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Downsizing Tips for Seniors Moving to Assisted Living

Downsizing tips for seniors

Downsizing can be a challenging yet essential step for seniors moving to assisted living. It often involves sorting through years of belongings and deciding what to bring, donate, or discard. To make the transition easier, here are some helpful downsizing tips for seniors:

1. Start Early

  • Begin the downsizing process well in advance—ideally 2-3 months before the move. This allows plenty of time to sort through possessions without feeling rushed.
  • Break the task into manageable chunks, such as focusing on one room or category (e.g., clothes, books, kitchen items) at a time.

2. Create a Plan

  • Set Priorities: Start by deciding which items are most important to bring to the new space. Consider sentimental value, practicality, and space limitations in the new home.
  • Size and Layout Consideration: Measure the new living space and the furniture you’re considering bringing. Assisted living rooms tend to be smaller than the family home, so it’s important to make sure what you bring will fit comfortably.

3. Take Photos or Videos of Sentimental Items

  • For items that hold sentimental value but may not be practical to bring, take photos or videos. This allows you to keep the memories while reducing clutter.
  • Create a scrapbook or digital album to preserve the memories attached to those items.

4. Sort and Declutter

  • Four-Box Method: Label four boxes: Keep, Donate, Sell, and Trash. This helps to stay organized and ensures that every item has a designated place.
  • Ask for Help: It can be emotionally taxing to go through belongings alone. Invite family members or trusted friends to assist, as their perspective can help make decisions easier.

5. Consider What You Actually Use

  • Take stock of items that are used daily versus those that are rarely used. Keep the essentials—like a favorite chair, clothes you wear often, or treasured family photos—and part with items you rarely use or need.
  • Seasonal Items: Consider whether items are truly needed for each season. For example, winter coats and holiday decorations may be stored away until needed in the future.

6. Downsize Clothing and Personal Items

  • Clothing often takes up a lot of space. Go through closets and drawers and donate or discard items that no longer fit or are seldom worn.
  • For personal items such as shoes, accessories, and toiletries, focus on what is needed for daily living.

7. Digitize Important Documents

  • Moving to assisted living means having limited space to store paper documents. Consider scanning important paperwork (e.g., legal documents, medical records, family photos) and keeping them in a secure digital format.
  • Create a digital backup of all essential documents so you can access them easily and avoid carrying bulky folders.

8. Use Space Wisely

  • In many assisted living facilities, space is limited. Be strategic about how to use the available space. Shelving, compact storage, and multi-purpose furniture (e.g., a couch with hidden storage) can help maximize space.
  • Consider investing in smaller versions of favorite furniture pieces, like a compact bed, sofa, or dining set, that will fit more easily into the new environment.

9. Sell or Donate Unwanted Items

  • Selling items online or at a garage sale can generate some extra money for the move. Alternatively, donating to charities such as Goodwill or local shelters can ensure that belongings are passed on to someone in need.
  • Many organizations will even pick up donations, making the process easier.

10. Give Heirlooms to Family Members

  • If there are valuable or sentimental items that you would like to stay within the family, consider passing them along to children or grandchildren now, rather than leaving them behind. This way, family members can appreciate them, and you won’t have to worry about storing them.

11. Focus on What Will Enhance the New Home

  • Think about what will help make the assisted living space feel like home. You may want to bring a few key pieces of furniture, artwork, or decor items that will provide comfort and familiarity.
  • Keep in mind that the new living space may have its own furniture, so the goal is to supplement it with items that will bring warmth and personality.

12. Keep Comfort Items

  • Bring items that will provide comfort in the transition, such as a favorite blanket, photos, or personal mementos. These can help ease the adjustment to a new environment.

13. Be Mindful of Safety

  • When downsizing, consider the safety needs of the senior. For example, avoid bringing sharp objects, heavy items, or anything that might pose a tripping hazard.
  • You might also want to bring items that aid in mobility, such as a walker, cane, or comfortable chair, to ensure that the senior feels secure in their new environment.

