Preparation, Planning and New Beginnings

Sean Joseph walks us through the steps to a stress-free move, including getting good boxes and marking them well to inspecting the truck. Sean is the CEO of Jordan River Moving & Storage, a nationwide firm that specializes in working with seniors.

Sean Joseph continues his conversation with Suzanne about moving company scams to watch for. He recommends that you avoid brokers, refuse pricing based on cubic feet rather than weight, and do not pay for a binding estimate. You can also look up a company's DOT number to see if they're a new or establishing firm.

Suzanne is joined by Sean Joseph, CEO of Jordan River International Moving & Storage, a nationwide firm that specializes in working with seniors. Moving has changed with the internet, making the whole United States one big neighborhood, and leading to scams. Seek local companies, and get a free, in-person estimate.

Elder law and estate planning attorney Andrea Lee joins Suzanne to provide some tips for unpaid family caregivers caring for a loved one about the legal documents they need to have in place, and also some practical tips to keep in mind. Andrea Lee serves as an attorney for Legacy Estate Planning in Bellevue, Washington.

Elder law and estate planning attorney Andrea Lee joins Suzanne to talk about essential legal documents to have in place no matter your age, keeping them up to date, and describing oft overlooked documents such as the HIPPA release and POLST form, Positions Order of Life Sustaining Treatment form. Andrea Lee serves as an attorney for Legacy Estate Planning in Bellevue, Washington.

Elder law and estate planning attorney Andrea Lee joins Suzanne to talk about the healthcare power of attorney document. Andrea Lee serves as an attorney for Legacy Estate Planning in Bellevue, Washington. This document is often overlooked by families. Who can make medical decisions for you when you're not able to make your own choices?

Elder law and estate planning attorney Andrea Lee joins Suzanne to share advice and tips for legal planning to help you age gracefully in a situation that you like. Andrea Lee serves as an attorney for Legacy Estate Planning in Belleville, Washington. The power of attorney document is a critical tool to let your family help take care of you when you're in a crisis situation.

Seniors are waiting longer before they make a change. For many, they wait so long that they end up limiting their options. They have a fall, are injured to an extent that they're no longer able to live independently, and now have a crisis to move. Real Estate 55 Plus CEO Juli Anne Gibson joins Suzanne to talk about what holds people back, the biggest questions people ask about downsizing, and provides an example of a family that faced a moving crisis.

If you're thinking about moving, Real Estate 55 Plus conducts valuable Aging With Choice workshops. Founder and CEO Juli Anne Gibson joins Suzanne to talk about working with families, real estate agents, executors, and estate planners. She talks about how the workshops work, then provides a great example of a senior who took the workshop and how it led to her moving choices.

If you're a senior living in a home that's not working for you, and you need to make a change, but don't know what the next steps are, specialized services for seniors are available at Real Estate 55 Plus. Founder and CEO Juli Anne Gibson joins Suzanne to talk about working with families, real estate agents, executors, and estate planners. She talks about creating a roadmap to minimize the stress involved in moving, particularly for those over 55.