithfamily,friendsandphysicians
• Howdoyouwishtolivegoingforward?– Ageinplace– Downsizebutliveindependently– Moveinwithfamily– Other
• Whatistheshapeofyourhome?• Whatistheshapeofyourfinances?• Answerstotheabovemayhelpyouevaluateoptions
Rightsizing:ThePapers
• Locatecriticaldocuments• Identifybillsandtaxrecords• Documentinvestmentsandpasswords• Listvaluables(andwherestored)• Createlistofkeyresources
– Executor(s)– Attorney(s)– FinancialPlanner(s)– InsuranceAgent(s)– Physicians– Others
Rightsizing:TheHome
• Identifymodificationsneeded– Grabbars/chairlifts/raisedtoilets– Ampletasklighting– Talkingclocks/medicationalarms– Speciallightsfordetectors,phoneanddoorbells
• Getquotes/Assesscosts• Examinealternatives
Rightsizing:TheMedical
• Identifyphysicallimitationsandconcerns
• KeepalistofallRxandrefillinstructions
• Keeptrackofdoctorappointmentsandtimelyfollowups
• Talktocaregiversandfamilymembers
GettingStarted:Questions
• Regardlessofwhen/ifyoumove,startbyaskingquestions:– Whatitemsdoyouwanttokeep?– Whatitemsareyouoktoletgo?– Whowillgetthefamilymemorabilia?– Doyouhavespecificbequests?– Doyouneedhelpshreddingpapers?– Doyouneedhelptransportingdonations?
GettingStarted:LettingGo
• Appraisals• AuctionHouses/EstateSales• GarageSale,ConsignmentShops,e-bay,ohmy!....– Whowillorganize?– Whowillset-upandrun?– Whenwillyoudoit?– Howmuchmoneydoyouanticipatemaking?
• Isitworthit?
GettingStarted:MakingaMove
• MeetwithaRealtoror2– Getfacts– Listenattentively–withafriend– Reviewyourtime-line– Sleeponit!– Considerahomeinspection
• Reviewoptionsonwheretogo• Taketoursofpossibleplaces• Evaluatecosts
GettingStarted:BeRealistic!
• Ifyou’velivedinyourhomefor10+years,berealisticonhowlongitmaytaketomoveout!– Solicithelpfromfamilyandfriends– Definethe“rulesoftheroad”– Delegatetasks– Setgoals,schedulecalendars– Checkpointonprogress
HelpfulLocalResources:• AbsoluteAuction&Realty• Donationdestinations:
– GoodWillIndustries– SalvationArmy– TheBarnThriftShops,Route44,PleasantValley– LoveINC– TheFriendsofPoughkeepsieLibrary,BoardmanRoad
• FreeCycle(www.freecycle.org)• FriendsofSeniorsDutchessCounty(friendsofseniors.org)• HudsonValleyConciergeServices(hvconcierge.com)
• NextDoor(nextdoor.com)