Adam’s parents died nearly a decade ago, so when the time comes for his grandmother, Alice, to relocate from her family home someplace better suited for her age and ability to self-manage, Adam, 31, will be taking the reins. The Lawndale resident gets the sense that the time has come to broach the subject with Alice, 84, and to start exploring options – as she has indicated that she “just might” be ready to make a move. Meanwhile, Adam, despite being close to Alice, knows that persuading her to take advice from somebody two generations her junior won’t be easy. Working with her to establish a new life at an assisted-living professional care facility could provide either a penultimate bonding experience, or a total nightmare, depending on several things. Regardless of how it pans out, Adam knows he needs help – with how to proceed and where to turn for expert assistance. To that end, he has asked about “senior relocation services” consultants. AD Quality Auto 360p 720p 1080p Top articles1/5READ MOREChargers go winless in AFC West with season-ending loss in Kansas CityThe financial picture Alice, a widow for more 18 years, has a combined monthly retirement income of about $5,000. Adam intends to contribute $1,000 for Alice’s well-being when she moves, via an account left by his parents for that purpose. However, Alice insists that he won’t be spending a dime. Alice’s condominium, two hours northeast of Los Angeles, is worth an estimated $290,000. Plan of action For starters, Adam should encourage Alice to maintain involvement in legal and financial decision-making. Having the “life-management authority” to which she is accustomed to suddenly usurped from her entirely could cause serious resentment issues and sidetrack the noble undertaking Adam plans to pursue. The inability to manage personal affairs marks a potentially upsetting time for many seniors. Adam should take care not to make Alice seem helpless when her involvement comes into question. The following should help guide what will be a multifaceted, possibly lengthy process. Map out a basic plan. First, consult H.E.L.P. at 310-533-1996. The nonprofit organization designed to assist in senior issues. It can offer ideas for laying out a concise, easily organized financial plan in which both Adam and Alice play equal parts in managing decisions, budget inputs, and lifestyle arrangements that will keep each party in the loop. That should benefit their relationships – now both personal and business – and deter or prevent alienation. Seek out experienced professional advisers. The moving process is exhausting for anybody, but for a senior whose health is deteriorating, the stress can cause actual physical problems. So it’s smart to get others involved to lighten the loads for Adam and Alice. Choosing wisely when selecting a relocation service – professionals who specialize in relocating seniors and minimizing stressful moving jams – is paramount. Using a full-fledged moving planner will cost more than a simple moving company. Relocation services for seniors usually run about $50 to $75 an hour during the planning phase. Also, there are external service charges for whatever needs handling, from dealing with new-facility contracts to arranging for sale of valuables, to handling utilities and other basics at either end. But that help may be worth every penny to Adam, who is unschooled in such matters. It is important to choose a local planner with the appropriate credentials and good, trackable references (many people ask for references from prospective service providers and then don’t actually check them out). Another benefit of using a moving planner is that seniors who may be pushed out of the decision-making process otherwise are allowed, by design, total control over how the move plays out. Sweating the details. Many relocation advisers are associated with national organizations such as Relocation Planners LLC (877-405-7356.) They are also real-estate professionals who may have other credentials and who work on transactional and practical aspects of the move. The planner is responsible for moving the process forward and keeping other individuals involved on task. Lifting that responsibility – of negotiating rates and other financial details – from Alice’s shoulders should allow Alice the free time she needs to catalog everything in her life and begin uprooting herself. The moving planner also will coordinate all important facets of Alice’s new place, a senior-specialized complex, allowing Alice to choose floor plans, furniture, moving dates and rates, freeing her and Adam from the sometimes daunting business of organizing it all. If Adam and Alice work with a senior relocation planner, besides asking for references and credentials, they should get some sort of document detailing the costs of the service – separate from any real-estate costs or other nonplanning associated fees. Stephanie Enright owns Enright Premier Wealth Advisors of Torrance. Write to her at the Daily Breeze, 5215 Torrance Blvd., Torrance, CA 90503-4077. If you need financial advice, include a stamped, self-addressed envelope so you can receive a confidential questionnaire. Questionnaires also are available at the Daily Breeze. 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