14. Utilize Storage Options

  • If downsizing too much feels overwhelming, consider using short-term or long-term storage for items that are not immediately needed but hold significant sentimental value.
  • Be sure to store items properly, especially fragile or valuable ones, to prevent any damage during the move.

15. Take Time to Adjust

  • Downsizing can be an emotional process, and it’s important to give yourself time to adjust to the new living situation. It may take some time to decide what truly belongs in the new space and what can be left behind.
  • Focus on the positive aspects of the move—such as the opportunity for socialization, support, and reduced maintenance responsibilities—and recognize that this transition is an opportunity to simplify life.

By following these downsizing tips, seniors can make the move to assisted living easier and less stressful. The process may seem daunting at first, but by staying organized, seeking support, and focusing on the essentials, it can be a rewarding and empowering experience.

Avow Hospice

Avow Hospice

Avow was founded in 1983 as Collier County’s original, nonprofit hospice. Today, Avow’s nonprofit companies provide palliative care consultations for adults facing chronic or serious illness, hospice care and bereavement support services for children and adults

Avow delivers a better quality of life by providing comfort, care, understanding and dignity to those who are seriously ill and their caregivers, as well as those mourning a loved one’s passing. We are a support system in our community, providing our  services to anyone who needs them, including those whose loved ones were not in our programs. We also support those who are suffering the illness or loss of a companion animal.

Avow’s promise is to help members of our community provide care at home and live at home during an illness or death, surrounded by the people, pets and things they love most. We are teachers and guides, offering our expertise and loving support but always respecting the beliefs, choices and wishes of those we serve.

We often make positive, life-altering changes in someone’s life in as little as a moment. Therefore, even if our time with a patient, family member or community resident is brief, we bring it our full attention and focus on resolution and healing.

Help for Those in Grief

Whether you’ve lost someone who utilized our hospice care or not, Avow welcomes the grieving with open arms.

The following grief support services are available to anyone in the community…

  • Grief and bereavement support through individual or group meetings and regular follow-up.
  • Support for children who will or have experienced the loss of a parent or other loved one.
  • Help planning a private memorial service, if desired.
  • Community memorial programs including Butterfly Releases and Avow RememberingSM  memorial services. Invite family and friends.   Click Here To Learn More (Check our calendar for the date of our next offering or call us.).

Support for the mind, body and spirit

Dealing with the symptoms of any painful or serious illness is difficult. Palliative care can help. Palliative care can be offered at the same time you’re receiving treatments for your illness. Its primary purpose is to relieve the pain and other symptoms you are experiencing and improve your quality of life.

Live your life more comfortably

Palliative care provides relief from distressing symptoms including pain, shortness of breath, fatigue, constipation, nausea, loss of appetite, problems with sleep and many other symptoms. It can also help you deal with the side effects of the medical treatments you receive. Most important, palliative care can help improve the quality of your life.

Palliative care also provides support for you and your family and can improve communication between you and your health care providers.

It’s never too early to learn about the benefits of hospice care. It’s not just for people in the last days of their lives. The reality is that, in many cases, hospice care can actually help people live longer. In virtually every case, hospice care brings significant comfort, peace and dignity to patients who are fearful, vulnerable, confused or exhausted from curative medical treatments that have failed to stop the progress of their illness.

Hospice cares is for people who are terminally ill and have an estimated lifespan of six months or less. Hospice is for anyone, of any age, who has a life-limited illness.

Each hospice patient and family has a team working together that supplements, but does not replace, the care provided by families, staff at an adult living facility, and other full-time caregivers.

Caregiver Support Programs

Caring for someone with a serious illness can be very rewarding, but it can also be difficult and overwhelming. Avow is here to ease your mind and help you cope. We offer a variety of services including support groups, volunteer support and help finding resources in the community that can help you.

Avow’s caregiver support groups are open to anyone in the community; neither the caregiver nor the patient needs to be associated with Avow’s hospice services in any way. Attendees may be parents, spouses, children or friends of people suffering from cancer, dementia, heart disease, Parkinson’s disease, stroke, frailty or any other condition. Attendees can participate at whatever level they feel comfortable. Group leaders also help caregivers find resources in the community for whatever types of assistance their loved ones may need. See the link at the bottom of the page to view monthly support group schedules.

https://avowcares.org

For more information, go to www.seniorhousingsolutions.net 

How do you pay for Assisted Living?

