An All-Inclusive Approach to Long Term Care and Estate Planning

The value of convenient, all-inclusive guidance for families is what defines SRC’s comprehensive approach to planning. We offer an initial no-cost consultation and once retained, work on a one time, flat fee basis. We also recognize that the best way to protect assets and optimize care dollars is to fully explore all available care options and choose community care alternatives whenever possible.

Medicaid and Long-Term Planning

• Protecting assets
• Optimizing care dollars and resources
• Allocation of assets for maximum protection from nursing home and long term care costs
• Long Term Care Insurance Guidance
• Medicaid application and appeals process
• Veteran's Benefits
• Annuity Strategies**

Estate Planning*

• Probate avoidance
• Powers of attorney
• Health care proxies/living wills
• Wills
• Family trusts
• Trusts for special needs family members
• Trustees and guardians for minor children
• Deeds with life estates or realty trusts
• Financial and long term care
• Insurance guidance
• Asset preservation
• Guardianships

Care Coordination

• Community and facility elder care options and services
• Emergency evaluation of needs in crisis situations
• Elder housing options, including senior housing, assisted living, rest homes and nursing homes

Collaboration is integral to successful planning, as regular team meetings keep our professional staff updated on the status of our more fragile senior clients. In addition to our team of National Academy of Elder Law (NAELA) Attorneys*, Certified Financial Planners** and Nurse Case Managers, we are proud to have the support staff and information systems critical to delivering our unique services and guidance.