Making Your Last Wishes Matter: A Life Care Plan Case Study

Published: November 9, 2021

When Margaret and Howard reached out to our team, Margaret had recently been diagnosed with inoperable, terminal cancer and the doctors explained that with her condition, she was looking at about 6 months to live. Married for 30 years, Margaret and Howard faced this crushing news and had many questions regarding her end-of-life care and what would happen to Howard upon her passing. As elder law attorneys, we often receive these types of calls and pride ourselves in offering not only legal but emotional support in these situations.

When Margaret and Howard called our office, they wanted to talk about the inevitable and how to plan for that, and what the next steps would be. After a lengthy and emotional consultation. Margaret was able to articulate her wishes and Howard was able to understand, a little better, how he was going to need to manage their affairs upon her passing. Together, we were able to create a plan for his future after Margaret passed. While establishing a plan was important and necessary for them, it obviously didn’t make the grief any less severe. They were, however, able to find some solace in the fact that a plan was in place for Margaret’s end-of-life care and for Howard’s affairs for when she was gone. Establishing this plan now, and expressing their wishes and desires, allowed them to alleviate some of the stress during these trying times.

At Scott Bloom Law, we are a team of advocates who care, always fighting for what is 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 painless as possible. Visit us at or call 215-364-1111, to talk to find out more.

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

Schedule Your Free Consultation

At Scott Bloom Law, we strive to provide excellent client service and will contact you as soon as possible. Send us an email, or call us to speak to someone directly.

CLIENT Testimonial

This question is asked all the time: “Wouldn't it be easier to get a will off the internet, transfer my land when I die, and put my children on my bank account?” It’s just not a good idea. For the plan to work as you would want it to, it should account for plenty of complications. A good plan should protect your spouse and your children from the loss of valuable government benefits if anybody is or becomes disabled. The plan should avoid the delay and expense of probate court. The plan should protect money from children’s creditors or divorce or remarriage. It should be crafted to serve family harmony and to avoid disputes between children as joint owners. Even a relatively simple situation is made up of many moving parts. Internet documents and joint-ownership devices just won’t do the job.

Also, assembling the moving parts so they work smoothly is just the first step. Your estate plan needs maintenance too, just like your car has a “check engine” light. Major family events like serious illness or death, marriage, birth, or financial reversals are alerts that you should tune up your plan to reflect those changes. Your plan shouldn’t be “one and done.”

It takes expertise to coordinate the various strategies available. Don’t risk a result that will cause your family problems and unnecessary expense. Call us to create a plan that harmonizes the moving parts, so the gears will work together and you will leave the legacy you intended. We hope you found this article helpful. If you have questions or would like to discuss your legal matters, please do not hesitate to contact our office at 215-364-1111 to schedule a consultation.

- Creating an Estate Plan On Your Own: Think Twice