How do you pay for Assisted Living?

As senior housing advisors, we speak with many clients who need assisted living and not sure how to pay for it. There are some resources that you may be unaware.

Medicare?

Medicare will only pay for care in Medicare-certified skilled nursing facility or through Medicare-certified home health or hospice agencies. It will never pay for care in an assisted living facility.

Medicaid? 

The Medicaid Waiver Program is available throughout the state of Florida, however interested applicants should be aware that unlike other Medicaid programs, this is not an entitlement. One may meet all the eligibility requirements only to find that there are no available rooms and they are put on a waiting list for services.  It is important to note that not all assisted living facilities accept the Medicaid Waiver Program and it might be necessary to move out of the area to find a facility that accepts it. Typically, the Medicaid Waiver Program only pays for a portion of your rent and does not pay for care-related charges. One should contact their local Area Agency on Aging to learn more and determine if a wait list exists in their geographic area.

Other state programs? 

One program is called PACE (Program of All-Inclusive Care for the Elderly).

If you qualify, PACE will cover all the medical, social and rehabilitative services you need, including items that Medicare does not cover, such as social work services, meals and nursing home care. You will receive all your health care (Medicare and Medicaid benefits) through the PACE program.

There are eligibility requirements of the PACE program as well as stipulations that you must agree to qualify. Like the Medicaid Waiver program, only a limited number of assisted living facilities in our area accepts PACE. In addition, PACE is a state funded program with limited resources, therefore there are times when PACE stops accepting new candidates. For more information, contact the Florida Department of Elder Affairs.

Veteran’s Administration (VA)?

The Aid and Attendance Benefit offered through the Veteran’s Administration is not a well-known benefit, yet it could be one of the most important benefits you could receive.  This program was established for eligible Veterans and their Spouses to help pay for assisted living, skilled nursing and home health care. The Veteran or Spouse qualifies for this benefit if their service, medical qualifications and financial criteria are met.

To medically qualify, you would need assistance with two or more “activities of daily living’ (ADLs).  These would include:

  • Medication management
  • Bathing or hygienic tasks
  • Meal management
  • Transferring
  • Mobility
  • Dressing
  • Continence

The Veteran must have service one day of active duty during a wartime period and was honorably discharged.  Spouses who have been divorced are not eligible.

Based on your income, the Aid and Attendance program could pay:

2017 Maximum Monthly Benefits:

Veteran with Spouse:  $2,127

Single Veteran:            $1,794

Surviving Spouse:       $1,153

Dependent Spouse:     $1,408

This program pays the Veteran or Spouse and not the assisted living facility, therefore it is applicable at all assisted living facilities.

For more information, contact the Veteran’s Administration. 

Long term care insurance?

If you have a long-term care insurance policy, you should review your policy to determine what it covers and what it doesn’t. Every policy is different. Many policies have an elimination period, typically 90 days and have specific guidelines about which type of facility they will reimburse.

Usually, the long-term care insurance carrier pays you the benefit; therefore, providing the assisted living facility meets the criteria for reimbursement, you would be paid the benefit amount, not the facility.

Private pay?

The most common way to pay for assisted living is out of pocket.  People use their own investments or the proceeds of the sale of their residence. Family members also contribute. It is wise to speak to your financial advisor BEFORE you need assisted living and develop a plan for your future health care needs. These might include annuities, trusts, reverse mortgages and other investment strategies.

Meals, housekeeping, home maintenance, transportation, social activities, utilities, cable, taxes and care are typically included in your rent, therefore your overhead expenses are many times less than what you are paying at home.

We are here to help.

Senior Housing Solutions is familiar with all the assisted living facilities in our area and can help find a ‘solution’ for you. Our services are 100% free! We are not financial advisors, therefore cannot provide financial advice. We recommend resources to help you every step of the way.  For more information, please call (239)595-0207 or visit our website at: www.seniorhousingsolutions.net.