The past holiday season may have been an eye-opening one for you or another family member. If you have an older loved one or parents who are living alone, family members may have noticed that Mom or Dad or Grandma or Grandpa have “slowed down” quite a bit or – even worse – may not be at all capable of living alone. Indeed, safety could be a huge concern.
Or perhaps you yourself are the “older family member” and have come to the conclusion that it’s time to downsize and plan a move to a retirement community or to a safer and more-manageable living space.
If either scenario, it’s time for all concerned family members to gather together as best they can and make some plans!
In my guidebook “Downsizing Made Easy” I lay out an extensive series of items to include on the agenda of just such a family meeting. To include them all in this particular blog post is not feasible, but here is a starter list. If you live in the Oklahoma City area and would like a free copy of Downsizing Made Easy, just contact us and schedule a free personal consultation with our team at OKC Mature Moves.
Purpose of the Family Meeting
It’s time to get everyone on board! Our meeting will invite participation from key family members that should be involved in the process and make sure they feel informed and have some ownership of the process. This is a perfect time to reminisce, share some emotions, and get all the complaints and hassles out of the way. Those who are against the move will have a chance to express their opinion and then be done with it. This, after all, is a team-building endeavor! What is best for the older family member should always be at the forefront of the discussion and the guiding touchstone.
At this meeting, you should also delve into issues like distribution of family heirlooms, household goods, and discuss issues like estate liquidation, household sales, and the like.
Other Agenda Items for the Family Meeting
Specifics of an Upcoming Move (When and Where)
What Family Members Will be Involved in the Project?
Who’s Assisting in the Search for the Right Senior Retirement Community in Oklahoma City?
Who’s Organizing the Move?
Who’s Organizing the Sale of the Family Home?
Of course, it’s not always possible for all family members to be involved in the meeting or in the process itself. If Mom or Dad live in Moore while the oldest daughter is in Yukon, with the rest of the family scattered across the country, it’s pretty likely that our daughter in Yukon will bear the brunt of the responsibilities. This, of course, is probably a bit unfair, so the family meeting should plan for ways to alleviate the stresses on the closest child.
Additionally, not all families are able to get along amicably even in the easiest of circumstances, so it may be important for a mediator or trusted family friend (like a pastor) to be involved in the plans. Remember, the PRIMARY concern here is always for the welfare and health of the older loved one. Every decision MUST be focused on this.
As mentioned, I’ve written two guidebooks designed to make this entire effort successful and easier for all parties concerned. The “Downsizing Made Easy” guide provides in-depth advice, charts and checklists for a successful, late-in-life move, while “Moving Mom and Dad” focuses specifically on how younger family members can help with this important project.
At OKC Mature Moves we’d love to be a part of your team for this late-in-life move. Contact us here for more information or to schedule a personal consultation.
Have you ever conducted a family meeting concerning a late-in-life move?
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