Different Plans For Different Needs
Because each family’s needs are unique, SRC has recognized three different levels of planning to address a wide range of complex issues. Each level offers strategies that take the age, health and potential for disability or mortality of an individual or couple into account:
Not Sure Which Plan is Right for You and Your Family?
Read the following three questions and determine which one best captures your family's needs. Oftentimes needs change during the planning process and the plans will have some overlap.
Are you and your loved one in good health...
…but would like to plan for your senior years as well as preserve your Estate for you and your family?
Are you or your loved one facing health care issues...
…that are causing concerns about ongoing care needs, the costs of care, as well as elder legal issues?
Is your loved one in a hospital...
…rehabilitation center or nursing facility, or about to enter one?