Case Study: Life Care Planning

Published: June 16, 2021

When Terry reached out to Scott Bloom Law, his wife of 40 years, Marilyn, had recently suffered a stroke that left her physically and mentally incapacitated. Though Terry and Marilyn had discussed various scenarios that could arise as they grew older and their health worsened, they never established a concrete plan for steps to be taken when one or both of them were incapacitated. Terry’s main priorities were to determine where she could live that would medically and financially make the most sense and how to avoid spending all of their savings where they would have nothing left to leave for their children.

Terry understood that once released from the hospital, Marilyn wouldn’t be going home again and life, as they had known it, was going to be very different. Terry knew his wife would have to enter a rehab facility but had no idea what would happen next, leaving him worried and confused. After having an initial meeting with Terry, we provided clear and personalized guidance on what his options were and how to effectively implement them. Simply discussing the home care vs. facility placement options left him feeling overwhelmed. With Marilyn not yet eligible for Medicaid, Terry understood that his best option was to pay privately for her care until she qualified.

Terry retained our firm’s services and we developed a plan where he would pay out-of-pocket for a long-term care facility for Marilyn. In the meantime, we developed a thorough and strategic Medicaid plan for when Marilyn qualified. Our plan protected Terry from expending all of the couple’s assets on long-term care and ensured that they would have something to pass along to their children. While having a plan in place before a crisis arises is always our recommendation, we were able to help Terry find a reasonable solution and develop a plan for moving forward.

At Scott Bloom Law, we have the experience and breadth of knowledge necessary to understand and advise on all aspects of eldercare issues. With compassion, honesty, and attention to detail, the team at Scott Bloom Law will be there every step of the way for you and your family, providing a plan and offering guidance through the elder law legal process. Contact us today for a free consultation.

CLIENT Testimonial

Together, Melanie and Scott will meet all you needs to perfection! Great Law office!
- Lori I., Fallsington, Pennsylvania

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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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