Sunday, June 30, 2013

Thanks



Thanks.

Thanks for taking the effort transporting Mom back and forth. I understand how exhausting it is. But isn’t it cool that you get to jump the line at TSA?
I don't mind being the PM for the move. I just want to point out that both Scott and Lee have similar PM experience and could easily handle this piece.
I think we should ask Mom who she wants on the local checking account with her. She should still make such decisions for herself.
As for other banking, the only thing I can think of that she goes into a branch for is any CDs she has, which we will need to find out if she can do this remotely if she has any CDs that will mature after she moves.

Saturday, June 29, 2013

Connie's Trip

Mom did well yesterday traveling home, arriving home in good spirits and moving pretty well.  She is very appreciative of everything everyone did all week, and she's excited about her new home Up North.  We spent some time on the way down going through all of the papers that need filling out as part of the move, but she's still a bit daunted by that task. 

- She has the signed papers for Barbara the real estate agent and will (I hope) call her today
- I'll email Barbara the condo docs today
- I volunteer to talk her through the financial aid forms over the phone - it's pretty much adding up her assets and her income
- I'll also help her filling out and signing the Atria resident agreement, etc.  
- I volunteer Hillary, the experienced and talented PM she is, to create about the task list for the actual physical move
- Shelley volunteered to followed up with Mom and Nurse Amy and make sure all the medical stuff

One of the many things Mom is stressing about is changing bank accounts, etc.  AFAICT, she actually doesn't actually need to do anything with this.   Her bank accounts will all work fine remotely (she Harding goes to the branch now anyway).  We will need a new primary checking account for direct deposit of her income checks, etc., and it should be a joint account with one of us.  JPMC anyone? 

My own day was looonnnng.    My 5:40 flight didn't actually lift off until 9:15, and I got home at 1:00 am.   


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Remember ... life is what happens while you're busy making other plans.

Friday, June 28, 2013

Connie is home

We walked in and there was a message on the machine from Citi about a suspicious $500 charge to a "personal care facility" ... Aka Atria.   Glad they're watching.  

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Remember ... life is what happens while you're busy making other plans.

Tuesday, June 25, 2013

Making progress

Ok, we're boarded.  I'm calling it about 40 minutes delayed.   

Next update when we land.   


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Remember ... life is what happens while you're busy making other plans.

Flight delay ...

Our flight is delayed an hour ("could be more, or could be less" - that's the official word) due to a "maintenance issue".  Some are annoyed.  Personally, I'm happy they found it before we took off, rather than after.  

Anyway, I'll update our ETA to Oceanside after we board.  


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Remember ... life is what happens while you're busy making other plans.

Monday, June 24, 2013

Real estate

We met with the agent (Barbara Tenzer 954-235-8224) earlier and the story is mostly good. The market is active and deals are closing.   Her unit is in average condition - not run down, but not brand-spanking new refurbishing - and will probably sell between $55,000 and $60,000.  Mom thought this was reasonable; a nearby similar unit she knows just sold for $59,000.  

The fees are high, which is not surmising given how inexpensive the units are. The agent gets $3,000 + 8% (split between the seller and buyer sides), the lawyers get about $1,000 and there are sundry taxes and other fees of about $1,200.  So if it goes for $60k she'll net about $50k.   It's a six month commitment.  Barbara says her fees are higher but she gets the sales done.  

We didn't sign the agreement because Mom doesn't have a place to live yet, so we really can't commit to moving out yet in the happy event it actually sells. There's a $1,000 breakup fee if she backs out within some time period, maybe the six months.  So we agreed to see how the ahping trip goes and then decide.  We have the papers all filled out and ready to go.  

We also got her hearing aid repaired at Costco.  User error - she took it apart and couldn't get it back together.   

Dinner tonight at Outback.   


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Remember ... life is what happens while you're busy making other plans.

Whaasup

I got down here yesterday and found Mom in good spirits.   We spent some time talking about the Pros and Cons of Atria vs. Bristal;  I think she's got most of the salient points.  She remains very anxious to get the move going.  

We sorted through some of her papers and jewelry, and I'll be bringing a load of jewelry to NY to leave.  

Today we have a busy schedule: Costco, Publix and a real estate agent will come by.  She's already got dinner planned for tonight (Outback) after going to Toojays last night.  

See ya tomorrow.   

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Remember ... life is what happens while you're busy making other plans.

Thursday, June 20, 2013

Flights.

Here are Connie's flights:

Tuesday: Jet Blue 802 FLL to JFK Depart 11:39am Arrive 2:29pm

Friday: Jet Blue 001 JFK to FLL Depart 10:25am Arrive 1:20pm

I'll have my car at the airport, so no transport arrangements are needed on Tuesday


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Remember ... life is what happens while you're busy making other plans.

Monday, June 10, 2013

Flights

I booked my round trip to sunny Fort Lauderdale, and Mom's and my round trip to NY.

I go down Sunday 6/23.

We come up on Tuesday on Jet Blue 802, landing around 2:30.
We head back down Friday morning on Jet Blue 001 departing JFK at 11:30. 

I''ll return home that evening. 

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Remember ... life is what happens while you're busy making other plans.

Sunday, June 9, 2013

Conversation this afternoon

I spoke with Mom this afternoon and updated her on our current schedule and plans.  

I'll be traveling down to Florida on Sunday 6/23 and bringing her to NY on Tuesday 6/25.  On Monday we'll start Stuff Sorting and also talk to a realtor.  

