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.

@rosemarya

A senior living community may not be the choice for everyone. However, I am sharing this link with everyone because of the Q&A about planning and decisions.
Pages.Charter House>When is the Right Time to Move?
https://connect.mayoclinic.org/page/charter-house/newsfeed-post/when-is-the-right-time-to-move/

My mother-in-law made the decision to move to an assisted living complex when health issues and mobility became problems for her. She had her car and was completely independent, with assistance as needed when she eventually had a knee replacement and a back surgery. When driving became as issue, she relied on the complex's van and she never missed a bi-weekly road trip that was arranged by the activities director. As her health and needs changed, she transitioned to higher levels of care and was comfortable because she was surrounded by familiar faces. As her children we also became friends with the staff.

Each time she downsized (home - assisted living 2 bedroom apt - 1 bedroom - nursing home unit) she always invited us to look over her and invited us to select what we wanted. Then she arranged to have a sale of the rest. This worked well for her and for us. Her example has had a profound effect on my husband and my way of thinking.
I remember once while in a conversation about her final wishes, I told her that the one thing that I would really like to have was a particular silver chain necklace with a pearl/diamond pendant that had been made with one of her mother's earrings. She went right back to her jewelry box and gave it to me!

@kirkham, Have you looked at any assisted living complexes? Are there any senior communities in your area where there are activities for seniors?

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@rosemarya, Thank you for sharing your mil's downsizing experience. I'd earlier read the Charter House article and thought it raised important points to consider. It speaks volumes to your strong relationship with your mil that she so readily gifted you "ahead of time" with the pendant you so admired.

Like your mil, I'd been thinking along similar lines for my own downsizing and relocation to d.'s area. One thing I noticed early on as my d. and I toured different places in 2 diff states was that I'm a person who needs space to feel comfortable so "open-concept" floor plans held most appeal. Another biggie for me is that I need a ready "escape hatch" so being on the ground floor with an outdoor exit would be my much preferred choice. Of course those are high demand so the waits for vacancies would take longer but still if wishing, why not for those accommodations that would bring most comfort at the time of entry?

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@rosemarya

A senior living community may not be the choice for everyone. However, I am sharing this link with everyone because of the Q&A about planning and decisions.
Pages.Charter House>When is the Right Time to Move?
https://connect.mayoclinic.org/page/charter-house/newsfeed-post/when-is-the-right-time-to-move/

My mother-in-law made the decision to move to an assisted living complex when health issues and mobility became problems for her. She had her car and was completely independent, with assistance as needed when she eventually had a knee replacement and a back surgery. When driving became as issue, she relied on the complex's van and she never missed a bi-weekly road trip that was arranged by the activities director. As her health and needs changed, she transitioned to higher levels of care and was comfortable because she was surrounded by familiar faces. As her children we also became friends with the staff.

Each time she downsized (home - assisted living 2 bedroom apt - 1 bedroom - nursing home unit) she always invited us to look over her and invited us to select what we wanted. Then she arranged to have a sale of the rest. This worked well for her and for us. Her example has had a profound effect on my husband and my way of thinking.
I remember once while in a conversation about her final wishes, I told her that the one thing that I would really like to have was a particular silver chain necklace with a pearl/diamond pendant that had been made with one of her mother's earrings. She went right back to her jewelry box and gave it to me!

@kirkham, Have you looked at any assisted living complexes? Are there any senior communities in your area where there are activities for seniors?

Jump to this post

You raised an interesting point I had forgotten @rosemarya My wife gifted all of her significant jewelry and art when she was still alive. She enjoyed giving them and being able to tell each person why something was important to her or why she thought of them when she wanted to gift it. I have now done the same with all the remaining art, etc. in our home. Had our children walk through, tell me what if anything they wanted and put their name on the back, noted those gifts in our estate papers, etc. Worked out great for us!

