Falk, Cornell & Associates, LLP

An Estate Planning Law Firm

Call Us Today (650) 463-1550
  • Home
  • Our Firm
    • About Our Firm
    • About The American Academy
    • Advantages of Working With Our Firm
    • Attorney and Staff Profiles
    • News & Events
    • Speaker Connection
  • Services
    • Asset Protection & Business Planning
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Family-Owned Business
    • Incapacity Planning
    • IRA & Retirement Planning
    • Legacy Planning
    • LGBTQ Estate Planning
    • Pet Planning
    • Senior Resource Guide
    • SECURE Act
    • Special Needs Planning
    • Trust Administration & Probate
  • Seminars
  • Resources
    • Client Resources
    • Consumer Resources
    • ELDER LAW REPORTS
    • Estate Planning & Related Forms
    • Newsletters
    • Professional Resources
    • Published Books
    • Reports
      • Advanced Estate Planning
      • Basic Estate Planning
      • Estate Planning for Niches
      • Trust Administration
  • Contact Us
  • BLOG

Working Together to Move Mom to a Safe Home

September 26, 2013 by Kim Barrot, Attorney

Many times roles become reversed as our parents age, leaving children the responsibility of being the adult. It isn’t easy seeing our parents age but often times the reality is that we have to face the difficult conversations and decisions to move mom from her home in which she lived for decades to a home closer to one of her children, a home which better suits her financial and physical needs or to a retirement community.

Often in times of transition, siblings who have not remained in contact are forced to work together to make decisions in the best interest of mom during a period of time which is inherently emotional and stressful. It is also likely the children will face obstinance from their elder parent who is unwilling to recognize the need for help.

Some tips to manage this transition include:

  1. Working as a team. All children who will assist in the transition should discuss the options available and their goals and concerns such that there is minimal dissension and the group can act unified to help.
  2. Legal Documents. It is imperative to ensure that your parent has the necessary estate planning documents which reflect their intent in regards to their medical and financial affairs.
  3. Downsizing. The longer one has lived in a home, the more personal items they have accumulated over the years. When it comes to moving your elderly parent, it may be a huge task to downsize, requiring countless hours sorting, deciding what to keep, what to give to family members, what to donate and what to trash. While this can be daunting, downsizing over a period of time or hiring specialists in senior downsizing may ease the transition.
  4. Regular Meetings. Change is problematic enough but feeling like decision-making power is taken away often makes the transition more difficult for seniors. While we may not want to anticipate such situation in the near future, it is smart to keep open communication such that decisions in the best interest of mom can be made when the time comes.
  5. Finances. Frequently such transitions change the financial circumstances and requirements. It is best to explore various options and to start early if possible to determine which financial resources are available in considering both income and tax planning consideration.

While this transition of finding the right alternative housing for an elderly parent is challenging, it can best be handled with pre-planning and open communication such that all necessary decisions can be made in the best interest of mom.

For more information see:

https://falkandcornell.com/services/elder-care-resource-guide/

http://www.post-gazette.com/stories/business/personal/elder-law-getting-ready-to-leave-this-old-house-700660/

Filed Under: General

Blog Subscription

Office Address

865 Laurel Street, Suite 4
San Carlos, CA 94070
United States (US)
Phone: (650) 463-1550
Fax: (650) 463-1560

Opening hours

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM

Map

fc_sidbr_map
x

YES! I would like access to over 40 Worksheets and Checklists discussed in The Ultimate Caregiver Guide!

© 2021 American Academy of Estate Planning Attorneys, Inc.