Downsizing
Posted: October 3, 2020 Filed under: Topics of Current Interest | Tags: Advocate for Mom & Dad, CCRC, Continuing Care Retirement Communities, COVID 19, declutter, downsizing, National Association of Professional Organizers, National Association of Senior and Specialty Move Managers, organizing 2 Comments


The Advocate for Mom & Dad September 29, 2020 article “Tips To Help Your Elder De-Clutter, Downsize and Move On” addresses the task of downsizing, and has a number of helpful suggestions to help seniors through the process.
See: https://advocateformomanddad.com/tips-on-downsizing-moving/
I must confess that I am a hopeless organizer. I guess the process gives me a sense of control, so I have been organizing for just about as long as I can remember. I even recall an incident in 1st grade when I was reprimanded for cleaning out my desk during a classroom lesson.
I have gone through the process of decluttering my home several times over the years: twice when moving, a third time when my caregiving years ended, and a fourth when we again sold a home, one that we built and loved, to move into a condo near my youngest daughter. That was three years ago. We don’t have enough room in our condo to collect any more “things” and I expect this to be the last time we will downsize.
So, during the summer of 2019, when my brother and sister-in-law (SIL) faced unexpected medical circumstances requiring a quick move to a CCRC (Continuing Care Retirement Community), I raised my hand and said, “I’m your gal. I may not be a ‘professional’ organizer, but I sure as heck could be!”
SIL was now faced with having to deal with a multitude of responsibilities, many of which my brother would have handled previously. Since I had so recently been through the process of downsizing, remodeling, and reorganizing a smaller home, I figured I could tap my skills and be a real asset to the program-at-hand. And as a matter of fact, I ran into the same challenges and adopted the same solutions as recommended in this article. BUT . . .
Did you ever notice that “How To Do _____ (fill in the chore) in _____ (fill in the number) steps makes it sound as if success is easy-peasy if you just follow the plan? NOT! I mean, sure—the tips are helpful—but in general, there are unavoidable undermining circumstances.
In my mind, I visualized the tasks at hand:
- Downsize belongings currently in a 3,000 square foot home to fit into a 900 square foot apartment (a 70% reduction).
- Help identify furnishings to keep and choose furnishings to purchase to make the new environs “cozy and comfortable” as well as functional.
I even “fantasized” sending the couple on getaway only to return to an HGTV-style reveal. I mean—I knew this was impossible, but it was fun to think about!
As recommended in the article, the first step is to begin whittling down by sorting and discarding. Cool! That was my first step, too. Professional organizers ask their clients to sort items into five piles: keep, sell, trash, donate, and unsure. Obviously, I couldn’t make these decisions independently; this is how the process played out:
- I tackled one area at a time
- I enlisted my brother’s help
- He insisted that all decisions be finalized by SIL
- I sorted items into three piles: keep, distribute (family, donations), trash
- When SIL came home from work she surveyed the piles returning 75% of the “distribute” pile to “keep”
- I reorganized everything neatly back into the cupboards and closets
- I returned home with the plan to come back in order to help them move into their new apartment in the CCRC

After six weeks, what had I accomplished? Belongings were downsized about 25% and I had made everything neater so that DOWNSIZING ROUND 2 would be easier for my niece to accomplish.

Clearly, I had underestimated how much emotional value SIL assigned to her belongings. Just about the only way she could part with an item was if she could pass the “heirloom” down to her children. But as noted in the article, seniors often find their children don’t want the stuff. Fortunately, my dear niece was exceptionally sensitive to her mother’s needs and managed to assimilate many “heirlooms” into her home, albeit much of it in storage.
I would like to get rid of most of my “stuff,” so my kids don’t need to deal with it, but that hasn’t happened, yet. I’m hoping to move to a smaller housing unit before that point so that I can make things easier for them. Although, I am relying on my children to do what is right. They already told us they are not putting up with any “stuff,” and will get us set up in a “home” situation where we will be safe.
What to Do about Mama? Patricia’s Update p. 295
I went home shortly before the Thanksgiving holiday with the intention of returning to help with the eventual move, which was not to occur until the CCRC had undergone remodeling. Can you guess what happened then? COVID-19 applied the brakes. Stay at home orders resulted in affording much more time for my brother and SIL to get the job done, and the move has now taken place. It certainly hasn’t been the best time to move into a CCRC, with all the lifestyles restrictions, but hey, you do what you’ve got to do.
My biggest regret is that I spent those six weeks on a mission to accomplish what could not be accomplished, once again squandering an opportunity to just relax and enjoy my brother’s company.
How to Get Help
- National Association of Professional Organizers
- National Association of Senior and Specialty Move Managers.