REPLY
@rosemarya

A senior living community may not be the choice for everyone. However, I am sharing this link with everyone because of the Q&A about planning and decisions.
Pages.Charter House>When is the Right Time to Move?
https://connect.mayoclinic.org/page/charter-house/newsfeed-post/when-is-the-right-time-to-move/

My mother-in-law made the decision to move to an assisted living complex when health issues and mobility became problems for her. She had her car and was completely independent, with assistance as needed when she eventually had a knee replacement and a back surgery. When driving became as issue, she relied on the complex's van and she never missed a bi-weekly road trip that was arranged by the activities director. As her health and needs changed, she transitioned to higher levels of care and was comfortable because she was surrounded by familiar faces. As her children we also became friends with the staff.

Each time she downsized (home - assisted living 2 bedroom apt - 1 bedroom - nursing home unit) she always invited us to look over her and invited us to select what we wanted. Then she arranged to have a sale of the rest. This worked well for her and for us. Her example has had a profound effect on my husband and my way of thinking.
I remember once while in a conversation about her final wishes, I told her that the one thing that I would really like to have was a particular silver chain necklace with a pearl/diamond pendant that had been made with one of her mother's earrings. She went right back to her jewelry box and gave it to me!

@kirkham, Have you looked at any assisted living complexes? Are there any senior communities in your area where there are activities for seniors?

Jump to this post

@rosemarya My mother developed Alzheimers and dementia, so we never had a conversation like that. As for my dad, as he downsized things, he noted items to go to particular relatives. Not long before he moved from his senior apartment, I was up for a visit. What did he gift me? A very old folding machete and camp shovel, that we used to carry in the car going into the mountain each week. A nice picnic blanket. And a firearm he had had since i was little. Afterwards, he left me several books that were well-used and old. Ah, the memories...
Ginger

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@fiesty76

@rosemarya, Thank you for sharing your mil's downsizing experience. I'd earlier read the Charter House article and thought it raised important points to consider. It speaks volumes to your strong relationship with your mil that she so readily gifted you "ahead of time" with the pendant you so admired.

Like your mil, I'd been thinking along similar lines for my own downsizing and relocation to d.'s area. One thing I noticed early on as my d. and I toured different places in 2 diff states was that I'm a person who needs space to feel comfortable so "open-concept" floor plans held most appeal. Another biggie for me is that I need a ready "escape hatch" so being on the ground floor with an outdoor exit would be my much preferred choice. Of course those are high demand so the waits for vacancies would take longer but still if wishing, why not for those accommodations that would bring most comfort at the time of entry?

Jump to this post

@fiesty76, I commend you for recognizing your preferences, and for starting to do your own 'research' ahead of time. That is the best way to know what possibilities are out there. We (husband and I) are just in the talking/planning phase. We are comfortable here at our home, and we do all of the yard work, and are both active and healthy for our age. We love our friends here, and we are active in local and church communities. To pick up and leave here is not desirable currently. However, we know that as we age, or if either of our health changes unexpectedly, we want to relocate closer to either of our sons. And both live in an area with many more options than we have here.

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@rosemarya

A senior living community may not be the choice for everyone. However, I am sharing this link with everyone because of the Q&A about planning and decisions.
Pages.Charter House>When is the Right Time to Move?
https://connect.mayoclinic.org/page/charter-house/newsfeed-post/when-is-the-right-time-to-move/

My mother-in-law made the decision to move to an assisted living complex when health issues and mobility became problems for her. She had her car and was completely independent, with assistance as needed when she eventually had a knee replacement and a back surgery. When driving became as issue, she relied on the complex's van and she never missed a bi-weekly road trip that was arranged by the activities director. As her health and needs changed, she transitioned to higher levels of care and was comfortable because she was surrounded by familiar faces. As her children we also became friends with the staff.

Each time she downsized (home - assisted living 2 bedroom apt - 1 bedroom - nursing home unit) she always invited us to look over her and invited us to select what we wanted. Then she arranged to have a sale of the rest. This worked well for her and for us. Her example has had a profound effect on my husband and my way of thinking.
I remember once while in a conversation about her final wishes, I told her that the one thing that I would really like to have was a particular silver chain necklace with a pearl/diamond pendant that had been made with one of her mother's earrings. She went right back to her jewelry box and gave it to me!

