2. We are a team for the complete
moving process!
Whether you’re
relocating to a new residence
OR
modifying current living space
3. At some point you will consider moving to a
simpler, smaller home.
Consider this:
The American population over 65 will jump 80% in the next 20 years!
4. Only one part of the MOVE is
DOWNSIZING
To Do:
Find new home
Pricing old house
Stage house Topic
Downsizing
Schedule move
Pack
Move
Unpack
Set up new home
6. But you will have to deal with
extra things you have.
7.
8.
9.
10. Downsizing involves moving, one of life’s
major events, right alongside
Birth of a child
Marriage
Companion Loss
11.
12. Downsizing offers simplicity to
life.
There will be items no longer necessary.
Choosing those remaining possessions is an big task, but one that if
approached systematically, can be simple.
• Making better decisions on possessions to keep
• Where to dispose of the unnecessary
• Arranging new home after move
13. How You Benefit
• Cash
• Tax deductions
• Inventory of possessions
• Certified Appraisals
• Markets to maximize the value of disposals
• Eliminate managing lots of people
Lifestyle Simplified is a one stop shop!
16. We bring discipline to the
process which delivers
success
Items to keep are packed, labeled and stored
Disposable items are inventoried into groups
– Give to relatives
– Donate
– Consignment
– Auctions
– Private buyers
All disposals are removed: our truck, or organizations
that pickup
17. Documentation of disposals
• Lists
• Photos
• Appraiser letterhead
• Proper IRS forms
• Verification of all receipts
18. ave m ore
W e h
ser vices Seasona
l
Storage
Home
Monitorin Renovations
g
Consignments
19. The complete Transition!
Packing & Moving
Our experienced staff
will pack, move and set
Property Dispersal
Organizing & Storage you up in your new
Expert appraisal to
Expert managers will assess home
determine the value and
your needs and personalize selection of items for
a plan for you gifting, consignment,
donation or liquidation
that maximizes your dollar
value
SERVICES
Layout & Design Home Monitoring
Our design staff will work A customized service to
with you to create a floor monitor and maintain your
plan that incorporates your home while you are away
furniture and personal
tastes Tax Donation
Supporting
documentation and
appraisals for valuation
and IRS tax reporting
Welcome today Our company is Lifestyle Simplified. We help seniors prepare for their future!
Our plan is to make this chapter in your life enjoyable rather than frustrating. That’s why we consolidate services you will need.
This huge growth in numbers is accompanied by other facts: Empty nesters and post-retirement individuals are simplifying their lives There are many new living communities (Right in this village!) Changes in health require different living accommodations Family is not always close by for assistance There are growing numbers of relocation consultants with all kind of services
I want to point out that Downsizing is ONE of the parts of Moving OR TRANSITIONING as we prefer. When you think about moving, lots of tasks come up Choosing broker, pricing house, staging house, downsizing possessions, locating new home, scheduling move, packing, moving, unpacking, setting up new home – Whew!!!!
Ask who would agree with this image of downsizing
This huge growth in numbers is accompanied by other facts: Empty nesters and post-retirement individuals are simplifying their lives Changes in health require different living accommodations Family is not always close by for assistance There are growing numbers of relocation consultants with all kind of services
Attics are full
Many rooms are just collecting stuff Maybe for kids
We understand how you can feel when facing the possibility of moving
Ever heard of TROPOPHOBIA? We don’t blame anyone. After all, you have been comfortable in your home!
Keep it simple Talk to one person to get the details arranged.
You will benefit from our knowledgeable and experienced team of individuals who can identify and evaluate your life long treasures and help you determine what you want to keep and what you might want to sell. We are committed to making sure that you get the best cash value or tax deductions for your possessions, keepsakes and various other belongings that you might be ready to let go of at this point in your life. You’ll find relief in knowing that you are not alone in your journey. Our all-inclusive, Senior Program offers the ease and comfort of knowing that all aspects of downsizing your lifestyle and/or transitioning to a senior community will be personally planned and professionally executed by people who care. Lifestyle Simplified provides you the comfort in knowing that we will do the leg work for you. There will be no need to call organizers, appraisers, liquidators, storage facilities, moving company, etc. We are your one stop shop! We do it all!
Introduce Trina – for next slides Trina Miller has been helping people for decades. Bill Jefferies has too! I’d like to have Trina and Bill tell you a little about downsizing and liquidating the unnecessary.
Introduce Trina – for next slides Trina Miller has been helping people for decades. Bill Jefferies has too! I’d like to have Trina and Bill tell you a little about downsizing and liquidating the unnecessary.
Emphasize two retail shops and we sell at regional auctions in several states
Explain how IRS welcomes properly documented deductions
We are only explaining Downsizing . . . There are other things we do to be a complete service in relocating!
