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 scottbloomlaw.com or call 215-364-1111, to talk to find out more.

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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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Scott Bloom pays attention to details .. he's very caring and helpful for the client!! .. Knowledge 100% +
- Tony E., Southhampton, Pennsylvania

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