Getting Ready

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Whether or not you are moving across town, or across the country, planning is the key to a successful relocation. Use the Planners And Moving Checklists to help you remember the details before moving day.

Housing

The decision to sell or rent your house is usually determined by factors such as market conditions, need for capital to reinvest and housing availability at the new location.

If you plan to sell your home, consider the time, cost and federal income tax implications of major or minor repairs. The expenses incurred in getting the house ready for the market may or may not enter into calculations of gains or losses on the sale of the home; you may wish to consult with your tax accountant on your individual situation.

In a sluggish economy, it may be necessary to place your home on the market earlier than usual. If the home is not sold before your departure and will become vacant, contact your insurance company. Most homeowners policies have vacancy restrictions. You may be able to arrange for a “fire and extended coverage” policy to insure the property while it is vacant.

Most people still use a licensed real estate agent to help them with buying or selling a home. These professionals can help you navigate through the many details associated with a real estate transaction. You can find an agent through real estate agent Web sites, for sale signs in your neighborhood and recommendations from friends and colleagues.

The financial institution with which you have a mortgage loan or your bank accounts may be able to refer you to a preferred real estate agent. Many agents are part of a real estate broker network that can introduce you to other licensed real estate agents generally anywhere in the U.S.

If your move is associated with a corporate transfer, your employer may offer the services of a relocation services company who will assign an agent to assist you with selling your current home or finding a new one.

Whatever the source of the recommendation, it is important that you interview the agent and become comfortable with the agent’s knowledge, expertise and style before making any commitments to work exclusively with that agent.

Researching Your New Community

To learn more about your new community, order a local newspaper and contact the local chamber of commerce. They can give you information on housing, schools and other community services.

Obtaining a "Welcome Kit" from a local real estate agent is another way to orient yourself to the new community. In addition to useful maps and information about schools, recreation, shopping and community services, you will probably find a list of phone numbers for utility companies. Place your calls as soon as you know where and when you will need such services.

Many communities have Web sites that introduce the location’s amenities and provide links to more specific information.

Consider Your Spouse

If your spouse also has a career that will be interrupted by the move, be sure to consider the following.
  • Take advantage of employment assistance programs which may be available.
  • Coordinate a job search with house-hunting trips so that a percentage of the expenses may be used as a federal income tax deduction.
  • Inquire about upcoming job fairs.

Talk With Your Children*

Inform your children as soon as possible about your move so they can adjust to the upcoming change.
  • Explain why the move is necessary. Be clear and straightforward.
  • Share as much information about the new location as you can find — books, maps, articles, photographs, local newspapers and community Web sites.
  • Accept and listen to your child’s fears and concerns; address them directly.
  • Describe the advantages of the new location, such as a lake, amusement park, mountain, sports team or school.
  • If your child is a senior in high school, consider letting him stay with a trusted family until the school year ends.

Soon after your move, help your children acclimate to their new community by getting involved in local groups and activities, such as a place of worship, the PTA, Little League, Scouts and community organizations.

*Taken in part from Facts for Families, "Children and Family Moves," American Academy of Child & Adolescent Psychiatry.

Household Storage

Once you know the approximate size of your future home and the estimated move-in date, you will be able to judge whether or not you will have to store household goods and, if so, for how long.

If you have to store some belongings, begin to separate those items early in the packing process. Identify the items on the outside of the boxes to assist you when it is time to retrieve those goods.


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