Downsizing, To Move or Not to Move? That is the Question

Posted by Rosemary, Volunteer Mentor @rosemarya, Apr 12, 2020

At some point as we age, we will have to make a decision about leaving our homes and downsizing. Maybe in our own town or to another town. Maybe to smaller home, condo, apartment, or assisted living/senior community.

When the time comes to downsize, seniors can struggle with a multitude of emotional, physical, and financial challenges.

How do you make an informed decision about when to downsize?
What tips do you have to share?

Interested in more discussions like this? Go to the Aging Well Support Group.

Profile picture for thisismarilynb @thisismarilynb

I was 87 when my husband died. Shortly after I had to have a complete hip replacement because I wore it out. Now I am 91 and still independent and still living in our home. I did do some due diligence by visiting two facilities that advertised independent and assisted living. I looked at the independent apartments. I found them to be small and confining. I questioned whether they could provide the care they advertised. These places are run by corporations who only focus on the bottom line. They pay minimum wage so I wonder about the people they hire who have to look after older people, most of whom are not as fortunate as I am healthwise. So I decided to remain in my own home. I am building up a "slush fund" so that if I do become incapacitated before I die I will hire caregivers to come to my home where I am comfortable and have my own things around me.

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@thisismarilynb I with you. I am 80 and my wife is getting there soon. We currently live in a 2500 sq ft house, a pool, a 3 car garage, a boat, etc. Our plan is to move into a 55 and over condo (way over for us) 1700 sq ft, 2 car garage, no boat in 3-5 years. You are spot on about finding a better solution than what you have come up with in assisted living. I don't want to be a burden to our three children and I don't want them to treat us like toddlers. If necessary I will follow the path George Eastman took.

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Letting go of family memories is one of the hardest things for me. Things that mean something to me but maybe (probably) don’t to my nieces and grandnieces and grandnephews. They never got to meet my parents or my aunts and uncles or my grandparents so a lot of what I see as irreplaceable memorabilia is just stuff to them.
I need to downsize and am doing a lot of that, but I can’t throw away things that (probably) aren’t donate-able, like my Aunt Mickey’s bandanas.
How do you deal with saying good bye to something that is precious to you but not to the rest of the family?

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Profile picture for hicopd @hicopd

I agree that reverse mortgages are VERY tricky and I’d carefully consider other options before that.

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@hicopd, I think they’re great if you don’t want to leave your house to someone.

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Profile picture for hraka13 @hraka13

Letting go of family memories is one of the hardest things for me. Things that mean something to me but maybe (probably) don’t to my nieces and grandnieces and grandnephews. They never got to meet my parents or my aunts and uncles or my grandparents so a lot of what I see as irreplaceable memorabilia is just stuff to them.
I need to downsize and am doing a lot of that, but I can’t throw away things that (probably) aren’t donate-able, like my Aunt Mickey’s bandanas.
How do you deal with saying good bye to something that is precious to you but not to the rest of the family?

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@hraka13 I’m 71 and I feel the same way. While writing this, I can see the little china box that sat on my mom’s dresser that as a kid I would peek in. I can see the cut glass candy dish my aunt would have on the table at family holiday celebrations. I can see the desk clock my grandfather had on his kitchen table. Nobody wants this stuff. I’m choosing not to think about it because I do hope to stay here in my little ranch house starter home we never left. The size and layout are quite suitable for “aging in place”. Haha- who knew?!

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Profile picture for hraka13 @hraka13

Letting go of family memories is one of the hardest things for me. Things that mean something to me but maybe (probably) don’t to my nieces and grandnieces and grandnephews. They never got to meet my parents or my aunts and uncles or my grandparents so a lot of what I see as irreplaceable memorabilia is just stuff to them.
I need to downsize and am doing a lot of that, but I can’t throw away things that (probably) aren’t donate-able, like my Aunt Mickey’s bandanas.
How do you deal with saying good bye to something that is precious to you but not to the rest of the family?

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@hraka13
So sorry to hear of your dilemna.
I was that granddaughter who was faced w disposing of family (maybe?) photo albums that my very mentally compent mother knew nothing about. They were precious enough to have been moved in 1906 from ND to OR when she moved west by rail w her parents, my grandparents. But what to do w photos when the only survivor recognizes nobody? I still wonder who those women in their long elegant dresses were? The photos were important enough to bring west when very little else was brought. I still remember the dusty rose velvet padded covering on the album. But no survivors in my mother's generation knew who they were. Sad that nothing in that album was labeled. And by the time I had to decide what to do w the album, it was in tatters. It felt like something that was important to someone at sometime, but who? and when?