She'll be staying staying the Erics Tuesday, Wednesday and Thursday nights.  

We'll visit Bristal and Atria on Wednesday and Thursday.  I told her that they may ask her to show she can get out of a chair by herself, and walk 100' with her walker.  Both of which she said she can do.  
We may visit North Shore Towers on of those afternoons 
We may shop for a bed and perhaps other furniture the other afternoon. 

Friday I'll take her back home.  

At this point she is anxious to get this all done and move up north.  


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Remember ... life is what happens while you're busy making other plans.

Saturday, June 8, 2013

Shopping schedule

Looks like the week of June 24 works best for everyone, so we'll start working on that for now.

Friday, June 7, 2013

Mom's LI shopping trip

Some people go to Milan and Paris to shop.  Some people come to Manhattan.  Mom goes to Lawn Giland.  

Here are some thoughts on the logistics and issues.  

Visiting these facilities is like doing the college tour.  Visiting when the kids aren't around really misses the point, unless you like seeing buildings that aren't especially well maintained.  

We found last time that the places are pretty dead in the afternoon as many of the residents are off-site or in their apartments then. The mornings seem to have more activity.  So it's much more useful to visit them in the morning.   That means we need two days for the visits, as the chance of making it to two in one morning is pretty much nil.  And the visits should be on weekdays, for the same reason - the weekends have no activities, people are out visiting family or the family is visiting them, and generally don't represent life as Mom would experience it most of the time.   

I understand that weekdays could be a problem for the working folk amongst us.  Can you make it work?  In any event, Shelley & I would take the tour again.  

Mom can't reasonably travel home after spending the morning home shopping.  And there are a couple of other things we might try that day, assuming it goes well and there's a likely decision or even a near term move.  Like furniture shopping, and definitely bed shopping.  Again, if it looks like we might have a decision, picking out the bed so it can be delivered the day before she arrives would be very useful.  A set of sheets, etc.  

So a rough schedule might look something like this (I'm obviously open to suggestions, corrections and improvements):

Day 1 - I fly to Florida. We meet with the realtor.  We start the Stuff Sorting process.   
Day 2 - more Stuff Sorting.   Meet with or talk to an estate sale type.  Although perhaps leaving the apartment furnished until it's sold is a better idea.  After she moves out, we can finish the cleaning process to make it show as well as possible.   
Day 3 - travel to NY. 
Day 4 - visit Atria; bed shopping. 
Day 5 - visit Bristal; furniture shopping. 
Day 6 - I bring her back to Florida.  If possible, I come home as well.  

In the meantime, Shelley's having both places send brochures to Mom. She's also going to check on vacancies and ask about a trial residency as well as tours.  

I think this could move very quickly. I'd be mildly surprised if her choice of home had no vacancies at all.  Assuming the vacancy they have is not her first choice, she can start in on apartment and then move when her first choice opens up.  

Thoughts?


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Remember ... life is what happens while you're busy making other plans.

Wednesday, June 5, 2013

A correction

I updated the Bristal link to reflect the North Woodmere facility at Shelley's suggestion and Debbie's confirmation.  That is the one that Mom visited.  

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Remember ... life is what happens while you're busy making other plans.

Email posting

Just a suggestion ... You can post to this blog via email by sending a message to 


That is how this post was posted.  



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Remember ... life is what happens while you're busy making other plans.

Tuesday, June 4, 2013

A few comments

Key question:  once Mom gets to NY, where is she going to stay?  I don't know where she could stay except a hotel.  She can stay near us but someone needs to stay with her (I think).  We are happy to take her back to the places (we'd like to see them also), etc. but we need a plan.

As far as the other points Hillary raised, while they are important, I don't think the apartment is a priority.  Until there is a plan for where and when she is moving, selling the apartment is not critical.  She doesn't need the money immediately and she doesn't want to get into a situation where she is 'rushed' out to complete the sale.  Seems unlikely in the current real estate market but you never know.

Before anything is done with the car, it needs to be decided what is going to happen to it.  She certainly doesn't need it.  If it is being sold, why bring it up?  If it is being given to someone who needs a car, that is a different story.  Again, a decision for Mom.


Volunteers of America

So, I'm happy to make the trip and act as escort.  It might make sense to get a few of the other things keyed up in advance in the event that anything can or should be taken care of down there.

Also, I'm sensitive to the restroom-in-transit issue: how would that work if one of the sons were there?

Welcome to Connie's Move

Here are the tasks Hillary outlined:


1. Speak to FL realtor(s) about what it will take to sell her unit.  I have asked Connie to get us the names of a couple of realtors that her friends have used. I will follow up and get that info from her.
2. Connie wants to re-visit the places before making a final decision. This entails flying her up for a visit, arranging the visits, going to each site with her, and flying her back home.  This needs to be arranged. If it makes the most sense for me to fly down and get her again, I will do that. If someone else thinks they can take it on, go for it. I won't be hurt.
3. Research places that will come to the house and provide us with quotes for holding an estate sale or buying the furnishings, etc.
4. Research having her car transported up to NYC and whether it makes sense to do so.  We should use this to ship many of her things up north if need be.
I do not think any of this should happen without including Connie. I just want to get it moving along and right now this is the most expedient way.  If you think we should get on the phone together, I have a conference bridge we can use for that.

 Hopefully we can have her relocated by Rosh Hoshonah.