Case Study: The Young Adult Dependent Program

Published: June 8, 2021

When Bob reached out to us, he was in the middle of experiencing one of life’s greatest milestones. His daughter Jane, 19 years old and a recent high school graduate, was spending the summer preparing to leave for college. While wondering where all the time had gone, he was undoubtedly excited that his daughter was moving on to the next chapter of her life. Amidst the excitement, he couldn’t help but find himself wondering what the outside world had in store for his daughter and now, that she was legally an adult, if he had prepared her properly for life not under his roof. Jane was still dependent on her parents financially and he fretted over the what-ifs of life and how she would be cared for if a crisis arose. 

When Bob called our offices to discuss the situation with us, we immediately informed him that since Jane was now an adult in the eyes of the law, it would be her that we needed to consult with. Jane had options that for the first time in her life were, at least legally speaking, all hers. Jane scheduled a consultation with our team and we walked her through her options, being sure to educate her on the practical benefits of each. Jane thought through the options we presented and, after careful consideration, came back with some more detailed questions and her own opinions. Jane quickly realized that having a plan in place would allow her and her parents to have peace of mind. 

Jane ultimately knew that she wanted to be sure that her parents had the legal capacity to make the necessary financial and health-related decisions if she were unable to do so on her own. Jane retained our team and we created the appropriate documents based on her wishes. While our team often works with the elderly and their families, it was rewarding to help a young adult in being proactive with their future. Educating Jane on the many options available to her and offering her our best advice allowed her to make decisions that will only benefit her in the future.

The team at Scott Bloom Law is pleased to introduce our Young Adult Dependent Program, specifically developed to help you as you enter legal adulthood. Being prepared for any crises that may arise as you enter adulthood allows for peace of mind for you and your family. Having the proper paperwork in place now can help you avoid undue stress in the future should an unexpected crisis arise. Contact the team at Scott Bloom Law to schedule a free consultation and to find out how we can help you make the most of your independence.

CLIENT Testimonial

Scott Bloom Law Estate Planning Diagram

Sometimes after a loved one passes away, the family learns of things they were unaware of while the loved one was living. This was the case for one of our clients, Sam, after his father Tom Jr. passed away. Sam was always under the impression that the home he had grown up in, and that his father had lived in until his death, was owned by Tom Jr. To say it came as a surprise that it was indeed Sam’s grandfather, Tom Sr., who was the actual owner of the home, is an understatement. 

Apparently, when Tom Sr. had passed away nearly 40 years ago, there was no proper estate plan established. Now, Sam would need to open his grandfather’s estate, resolve tax issues that were never addressed, and then go through the legal process to make the home a part of his father’s estate. At first, Sam believed that the entire process would be easy enough for him to handle on his own. However, after digging a little deeper, he quickly realized he would need the help of a knowledgeable and experienced attorney.

Sam reached out to Scott Bloom Law and we developed a game plan for moving forward. We began by probating Tom Jr.’s will and, after some time, we were able to settle the estates of both Tom Sr. and Tom Jr. While it was no fault of Sam, this is a great example of the importance of having an Estate Plan in place. No one wants to leave their families in precarious situations after they pass. The long-term purpose of setting up an Estate Plan today is to preserve as much of your wealth as possible for the intended beneficiaries and retaining a capable attorney can help ensure all of your wishes are met.

At Scott Bloom Law, we are a team of advocates who care, always fighting for what’s best for our clients and their families. With knowledge, experience, and compassion, we strive to find solutions that make the aging process as emotionally and financially easy as possible. Visit us at scottbloomlaw.com or call 215-364-1111, to talk to find out more.

- Case Study: Estate Administration

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CLIENT Testimonial

Scott explained estate planning very thoroughly and in terms we could understand. He let us know our options and we feel that he is very knowledgeable, professional and also a compassionate person. We recommend Scott to our family and friends!
- Fred T., Willow Grove, Pennsylvania