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Profile picture for doccharlie @doccharlie

@thisismarilynb I with you. I am 80 and my wife is getting there soon. We currently live in a 2500 sq ft house, a pool, a 3 car garage, a boat, etc. Our plan is to move into a 55 and over condo (way over for us) 1700 sq ft, 2 car garage, no boat in 3-5 years. You are spot on about finding a better solution than what you have come up with in assisted living. I don't want to be a burden to our three children and I don't want them to treat us like toddlers. If necessary I will follow the path George Eastman took.

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@doccharlie Regarding George Eastman.....that is what my primary care doctor said he told his wife to do to him verses being put in a facility if he was in such a condition that that looked like it was necessary....facility care. Interesting what he wrote: "Why wait."
Barbara

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Profile picture for joanland @joanland

@hraka13
So sorry to hear of your dilemna.
I was that granddaughter who was faced w disposing of family (maybe?) photo albums that my very mentally compent mother knew nothing about. They were precious enough to have been moved in 1906 from ND to OR when she moved west by rail w her parents, my grandparents. But what to do w photos when the only survivor recognizes nobody? I still wonder who those women in their long elegant dresses were? The photos were important enough to bring west when very little else was brought. I still remember the dusty rose velvet padded covering on the album. But no survivors in my mother's generation knew who they were. Sad that nothing in that album was labeled. And by the time I had to decide what to do w the album, it was in tatters. It felt like something that was important to someone at sometime, but who? and when?

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@joanland You made me think of something I did with having lost my Mom and will ask that it be done for me with specific things.
My Mom had saved multiple letters from her 'baby brother' who went MIA in WWII. I decided to put them with her at her side before the final release of 'ashes to ashes dust to dust." That was in 1997 when she passed.
I am 83 and need to do what the Swedish call 'death cleaning." The problem I'm having is getting to it for various reasons.
I don't want to leave everything for my sister to do who has to come a good couple of thousand miles. I am thinking seriously of moving back near here when it looks necessary in order to make it easier for her....I'm single, she is single.
Barbara

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Oh my, all these wonderful posts.

I worked for a company who helped families sort through their home's dresser, closets, kitchens, garage and everywhere. This happened when family did not want to step in an do it. We labeled items if the senior knew who wanted it and we specially made sure every piece of furniture and memento that they wanted to keep fit into their new place. I loved helping with that part. So many of those we moved had stayed in their homes as long as they could. Some were forced to move their parents as dementia removed the safety they had in be able to make daily choices. There were most of the scenarios that have been covered above in the posts.
Visiting the communities is so important. The cost on a per month basis needs to be looked at long term. I went to school for Gerontology in 2010. The city of Pomona and Claremont were creating a community with transportation and services that would be able to help seniors stay in their home with help within reach. You may know about the Clairmont colleges. Within that space part of the city there are 5 if not more senior living communities. Vastly different costs.
I reckon i move 600 or more families with that company in California.
We moved seniors into every kind of retirement home. So many high end communities and Sunrise and those in the more affordable range. What i want to add, is that all of you are part of the conversation with your parents. Parents ultimately will want to make the choice for their own life. Staying in their homes is what so many want. We saw prior seniors we moved often. We asked the community directors we checked in with how many seniors have visitors. I think you might now the answer. Never enough for most. In their own homes, they may still have neighbors and friends that will check on them.
Some communities who have activity directors that will keep the seniors busy if they choose. One community in Pasadena has a number of seniors who are on or were on the Rose Parade committee. Movers and shakers in that event. It was fun moving seniors into that space. We moved one good looking single lawyer in and reminded him as others had, that they ladies in this community will be knocking. He said he will be on the lookout.
As centre mentioned all those wonderful items from her family, I most loved the families who came over to Mom and Dad's house and put post it's on all the items they wanted. That will only happen if the parent will let go.
Thank you all for posting how it is for you right now. This is what makes Mayo Connect a place to learn that is safe andf abulous.

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Profile picture for katgob @katgob

Oh my, all these wonderful posts.