@kirkham, Have you looked at any assisted living complexes? Are there any senior communities in your area where there are activities for seniors?

Jump to this post

@rosemarya My parents moved into an independent living facility 20+ years ago Nd, according to them, it’s the best decision they ever made. My father died 12 years ago and mom was able to go see him everyday. They took all their ‘special’ furniture, etc. with them. Now, she thinks all of us are wanting to take it (but we have other plans).She is there today and fees that she is very well taken care of. My siblings and I like the home, also. My husband and I plan to move to a similar place (when the dog dies) 🤗. Everyone is so different and, luckily, we have lots of options. One sister is looking into a “golden girls” arrangement with some of her friends. There is also Sage housing and Co-housing (not attractive to me). Not really a fun subject to think about.

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@becsbuddy

@rosemarya My parents moved into an independent living facility 20+ years ago Nd, according to them, it’s the best decision they ever made. My father died 12 years ago and mom was able to go see him everyday. They took all their ‘special’ furniture, etc. with them. Now, she thinks all of us are wanting to take it (but we have other plans).She is there today and fees that she is very well taken care of. My siblings and I like the home, also. My husband and I plan to move to a similar place (when the dog dies) 🤗. Everyone is so different and, luckily, we have lots of options. One sister is looking into a “golden girls” arrangement with some of her friends. There is also Sage housing and Co-housing (not attractive to me). Not really a fun subject to think about.

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@becsbuddy, Your post triggered a wonderful memory. Four very close friends who often traveled together took a fun trip to a central TX town where we learned that this highly pop. German community of farmers would buy houses in town for their wagon loads of provisional purchases. We decided "when the time came" we "golden girls" would purchase a "communal home" and move there to enjoy the quaint location together. Life had different plans in store for us but I remember so fondly those wonderful shared experiences. Thank you for your post and yes, we are so fortunate to have options for when and where we'll choose to move.

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@IndianaScott

You raised an interesting point I had forgotten @rosemarya My wife gifted all of her significant jewelry and art when she was still alive. She enjoyed giving them and being able to tell each person why something was important to her or why she thought of them when she wanted to gift it. I have now done the same with all the remaining art, etc. in our home. Had our children walk through, tell me what if anything they wanted and put their name on the back, noted those gifts in our estate papers, etc. Worked out great for us!

Jump to this post

@IndianaScott, What a joy for your wife in sharing her gifts and telling each of their significance in her life. Smart you, too!! With only the one daughter, she will have 1st choice...smiling though because many of our preferences are quite different.

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@fiesty76

@IndianaScott, What a joy for your wife in sharing her gifts and telling each of their significance in her life. Smart you, too!! With only the one daughter, she will have 1st choice...smiling though because many of our preferences are quite different.

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I smiled at your 'preferences' comment, @fiesty76 I know with the art I have bought over the years, those pieces which were my favorites are definitely NOT the favored ones by either our son and/or daughter! Beauty and the eye of the beholder don't you know! 🙂

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I moved about a year ago from a 3 bedroom house in the suburbs to a "one bedroom plus den" condo in the city. The change has been wonderful. No more lawn to maintain or driveway to shovel. No more roof replacement or deck staining. No more squirrels trying to infiltrate. No more car maintenance because I don't need a car anymore. I now spend my time doing things I enjoy and can walk to pretty much everything I need. If I need a car, I can rent one although I have only done that once so far. Uber is always available and, for the cost of owning a car, I can take a lot of Ubers or taxis but almost never need to.

I spent a couple of years planning, organizing and minimizing to get ready. It is surprisingly hard to get rid of things that we might think are valuable because nobody wants them. Younger people don't care about fancy china or sets of matching crystal. As for silverware, who wants to be bothered? I was able to sell some things on consignment but even consignment stores set limits because they know many items won't sell. I didn't want to be bothered with a series of yard sales so some things just ended up going to thrift stores, one carload at a time. Hopefully someone bought them for a couple of dollars. Some things I just put out at the curb and someone would usually come along and take them. One of the effects of downsizing has been to make me consider very carefully before buying anything at all because every single thing that we buy will have to be disposed of eventually and much of it will end up being garbage. The planet can't cope with much more garbage.

