Transitioning to Senior Living Options

Discussing retirement and longterm elder care planning with ones parents can be an uncomfortable conversation.  Often the topic arises at a time of necessity.  When confronted with this situation, it may be difficult to objectively seek out the best options as time can become of the essence.  When my father-in-law became ill a few years ago we confronted this issue first hand.  He was having a difficult time walking up and down a short flight of steps and his primary care doctor became very concerned about his stability.  She feared he could potentially break his hip and stated she would not give him a medical release after a short inhospital stay to return home.  She said he needed to more to an assisted living facility or would eventually end up in a nursing home.  We panicked and in a one week turnaround had to find a place where he would be able to move with his wife that would be acceptable as their next home.  My mother in law was beginning to show early signs of alzheimers and also needed a better living situation.  She appeared very upset and resistant and did not want to leave their home of 50 years.  

Understandably it would be a challenge to move them both to a new place and make it their home.  In order to get them to agree to move it became important to emphasize the safety aspects of finding a new place.  Click here for some suggestions on how to Convince an elder.  We had to take my mother in law to see many places while my father in law was in rehabilation care.  We emphasized that she couldn't live with him any longer unless they both moved to a safe place.  We met with the marketing agents and had her dine at the places we visited.  They showed us their best activities and tried to embrace her interest.  A key selling point was the food at each venue.   

We were fortunate to find an assisted living facility that had an apartment available in the same area where they lived.  The building was brand new and they became one of the first residents.   Their new home was physically located behind the street where they raised their family and my mother in law could still do her usual daily routines including playing mah jong and going to the nearby hair salon and CVS.  My father in law would be able to get the medical attention he needed and both would have all the amenities including home cooked meals, personal hygeniene and health care services.  


Once we found the place,  my sister in law and I managed the transition process from beginning to end.  We had to plan which items they could bring to the new place, arrange movers, organize the items needed in the new home and for a few months we kept their primary home up and running.  We set their new place up to look like a smaller version of their primary home with many of their favorite furniture pieces including their bed and china cabinet as well as some artwork.  My in-laws adapted quickly and became very happy in their new home.  

At first they wanted to see their old place but after a few weeks seemed to feel this was their home.  A big help was that we visited constantly and ate with them in the dining room.  They got a lot of attention when they moved and seemed to enjoy being in the spotlight.  A key selling factor for them became the meals.  They felt like they were in a restaurent for each meal and particularly loved the desserts.  We treated this as their new normal and arranged to have frequent visitors until they started to phase in the activities available.   My father in law continued to have medical issues and found the care he received was essential while my mother in law became immersed in the social activities.  

After a few monthes we determined they were settled and would permanently stay at the facility.   We then were ready to prepare their home for sale.  Sadly we had to go through all their belongings and determine each items ultimate fate.  Their new home had limited space and if up to my mother in law she would want to keep every item she owned.  We had her work with us for a few days but then realized we were not getting anything done.  We soon started to go over and clean when she was busy and unaware we were doing the job without her.  As her dementia increased she soon forgot much of the task and soon things that were out of sight were out of mind.  We spent a few months cleaning and purging.    We spent countless hours going through over 50 years worth of accumulated stuff.  We donated much to Goodwill and called the trash man to come pick up filled barrels every Thursday during this time. 

At this point we did not know about most of the services available to help with this process and did the bulk ourselves.  We didn't think about doing an estate sale but now retrospectively definitely could have easily had a weekend garage sale to purge the bulk.  The benefits of an estate sale company is that they come in, organize and sell.  Then they typically will broom clean the place.  Instead towards the end we ended up hiring www.gotjunk.com to help us clean prior to listing to rid of the remaining clutter and empty the attic.  We ended up paying them to take away a lot that could have instead been sold.  Since this experience I have visited many sales where people buy just about everything from clothes to used tupperware and we could have sold it all.  I have now built a database of estate sellers to recommend to my future clients.  If only I had known 4 years ago.    