Belongings
Posted: March 31, 2014 Filed under: Emotional and Physical Challenges | Tags: allocating, belongings, caregiving-book, daunting, designating, disposing, downsizing, inventory, organizing, overwhelming, planning, proactive 3 CommentsBecky Monroe discusses the issue of what to do with belongings in her March 24, 2014, blog entry: Finding Out Who Your Friends Are. Dispensing with belongings collected over a lifetime is generally not an easy task. As I stated in my book, “What to Do about Mama?”
- If your parents have been hunkered down in a home for decades, there’s a good chance they have collected a substantial number of “things”—some valuable, some sentimental, and some probably worthless from a financial point of view.
- If your parents thought ahead and downsized their households or designated who was to get what—lucky you!
- Another likelihood is that the task was just too overwhelming to tackle, particularly if it was not done before your parent’s or parents’ health began to fail.
- You can count on the fact that allocating and disposing of belongings will probably be just as overwhelming for you as it was your parents.
So as hard as it is for your parents to go through an auction, Becky, you can be thankful that your father is taking a proactive approach and not leaving the job solely to you to handle when settling the estate.
Our family has had experiences on both ends of the spectrum.
My mother passed away suddenly, and ironically, less than 24 hours before her first great grandchild was born. My brother was at the hospital for the baby’s birth, but a short while later he was on a plane to Florida (talk about an emotional swing!). As executor, he had to deal with the immediate concerns of her death and to arrange for the cremation of our mother’s remains. It was not until several weeks later that my brother and I went to Florida to shut down Mom’s double-wide. In the period of a week, we were able to dispose of her belongings, hold an informal get together with her friends, fly to Ohio (our childhood home) and have a service with family and a different group of friends. We were able to accomplish all of this because our mother had everything planned and organized ahead of time. As executor, my brother “just followed the dotted lines.”
My in-laws, who also retired to Florida, had an extensive amount of collectibles from living all over the world during their nearly 50-year marriage. My father-in-law also died suddenly, and my mother-in-law just couldn’t face the getting-rid-of-things task by herself. She lived by the mantra, “There’s always mañana,” and left her children the daunting task of downsizing and distributing her belongings. After being widowed for ten years, health conditions made it unsafe for her to live in Florida alone. When my husband made the trip down to help her prepare to move to our hometown (and eventually into our home), he became so frustrated with the task at hand that he had everything shipped North and put in storage.
After my mother-in-law passed away, and my caregiving responsibilities ended, I pledged that I would not leave my children the burden of my messes. My husband and I have disposed of everything we don’t need or use. What is left is organized and labeled. Pictures have been mounted into books. An inventory of our belongings has been sent to the children so that they can indicate what they would like to have. The kids have decided that I’m preparing to die—which could not be further from the truth. I’m “only 65” and have 9 wonderful grandchildren that I want to see grow to adulthood. After I sent the inventory to them a second time, and they ignored it again, I just told them they’d have to fight over who gets what. Someday they will understand.
Barbara Matthews
An Only Childs Journey into Parent Care
Every time I think we are starting to get everything in order, something happens. Over Thanksgiving (yes, almost 4 months ago); I stayed at Mom and Dad’s house. I sorted. I packed things for auction. I took things to charity. I carried stuff down the treacherous stair that were clearly built before there were standards and building codes.
We were in the house one day, and my dad said, “you better call your friend the auctioneer, otherwise you won’t ever get done with this.” I asked him a couple of times, are you sure? mom didn’t want an auction. He said, there just isn’t a choice. You need help. So I spent two weeks around Thanksgiving in that house, sorting and boxing, moving things down the stairs to where we could deal with them. I met…
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