Showing posts with label senior real estate agents. Show all posts
Showing posts with label senior real estate agents. Show all posts

Monday, September 15, 2014

Granny Pods and Mother-in-Law Cottages: More Orlando Senior Housing Options

by Michele Moon

As Certified Senior Housing Professionals in Orlando, Orange County, and from Oviedo to Winter Park to Altamonte Springs, Florida, one of our greatest joys is in seeing older adults "downsize" to new housing that truly makes them happy.

For some, an independent living community in Orlando is ideal. Others may cherish the idea of moving in with - or close to - family members.


Whether you call them granny flats, mother-in-law cottages, granny pods, or just a "guest house," renovating or constructing a second building on a property as a home for an aging parent makes a lot of sense.

Having Mom or Dad (or both) living as part of the family - yet maintaining a degree of privacy for all concerned - can be a perfect solution when the time comes for an older parent to move to a new setting where they are less "on their own."


Of course, if the parents are older Florida seniors, they may require concentrated care and proximity to their family caregivers. But in other cases, the parents may be adults 55+ or in their 60's or 70's who simply think the idea of moving to the Orlando area and taking care of the grand-munchkins daily in warmth and sunshine would be a beautiful idea!

No matter the scenario, these types of housing arrangements are common and a perfect solution for helping older parents begin the process of aging-in-place with the support of their family.

Terms like "mother-in-law cottages" are commonly used to describe a secondary building that is separate from the primary building on a property in Florida, yet also includes its own bathroom, kitchen, and bedroom.


Formally known as Accessory Dwelling Units (ADU), their legality is dependent on local zoning ordinances and HOA rules, but the municipal code in Orange County, Florida does currently allow them. See the specific Orange County ordinance concerning an ADU here.

If you are considering renovating or building an ADU or mother-in-law cottage, be cautious and carefully research the local laws and limitations. Still, even in cases where local ordinances prohibit such a dwellings, an exemption may be made. Feel free to investigate this possibility.


Communities across Florida and the entire country are beginning to understand the importance of multi-generational housing and aging-in-place opportunities for seniors.

As Certified Senior Housing Professionals, Lisa and I serve as Orlando and Oviedo real estate agents who specialize in helping seniors or their family caregivers navigate the complexities of the late-in-life sale of a home and move to new housing.

Please feel free to contact us for more information on Accessory Dwelling Units in Orlando and any issues relating to a late-in-life move for a senior. We'd love to help!


Saturday, July 26, 2014

Free Family Caregivers Kit: Information and Help for Orlando Seniors or Their Family Caregivers

by Lisa D'Aloise

A few years ago, the newspaper advice columnist Dear Abby (Abigail Van Buren) and the U.S. government teamed up to promote the free "Family Caregivers Kit," a collection of brochures and information designed to help family caregivers in Orlando and elsewhere navigate the maze of issues and concerns faced by older seniors and those who care for them.


While the brochures are no longer available by mail in hard copy form, they are available online for viewing.



As Certified Senior Housing Professionals in Oviedo, Orlando, and all across Orange County, Florida, Michele and I - the Estate Conversions Team of Keller Williams Realty - wanted to make sure you had easy access to all these resources and solid information.












At Orlando Senior Housing, we help Central Florida seniors or their family caregivers learn how to age-in-place or prepare for a late-in-life move from a larger home to a smaller apartment or senior housing community. We provide end-to-end advice, organization, and service for the entire move, including selling an Orlando house. Contact Michele Moon or Lisa D'Aloise for a no-obligation analysis and casual chat.

3 beds, 2 baths, $225,000


DRIVE...BUY!!! This home has been lovingly cared for and it shows! The floor plan is ideal and features a spacious living room and dining room off the foyer and an open kitchen and family room combo. The screen porch has nice brick pavers, a gas line and overlooks a scenic POND and CONSERVATION area.


Monday, July 7, 2014

Sharing Info on Senior Housing at the National Federation of the Blind Convention in Orlando

by Michele Moon

It goes without saying that Orlando-area seniors who suffer from vision loss face an extra difficulty when it comes time to leave a family home and move to a retirement community, mother-in-law cottage, or smaller apartment.