Once the house was emptied we had to also fix some minor things up prior to getting ready to sell.  We repainted, repaired some minor items and staged the place to look clean.  I took the role of Realtor at this point and worked to get the house marketed and sold.  The process became emotional for the family once an offer was made and my challenge became to keep this as the best deal for my in-laws. The main objective was to have enough proceeds available to pay for their new place.  It was a sad process and our best offer ended up being from a builder who has since torn down and rebuilt the house. I tell my family the house was the chapter of their life at this property and they were now entering a new chapter at the Assisted Living facility.  My in-laws transitioned smoothly and for them there was no looking back.   They ended up being very happy with the transition and we knew they were in a safe environment.  

I have since become interested in helping others going through this process and earned my SRES.  I have many good resources for baby boomers who may have parents going through this phase of life.  

Wendy recently joined Coldwell Banker Needham.  She has been a realtor for over 8 years and knowing the area quite well can share a hands on local perspective.   Feel free to contact her directly or click here http://www.wendybcb.com if you would like to learn more.  

Moving on Up or Moving on Out? What are the best options for Baby Boomers or their older family members to consider?

As baby boomers begin to approach retirement age the trend toward downsizing and purchasing retirement homes has become increasingly commonplace over the past several years.  Like all other long term planning the ideal situation is when there is both time and ability to navigate all available choices in the local marketplace.  Unfortunately however, often times the decision can be forced upon suddenly due to an impending health situation.  In these cases there may be less choice out there as a move may need to be expedited.  Either way it can become overwhelming to explore the many available living options.  Click here for a Checklist of typical things Boomers look for when searching for a new home.

I have put together a brief overview of the types of housing choices below.  Since earning my SRES designation I have been visiting and getting to know a bit about communities available to my senior clients in the marketplace.   I primarily serve both metro-west Boston and the Mashpee/New Seabury area on Cape Cod.  One of my goals is to comprise a referral base of places I am aware of and I am happy to share this with my clients.  I am constantly posting relevant articles as I read them on my Facebook page @wendybcb.

In yesterday's Boston Globe there was an article exploring the choices in over 55 communities which you can read by clicking.  55 Plus.   Beyond the communities mentioned in the article there are many other types of communities available for our aging population as noted below.  In my previous blog on 2/12/17 titled "Keeping It Local While Aging in Place" I discussed the age in place concept so I will not cover this option now but instead have listed alternative Senior Housing Options below.  


Senior Housing Options (*)
Senior housing is categorized by the level of care available to residents. At one end of the spectrum, there are communities that offer little or no care; at the other, facilities that provide continuous care. Between those extremes are a wide range of housing choices that can meet changing needs.

Independent Living: Condos, townhouses and single family homes that are smaller and more maintenance free than large family properties are frequently people's first choice, especially if they're healthy and active.

Active Adult Senior Retirement Homes and Communities: Active adult senior retirement homes and communities aim to service the interests of active adults over the age of 55. Housing types often include condos, townhouses and single-family properties, and all are designed with an eye toward delivering a maintenance-free lifestyle for residents. Such communities offer a vast array of on-site activities, including exercise, social clubs, art instruction and lecture series.

Assisted Living Senior Retirement Homes and Communities: Residents live in their own apartments, but have the benefit of an on-site staff, meal service in communal dining spaces, and planned activities and outings. Some assisted living communities also offer access to nurses and daily living assistance. Others may offer more extensive medical and personal services.

Adult Family Senior Retirement Homes: Such properties are licensed to care for up to six residents in a home setting. Services typically include meals and housing maintenance and attending to residents' safety and care. Facilities may specialize in addressing specific health concerns and provide care and an environment tailored to those conditions.

Alzheimer's and Dementia Care: Facilities specialize in caring for patients with dementia and Alzheimer's disease offer programs that address residents' needs and provide an environment where they can live safely. Housing services typically include personal care, such as bathing and dressing and administering medicine, along with dining and housekeeping. In addition, many buildings incorporate over 50 design features, such as safe wandering paths and color coded areas to help with way-finding. Such designs provide comfort and ease residents' anxiety.

Continuing Care Retirement Living Communities: A Continuing Care Retirement Living Community offer progressive levels of assistance, depending on a person's needs. They include independent and assisted living and nursing care.

A realtor who has earned the SRES designation has studied and is very familiar with all phases related to assisting and guiding more senior clients as they prepare to transition from their family home setting to their next phase.  If you have or know anyone who may be thinking about moving or is approaching this decision point please feel free to reach out to me as a referral.   My email is wendy.bornstein@nemoves.com.

* Source SRES.ORG