Posts Tagged: seniors

CBC Radio: The Great Stuff Transfer

29, Nov 2024

Intergenerational wealth transfer is when younger generations inherit the wealth of older generations who downsize or pass away. However, this is a unique historical period as the Great Wealth Transfer is underway. It’s the phenomenon where Gen-Xers and Millennials inherit the massive wealth accumulated by the Interwar and Baby Boomer… Read more

Essential Documents for a Deceased Person

20, May 2024

Serving as someone’s executor is a role with significant responsibilities. One critical task is obtaining, managing and retaining the essential documents for a deceased person. In fact, proper documentation is crucial for the legal administration of an estate. During our 20+ years as professional organizers in Vancouver, Out of Chaos… Read more

A Treasure Hunt Can Make Downsizing Fun

16, May 2022

The words ‘decluttering’ and ‘downsizing’ can have negative connotations. They imply loss and restriction – the world and everything in it is shrinking. On the other hand, a treasure hunt suggests adventure, excitement, and new possibilities. Here are some ways to turn the chore of downsizing into an exciting experience…. Read more

Helping Seniors Move: Tips to Make it Easier

07, Feb 2022

Moving to a new home is challenging. In many cases, it is even more stressful for seniors who may have no desire to move but have little choice. The experience may be confusing and even traumatic for those with memory loss. But it doesn’t have to be. Read our tips… Read more

Investment Executive: Take a Load Off

23, Nov 2021

I was quoted in Investment Executive last week in a retirement and downsizing article entitled, Take a Load Off. I highlighted some practical steps retirees can use to organize their estate. It will reduce the burden on their executors after they have passed on. On Purging Possessions… One challenge is… Read more

How to Have “The Talk” about Downsizing

12, Jul 2021

There’s a moment in every family where it’s time to have “The Talk” about downsizing with older relatives. Often, children have “the talk” with their parents, but they could be dealing with aunts, uncles, cousins, or a family friend who needs to downsize. It can be an emotionally charged topic… Read more

Downsizing-In-Place

25, Jan 2021

Early in 2020, before the pandemic hit, Mustel Group and Sotheby’s International Realty released a report on real estate trends and ageing in place. It revealed that about 86% of Baby Boomers would like to live in their current home for as long as possible. Even though older adults do… Read more

The Downsizing Party

13, Jan 2020

I recently read an article about a couple who had a Downsizing Party. They had lived 45 years in the same house. They sent out invitations, served food and drinks while their friends came over and chose their favourite objects. A Downsizing Party might be a great idea for some… Read more