That's a big reason that my colleague Lisa D'Aloise and I were thrilled last week to both speak and share our knowledge on simplifying senior moves at the annual National Federation of the Blind convention in Orlando.



Lisa sat and shared her information on the panel entitled "Empowerment: Options for Senior Living" with Jennifer Cochran of Visiting Angels, Rachel Alvarez of the Alvarez Law Firm, and Patty Antony of Elder Advocates to discuss whether seniors should "Age in Place" and find assistive care as needed, or move into senior housing in Oviedo, Winter Springs, Winter Park, or anywhere in Central Florida.



Later, I addressed a meeting of leaders of the National Federation of the Blind and provided an overview of the challenges faced by seniors during a late in life move and educated them on the process, allowing those leaders to better share the information with their membership and local chapters of the NFB.


I'd like to offer a special thanks to Ruth Sager, President of the Seniors division of the National Federation of the Blind for being so nice as to invite Lisa and I to speak at the convention.

She shared a gift bag with each of us and presented me with a Braille bracelet with the word "Joy" written on it in braille - a very sweet nod to the fact that I always sign off my emails with the word "joyfully."

Michelle Moon (L) Ruth Sager (R)


Lisa and I are blessed to meet so many great people and to be able to offer what we've learned to seniors and their caregiver families who need assistance with downsizing or a late-in-life move to a new home, be it senior housing in Oviedo, an Orlando retirement community, or the home of a family member.

If we - the Estate Conversions Team and Orlando Senior Housing - may offer you any advice, please contact us anytime for a chat.



LOOKING FOR SPACE? Hurry in to see this spacious two-story home on a quiet CUL DE SAC! A stunning foyer, with curved staircase welcomes you home! This flexible floor plan features a formal living room, which could be a great office or play room, a large formal dining room with crown molding and a kitchen overlooking the family room. The kitchen has GRANITE counter tops, STAINLESS STEEL appliances, and CENTER ISLAND. The sliding glass doors open onto a long, screened porch overlooking a huge pie shaped back yard. Upstairs is a BONUS ROOM, which could easily be made the fourth bedroom. The master can accommodate king sized furniture and features two closets, a garden tub and a granite counter top. The exterior was just painted and the A/C was replaced in 2008. Residents of Andover Lakes enjoy close proximity to expressways, UCF, downtown Orlando and Waterford Lakes Towne Center shopping and dining.

Thursday, June 12, 2014

Angels' Story: How We Help Seniors and Their Families Arrange a Move and Sell a House

by Michele Moon

Angela called us the other day. She was worried about her 77-year-old mother, Lois, who resides in Oviedo and had been showing signs of quickly slowing down and perhaps being unable to remain living on her own in the two-bedroom ranch she's owned for the past two decades.

Lois had been spry and energetic until a couple of years ago when Angela – who lives far away in Maryland – had visited Mom for the holidays and noticed signs that she wasn't eating properly and was unable to maintain basic, household chores like cleaning, laundry and the usual, mundane tasks.


Concerned, Angela had arranged for visits and help from an Orlando home health care company and that seemed to help. But recently the company alerted Angela that her mother seemed to be deteriorating and suggested that she begin investigating other options: specifically moving her mother to an Orlando assisted living facility.

She quickly jumped to the phone and Internet, began researching and calling Central Florida retirement communities and immediately came face-to-face with what was quickly growing to an overwhelming task.

How could she – hundreds of miles away in Baltimore – properly handle everything that needed arranged and investigated before transitioning her mom to an assisted living community? On top of the geographic constraints, she groaned at the things that needed accomplished.


To help with financing the care at the senior community, Lois' house needed to be sold. And there were a wide variety of other financial issues that also needed addressed. Angela discovered she needed to work with her mom's financial adviser, hire an elder law attorney, handle Social Security and pension issues, hire a good real estate agent, manage an estate auction, hire a trash hauling company, arrange for storage, work with a handyman to fix the house in preparation for a sale, and countless other issues.


Then there were all the emotional and family problems: How could she convince her mother to make the move, especially when Lois broke down, cried, and adamantly refused. Angela's brother – who lives in Texas – was also against the idea and he and Angela had exchanged heated words about the entire problem. She needed help in explaining the entire, broad picture to her family. But where could she start?