One of the big deciding factors for me in making this move was that I wanted to do it while I was young enough and healthy enough to make my own decisions, manage the work and enjoy the benefits. This was empowering and launched a new chapter in my life, rather than having someone make decisions for me.

Also, I wanted to save my children from the work of having to deal with all my stuff. They have their own stuff. My mother modeled this for me. She downsized her enormous old country house and arranged her own funeral. Because she lived at a distance from me, that was the greatest gift she could ever have given me and I plan to give my family the same. I offered my children the choice of whatever they wanted and they took very little.

Another big factor was the housing crisis that we are experiencing here in Toronto. Why should I be holding onto a big house with a yard when a young family could live there and really take advantage of it? I raised my kids there and now someone else can do the same.

At no time during this past year have I regretted my choices, even for a minute. It was a lot of hard work and some tough decisions but I wouldn't change any of it. Only once have I had to go out and buy something that I downsized and that was just a little kitchen gadget. There is a documentary called "Minimalism" that I found quite practical and useful. If worst comes to worst, there are companies that will do this for you. Just tell them what you want to keep and they will dispose of everything else by the most appropriate means. A great time saver and probably well worth the money.

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@starchy

I moved about a year ago from a 3 bedroom house in the suburbs to a "one bedroom plus den" condo in the city. The change has been wonderful. No more lawn to maintain or driveway to shovel. No more roof replacement or deck staining. No more squirrels trying to infiltrate. No more car maintenance because I don't need a car anymore. I now spend my time doing things I enjoy and can walk to pretty much everything I need. If I need a car, I can rent one although I have only done that once so far. Uber is always available and, for the cost of owning a car, I can take a lot of Ubers or taxis but almost never need to.

I spent a couple of years planning, organizing and minimizing to get ready. It is surprisingly hard to get rid of things that we might think are valuable because nobody wants them. Younger people don't care about fancy china or sets of matching crystal. As for silverware, who wants to be bothered? I was able to sell some things on consignment but even consignment stores set limits because they know many items won't sell. I didn't want to be bothered with a series of yard sales so some things just ended up going to thrift stores, one carload at a time. Hopefully someone bought them for a couple of dollars. Some things I just put out at the curb and someone would usually come along and take them. One of the effects of downsizing has been to make me consider very carefully before buying anything at all because every single thing that we buy will have to be disposed of eventually and much of it will end up being garbage. The planet can't cope with much more garbage.

One of the big deciding factors for me in making this move was that I wanted to do it while I was young enough and healthy enough to make my own decisions, manage the work and enjoy the benefits. This was empowering and launched a new chapter in my life, rather than having someone make decisions for me.

Also, I wanted to save my children from the work of having to deal with all my stuff. They have their own stuff. My mother modeled this for me. She downsized her enormous old country house and arranged her own funeral. Because she lived at a distance from me, that was the greatest gift she could ever have given me and I plan to give my family the same. I offered my children the choice of whatever they wanted and they took very little.

Another big factor was the housing crisis that we are experiencing here in Toronto. Why should I be holding onto a big house with a yard when a young family could live there and really take advantage of it? I raised my kids there and now someone else can do the same.

At no time during this past year have I regretted my choices, even for a minute. It was a lot of hard work and some tough decisions but I wouldn't change any of it. Only once have I had to go out and buy something that I downsized and that was just a little kitchen gadget. There is a documentary called "Minimalism" that I found quite practical and useful. If worst comes to worst, there are companies that will do this for you. Just tell them what you want to keep and they will dispose of everything else by the most appropriate means. A great time saver and probably well worth the money.

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@starchy Welcome to Mayo Connect! I certainly appreciate your words this morning, and the message you so eloquently give serves to underscore my endeavors. There are very relevant points made. You cheer me on, whether you know it or not. What are the two things that you miss the most from your last living situation?

How did you find Mayo Connect, may I ask?
Ginger

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