A Multidisciplinary, Seamless Approach

SRC’s multidisciplinary professional staff of National Academy of Elder Law (NAELA) Attorneys*, Certified Financial Planners** and Nurse Case Managers, along with our support staff, work together in the ongoing process of planning. Our team approach ensures the seamless planning that referring professionals value as they advise their often fragile senior clients to contact us. We offer an initial no-cost consultation and once retained, work on a one time, flat fee basis. We work with you to help maintain a senior’s independence and dignity, while advising families on how to optimize care dollars in the best care setting possible.

Our Services Include:

Medicaid and Long-Term Planning

• Medicaid application and appeals process
• Optimizing care dollars and resources
• Allocation of assets for maximum
• Protection from nursing home and long term care costs
• Long-Term Care Insurance Guidance
• 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 Guidance

• Review care options in the community, especially during transitional phases of care needs (home, senior housing, assisted living)
• Assist families with decisions regarding hospital transfers to nursing care facilities
• Emergency evaluation of needs in crisis situations (imminent nursing home placement)