That's when Angela called us. She came across our information online and chose to reach out to my partner – Lisa D'Aloise – and I at the Estate Conversions Team of KellerWilliams Realty.

She noted that not only were we experienced Orlando and Oviedo real estate agents, but we were Certified Senior Housing Professionals and highly-trained and experienced in working with seniors and their adult children when the time came to sell the house of an older adult.

Beginning preparations to sell the house was Angela's first priority, but she wanted to know what kind of help we could offer with all of the problems mentioned above.

Our answer? All of it.

That's what we do. As Certified Senior Housing Professionals of The Seniors Real Estate Institute, selling homes for seniors is our specialty. But we go far beyond that. Our training and experience has shown us how to help caregiver families work their way through a process that can be so overwhelming during a late-in-life move for their Mom, Dad, or other loved one.

That includes sharing ways to bring the family to consensus, what to look for when choosing an Orlando retirement community, checklists for the entire move process, help and recommendations in what assisted living communities may be right for you, guidance in finding the right professionals (like attorneys, guardians, probate specialists) and other necessary vendors like estate auctions, movers, and plenty more.


Most importantly, we are trained to do far more than just refer you to these other providers. Instead, we serve as the hub of your entire move, managing everyone involved from start to finish.

Our primary goal is to be your advocate and partner and help a senior through this late-in-life move with dignity and the least amount of hassle possible.


For information and a chat concerning your unique situation, contact us for more information.



Thursday, May 29, 2014

Orlando Senior Living Review: Atria at Lake Forest

by Michele Moon

A coupe of weeks ago my partner Lisa D'Aloise and I had the opportunity to spend some time at and get to know the residents and staff at Atria at Lake Forest in Sanford, Florida, a beautiful assisted living facility in Central Florida near Orlando.

We were on hand to take part in a benefit event for the Alzheimer's and Dementia Resource Center and also walked about and surveyed the surroundings and how residents and staff spent their time together.



With more than 200 monthly events, residents have many opportunities to stay active, both on the eight-acre campus that's surrounded by oak trees, and by taking part in off-campus activities and trips throughout the local area.


The many apartments at Atria at Lake Forest come in a variety of floor plans and include studio, one, or two-bedroom designs and meet the needs of most all seniors - whether they are engaged in an active, retirement lifestyle with an independent living flair or need more support in the form of assisted living options.

What's especially ideal in the assisted living environment is that such care is provided very discreetly, enabling the senior to maintain a sense of dignity and independence.


This Orlando senior housing community also offers more hands-on, memory care assistance in a neighborhood established specifically for Alzheimer's and dementia care residents.

The amenities provided by Atria at Lake Forest are, of course, numerous and designed to engage the interest level of a wide variety of residents. The walking paths across the community are nicely designed, and residents can enjoy everything from a fitness and wellness center to a computer center, or opt to enjoy video games, community gardens, a library, theater, cocktail hour, and other social activities like taking part in the well-known "Red Hat Society."



Other benefits of life at Atria at Lake Forest include:

A full-time events director
All utilities provided, except phone
An emergency call system in every apartment
Assistance with activities of daily living
Concierge
Delicious meals served restaurant-style daily
Emergency call pendants/wristbands
Housekeeping and linen services
Individually controlled heating and air
Laundry services
Medication assistance
On-site physical therapy provider
Scheduled local transportation



As Certified Senior Housing Professionals (Orlando and Oviedo real estate agents who specialize in helping seniors throughout a move process) Lisa D'Aloise and I - Michele Moon - of the Estate Conversions Team of Keller Williams Realty are well-prepared and ready to help a senior or their family caregivers navigate the complexities of a late-in-life move or the sale of a long-held family home.

Whether you are residents of the Orlando area already or contemplating a move to Central Florida, we hope you'll contact us and allow us to share some of the many things we've learned in how to make a late-in-life move much easier and hassle-free.



HURRY IN TO SEE THIS GREAT HOUSE IN POPULAR ALAFAYA WOODS! The floor plan features a formal dining rm, eat in kitchen, and a large living rm with cathedral ceilings. The back yard is fully fenced and the home has a new A/C 2014 and newer roof. The home is located close to the neighborhood park which has a full basketball court, tennis court and a large playground.




