SRC* takes an all-inclusive, holistic approach to maintaining each client's dignity and quality of life. With the guidance of nurse case management, certified financial planning and elder law overview, each client's care needs, financial asset protection and legal issues are addressed and resolved. |
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“They don’t care what you know until they know that you care”… an old saying not attributed from anyone in particular, but all service based businesses need to care for their clients as if they were their own family.
At SRC, Inc. we CARE. We care that Mom or Dad (and sometimes both) are sick and the family needs help caring for them. We CARE that everyone in the family has a different idea on how best to act. We CARE that “time is of the essence” and that the family is in crises. As a bonus we actually DO KNOW that professional care and legal and financial guidance is needed and how to access it, pay for it, maintain dignity, help solve family dynamics and preserve a loved ones assets that they have worked their whole lives for. Call us at (617) 472-6600 for an initial no cost consultation.
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Situation: 85 year old single woman, no adult children, has been living in an assisted living community for 3 years due to cognitive decline, COPD, and mobility issues. Recent fall, fractured hip requiring hospitalization and rehabilitation with a designated discharge date forthcoming. Will need 24/7 skilled nursing home placement directly from rehab. Client's sister, power of attorney (POA) and health care proxy (HCP) lives in upper Maine 3 hours away.
Assets:
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Bank: $12,000
- IRA: $76,000
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3 Mutual Funds: $46,000
- Condo (Currently Rented): $370,000
- Treasury Bonds: $42,000
- Life Insurance: $25,000 ($20,000 cash value)
- Social Security and Pension (monthly income): $3,800
Recommendations and Action Items: SRC case manager work with HCP sister to help select an available skilled nursing facility ASAP. Devise a financial plan to pay for the nursing home via a combination of medicare, private pay, and Masshealth-Medicaid. Guidance on all appropriate and available legal spend downs including funeral and burial, liquidate IRA, mutual funds, life insurance, treasury bonds, and temporarily collect rents while preparing condo for sale.
SRC benefits coordinator work with sister POA to obtain all Masshealth verification and documents (including five years bank records) in preparation of any Masshealth long term care application and any use of the state pooled trust if utilized. C0ntinuous care advocacy and oversight by SRC nurse case manager, throughout client's remaining lifetime.
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"The Story" by Brandi Carlile
"The Story" starts with "all of these lines across my face tell you the story of who I am..." Come in to SRC and tell us your story or your parents story. Perhaps we can be a part of the final chapters.
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Where's Ron?
Coming to a Computer Near You...
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HEALTH CARE PROFESSIONALS:
Get your Continuing Education Units (CEU’s) with Nurse/Attorney Ron Kearns remotely via Zoom conferencing.
Check out who Ron is presenting for next:
If you are a health care organization or have questions on MassHealth, home care options for seniors or estate planning in general, you can schedule a remote Zoom conference for you and your members. Contact us at info@helpingelders.com or call us at (617)-472-6600.
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Senior Resource Center, Inc.
Phone: (617)-472-6600
Locations:
50 Quincy Avenue, Quincy, MA 02169
10 Liberty Street, Liberty Square, Danvers, MA 01923
945 Concord Street, Suite 131, Framingham, MA 01701
1436 Route# 132, Hyannis, MA 02601
545 Concord Avenue, Suite 104, Cambridge, MA 02138
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