I worked for a company who helped families sort through their home's dresser, closets, kitchens, garage and everywhere. This happened when family did not want to step in an do it. We labeled items if the senior knew who wanted it and we specially made sure every piece of furniture and memento that they wanted to keep fit into their new place. I loved helping with that part. So many of those we moved had stayed in their homes as long as they could. Some were forced to move their parents as dementia removed the safety they had in be able to make daily choices. There were most of the scenarios that have been covered above in the posts.
Visiting the communities is so important. The cost on a per month basis needs to be looked at long term. I went to school for Gerontology in 2010. The city of Pomona and Claremont were creating a community with transportation and services that would be able to help seniors stay in their home with help within reach. You may know about the Clairmont colleges. Within that space part of the city there are 5 if not more senior living communities. Vastly different costs.
I reckon i move 600 or more families with that company in California.
We moved seniors into every kind of retirement home. So many high end communities and Sunrise and those in the more affordable range. What i want to add, is that all of you are part of the conversation with your parents. Parents ultimately will want to make the choice for their own life. Staying in their homes is what so many want. We saw prior seniors we moved often. We asked the community directors we checked in with how many seniors have visitors. I think you might now the answer. Never enough for most. In their own homes, they may still have neighbors and friends that will check on them.
Some communities who have activity directors that will keep the seniors busy if they choose. One community in Pasadena has a number of seniors who are on or were on the Rose Parade committee. Movers and shakers in that event. It was fun moving seniors into that space. We moved one good looking single lawyer in and reminded him as others had, that they ladies in this community will be knocking. He said he will be on the lookout.
As centre mentioned all those wonderful items from her family, I most loved the families who came over to Mom and Dad's house and put post it's on all the items they wanted. That will only happen if the parent will let go.
Thank you all for posting how it is for you right now. This is what makes Mayo Connect a place to learn that is safe andf abulous.

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@katgob
One idea I haven't heard mentioned here that the family of friends used was: After the father had passed away and their elderly mother had moved to a senior living facility, the parents home was to be emptied and put on the market. The four adult children held a silent auction among themselves (with their spouses, I don't know if any adult grandchildren were present or not) and bid on all the items left that their mother hadn't taken with her. That way each adult child had a chance at getting whatever items held specific meaning for them, and the funds went to support their mother. From what I understood after this was completed, there were no hard feelings about "not being able to afford to get something I wanted," or "that you outbid me. " I found it a novel solution to how to divide up the family possessions.

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Profile picture for mrmj @mrmj

This situation is more complex and not quite the same, but has anyone dealt with the decision of weather or not to move their elderly (86 year old) widowed mother who's suffered a stroke, from Level 3 assisted living, back into her huge 2 story family home which needs the first floor remodeled so she can possibly live at home with a caregiver? My mother uses a walker and her left hand isn't very functional, but she's making progress and is very determined to return to her home of over 55 years. Our big family is very divided on what to do, and concerned about her care in the long term. I have mixed feelings, but hope to get a better opinion when she switches to a more comprehensive therapy program. In the meantime her solid beautiful old house in a great location has buyers licking their chops, while an out of town sibling is offering to buy the house a little below market, and promises to pay for remodeling the house and provide care for rest of my Mom's life.

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@mrmj

You have gotten so many good things to review from the others who have posted. Mom staying in her home could be costly hiring a caregiver. Are you looking at someone you know or from an agency. That outside hiring option depletes savings. Right now, I have a friend who is the oldest of 2 siblings. She by circumstance in life was living with her parents for a decade, so when her mom notably began having issues, she was there to support. Luckily that last job that she had which was at the location 4 days a week ended. Getting support for her mom began last October with friends helping. We all picked up morning or evening shifts. My friend got help from the county and state as time has gone on, but the person to bath mom and do physical therapy has lessened. Her Mom was originally on hospice but recently moved off it. My friend being there and helping with drs to get moms meds in order showed the medication was a good reason why her mom is so much better now. The dementia is not gone, but she is alert and having to hoist Mom into bed is not needed.
My friend needs to work. She has been home a year. Had she have not been in this house, who knows what would have happened. There is a husband, but his own health issues prevent him from helping. That is a reason the mom ended up in such poor condition. Caregivers are used but my friend is there most of the time.
Whomever will decide to be there as Mom stays in the house will need to oversee Mom.

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