Sunday, May 11, 2014

Wine Pull & Cocktail Party to Benefit the Central Florida Alzheimer's and Dementia Resource Center

by Lisa D'Aloise

A great time and great wine for a great cause. We at the Estate Conversions Team invite you to join us in the mingle at the Atria at Lake Forest in Sanford to benefit the Alzheimer's and Dementia Resource Center.

If Alzheimer's has touched someone you care about or simply if you'd love to enjoy some vino for a fantastic cause, come join us!

This Wednesday, May 14 







5 Bedrooms, 5 Bathrooms: Come see this custom built home with all the "I Wants" in this exclusive Arrowhead neighborhood in Tuscawilla. The main living areas offer lovely views of the golf course from its vantage point on the 9th tee of the Tuscawilla golf course. This energy efficient home offers foam insulation in the blocks, and a 14 seer a/c system.



Friday, April 18, 2014

Orlando Adults and Long Term Care Insurance Information

by Michele Moon

Central Florida baby boomers – those between the ages of 49 and 67 – and even older, senior adults, face the question of whether or not to purchase a long term care insurance policy.

Less than 20% of older adults have such a policy, a number that means many older people in Florida could spend long years living in less-than-ideal situations.


A very real possibility is that those without long term care insurance could be forced to spend down all of their assets before qualifying for Medicare. According to the National Clearinghouse for Long-Term Care Information, about 70% of people over age 65 require some type of long-term care in their lifetime.

That means your house, savings, and all assets liquidated in order to pay for any assisted housing needs that may arise.

Here are some basic facts that explain long term care insurance. I thought the infographics do a fine job of explaining more numbers:


And here's another


If you're an Orlando-area adult 55+ or the family caregiver of an older senior adult, Lisa and I - The Estate Conversions Team - are specifically trained as Certified Senior Housing Professionals. That means we do far more than simply help people buy or sell a house in Orlando. Feel free to contact us anytime for information and advice on preparing for your future as it pertains to real estate, senior housing, and any other issues that involve a late-in-life move for those 55+. 

If we don't know the answer or can't help specifically, we'll refer you to other resources, organizations, or professionals who can be of service. Find us here or fill out the form to the right of this page.

Our Featured Orlando Condo for Sale





Monday, March 24, 2014

Baby Boomer and Senior Citizen Discounts (55+) in Orlando, Florida

by Michele Moon

From haircuts, to restaurants, to retail stores, to travel and groceries, baby boomers and seniors in the Orlando area and across central Florida can take advantage of a wide variety of discounts available to those 55+.

Of course, eligible ages vary from store to store, and while some request that you be 60+ or more, many are happy to share some love with the 55+ set.


But remember, you always have to ask for the discount, so don't be shy! In fact, it may be a good policy for Orlando seniors, boomers, or caregiver families to ask about discounts anywhere and everywhere you spend money.

Below is a list of NATIONAL businesses that share discounts for seniors. These may have changed over time or - in some instances - no longer be valid, but I hope it'll serve as a starting place to help you save some dollars here and there.



While these are national chains and businesses, I'd love to compile a list of independent, local, mom and pop businesses in the Orlando area that provide similar savings.

If your business does, or if you are aware of such a business with senior discounts in Central Florida, please email me the information here. And thank you!


RESTAURANTS:

Applebee’s: 15% off with Golden Apple Card (60+)
Arby’s: 10% off (55+)
Ben & Jerry’s: 10% off (60+)
Bennigan’s: discount varies by location (60+)
Bob’s Big Boy: discount varies by location (60+)
Boston Market: 10% off (65+)
Burger King: 10% off (60+)
Chick-Fil-A: 10% off or free small drink or coffee (55+)
Chili’s: 10% off (55+)
CiCi’s Pizza: 10% off (60+)
Denny’s: 10% off, 20% off for AARP members (55+)
Dunkin’ Donuts: 10% off or free coffee (55+)
Einstein’s Bagels: 10% off baker’s dozen of bagels (60+)
Fuddrucker’s: 10% off any senior platter (55+)
Gatti’s Pizza: 10% off (60+)
Golden Corral: 10% off (60+)
Hardee’s: $0.33 beverages everyday (65+)
IHOP: 10% off (55+)
Jack in the Box: up to 20% off (55+)
KFC: free small drink with any meal (55+)
Krispy Kreme: 10% off (50+)
Long John Silver’s: various discounts at locations (55+)
McDonald’s: discounts on coffee everyday (55+)
Mrs. Fields: 10% off at participating locations (60+)
Shoney’s: 10% off Sonic: 10% off or free beverage (60+)
Steak ‘n Shake: 10% off every Monday & Tuesday (50+)
Subway: 10% off (60+)
Sweet Tomatoes: 10% off (62+)
Taco Bell: 5% off; free beverages for seniors (65+)
TCBY: 10% off (55+)
Tea Room Cafe: 10% off (50+)
Village Inn: 10% off (60+)
Waffle House: 10% off every Monday (60+)
Wendy’s: 10% off (55+)
White Castle: 10% off (62+)


RETAIL & APPAREL:

Banana Republic: 10% off (50+)
Bealls: 20% off first Tuesday of each month (50+)
Belk’s: 15% off first Tuesday of every month (55+)
Big Lots: 10% off
Bon-Ton Department Stores: 15% off on senior discount days (55+)
C.J. Banks: 10% off every Wednesday (60+)
Clarks: 10% off (62+)
Dress Barn: 10% off (55+)
Goodwill: 10% off one day a week (date varies by location)
Hallmark: 10% off one day a week (date varies by location)
Kmart: 20% off (50+)
Kohl’s: 15% off (60+)
Modell’s Sporting Goods: 10% off
Rite Aid: 10% off on Tuesdays & 10% off prescriptions
Ross Stores: 10% off every Tuesday (55+)
The Salvation Army Thrift Stores: up to 50% off (55+)
Stein Mart: 20% off red dot/clearance items first Monday of every month (55+)

By Maurice07 (Own work) [CC-BY-SA-3.0 (http://creativecommons.org/licenses/by-sa/3.0)], via Wikimedia Commons


GROCERY:

Albertson’s: 10% off first Wednesday of each month (55+)
American Discount Stores: 10% off every Monday (50+)
Compare Foods Supermarket: 10% off every Wednesday (60+)
DeCicco Family Markets: 5% off every Wednesday (60+)
Food Lion: 6% off every Monday (60+)
Fry’s Supermarket: free Fry’s VIP Club Membership & 10% off every Monday (55+)
Great Valu Food Store: 5% off every Tuesday (60+)
Gristedes Supermarket: 10% off every Tuesday (60+)
Harris Teeter: 5% off every Tuesday (60+)
Hy-Vee: 5% off one day a week (date varies by location)
Kroger: 10% off (date varies by location)
Morton Williams Supermarket: 5% off every Tuesday (60+)
The Plant Shed: 10% off every Tuesday (50+)
Publix: 5% off every Wednesday (55+)
Rogers Marketplace: 5% off every Thursday (60+)
Uncle Guiseppe’s Marketplace: 5% off (62+)

TRAVEL:

Alaska Airlines: 10% off (65+)
American Airlines: various discounts for 65 and up (call before booking for discount)
Continental Airlines: no initiation fee for Continental Presidents Club & special fares for select destinations
Southwest Airlines: various discounts for ages 65 and up (call before booking for discount)
United Airlines: various discounts for ages 65 and up (call before booking for discount)
U.S. Airways: various discounts for ages 65 and up (call before booking for discount)
Amtrak: 15% off (62+)
Greyhound: 5% off (62+)
Trailways Transportation System: various discounts for ages 50+
Car Rental:Alamo Car Rental: up to 25% off for AARP members
Avis: up to 25% off for AARP members Best Western: 10% off (55+)
Budget Rental Cars: 10% off; up to 20% off for AARP members (50+)
Dollar Rent-A-Car: 10% off (50+)
Enterprise Rent-A-Car: 5% off for AARP members
Hertz: up to 25% off for AARP members
National Rent-A-Car: up to 30% off for AARP members
Cambria Suites: 20%-30% off (60+)
Clarion Motels: 20%-30% off (60+)
Comfort Inn: 20%-30% off (60+)
Comfort Suites: 20%-30% off (60+)
Econo Lodge: 20%-30% off (60+)
Hampton Inns & Suites: 10% off when booked 72 hours in advance
Holiday Inn: 10%-30% off depending on location (62+)
Hyatt Hotels: 25%-50% off (62+)
InterContinental Hotels Group: various discounts at all hotels (65+)
Mainstay Suites: 10% off with Mature Traveler’s Discount (50+); 20%-30% off (60+)
Marriott Hotels: 15% off (62+)
Motel 6: 10% off (60+)
Myrtle Beach Resort: 10% off (55+)
Quality Inn: 20%-30% off (60+)
Rodeway Inn: 20%-30% off (60+)
Sleep Inn: 20%-30% off (60+)



ACTIVITIES & ENTERTAINMENT:

AMC Theaters: up to 30% off (55+)
Bally Total Fitness: up to $100 off memberships (62+)
Busch Gardens Tampa, FL: $3 off one-day tickets (50+)
Carmike Cinemas: 35% off (65+)
Cinemark/Century Theaters: up to 35% off
U.S. National Parks: $10 lifetime pass; 50% off additional services including camping (62+)
Regal Cinemas: 30% off Ripley’s Believe it or Not: @ off one-day ticket (55+)
SeaWorld Orlando, FL: $3 off one-day tickets (50+)

CELL PHONE DISCOUNTS:

AT&T: Special Senior Nation 200 Plan $29.99/month (65+)
Jitterbug: $10/month cell phone service (50+)
Verizon Wireless: Verizon Nationwide 65 Plus Plan $29.99/month (65+)

MISCELLANEOUS:

Great Clips: $3 off hair cuts (60+)
Super Cuts: $2 off haircuts (60+)




Hurry in to see this immaculate home in desirable Twin Rivers. This home has been lovingly maintained by the original owner. Downstairs you'll find a large family room that opens onto the screened pool and a nice kitchen with silestone counter tops, walk-in pantry and eating area. The formal dining room and living room are also nice sized and the master is located downstairs as well. The upstairs features a loft area that is perfect for a desk, three good size bedrooms and a full bath. Recent updates include the exterior painted in 2012, pool screen in 2013, both A/C units in 2009 and some interior painted in 2014. The property is beautiful and is just over a quarter acre. 

Sunday, February 2, 2014

Lisa D’Aloise and Michele Moon are Recognized for Expertise in Senior Housing and Late-in-Life Transitions

Oviedo, FL, January 31, 2014 --(PR.com)-- Prestigious Real Estate and Senior Housing Certification Reflects Knowledge of Distinct Market and Passionate Commitment to Service


Having recently completed a rigorous two-day curriculum, Lisa D’Aloise Real Estate Consultant and Michele Moon Senior Move Coach with the Estate Conversions Team at Keller Williams Advantage Realty have achieved the prestigious Certified Senior Housing Professional (CSHP) designation from the Seniors Real Estate Institute.

Awarded only to a select number of real estate professionals in any market, the CSHP designation equips senior housing professionals to serve the distinct needs of seniors and their families with an unsurpassed level of compassion, expertise and connectedness.



Demographic shifts and improvements in life expectancy have given rise to senior housing options that far exceed those of previous decades. CSHPs are not only in touch with the full range of options within their communities, they have the specific skills needed to help seniors to get where they want to go – unraveling the complexities involved in downsizing and selling a family home.

“Despite the fact that seniors are the fastest growing segment of the population, this segment of the market remains largely underserved,” noted Nikki Buckelew, Founder and President of the Seniors Real Estate Institute.

Buckelew, who has a graduate degree in gerontology, pointed to the fact that 10,000 Baby Boomers will turn 60 every day for the next 18 years. At the other end of the senior spectrum, the 90-plus segment of the population nearly tripled over the past three decades, and is expected to quadruple over the next 40 years.

“Professionals such as Lisa and Michele have a clear vision of how the real estate market is evolving,” Buckelew added. “As such, they have sought out the training, the resources, and the access to trusted experts within the Orlando market, in order to serve senior clients and their families at a high level.”

“This expertise, combined with a passion to ensure the dignity of elderly clients, is not just a benefit to seniors and their families,” Buckelew emphasized. “It’s a profound asset to the entire community.”

For more information on the Seniors Real Estate Institute or the Certified Senior Housing Professional Designation, visit seniorsrealestateinstitute.com

Contact Information

Lisa D'Aloise
407-234-5074

Contact
www.estateconversions.com/