News & Resources: Case Studies

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

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 […]

Read More

Case Study: Crisis Management

When Paul reached out to the team at Scott Bloom Law, he and his family were in the midst of a crisis, as his father George had come down with pneumonia severe enough to require hospitalization. Unfortunately, the family did not have a plan in place for this contingency and were left with important medical […]

Read More

Case Study: Medicaid Planning

When Martin reached out to the team at Scott Bloom Law, he was concerned about his mother’s Medicaid status after she unexpectedly inherited a large sum of money from her recently deceased aunt. His mother, Mary, had been on Medicaid and homebound for years and Martin, her oldest child and agent via a Power of […]

Read More

Case Study: Young Adult Dependent Program

After her son graduated high school and before he left for college, Beth began to worry about things, as all mothers do. What would happen if her son, Sean, had an accident while away at school? What if he came down with an illness that required hospitalization? How would she and her husband be able […]

Read More

Case Study: Special Needs Estate Planning

In “blended families,” children from a prior relationship live and are often being raised by a newly married couple, and sometimes with the children of that couple as well. Although this situation can be very beneficial for all of the family members and can create a positive and nurturing environment, this type of family structure […]

Read More

Scott Bloom Law Estate Planning Diagram

Case Study: Estate Administration

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 […]

Read More

Case Study: Life Care Planning

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 […]

Read More

Case Study: The Young Adult Dependent Program

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 […]

Read More

Case Study: Crisis Management

When Joan reached out to the team at Scott Bloom Law, she and her family were dealing with a crisis not uncommon amongst many families. About a decade ago, her mother, Maureen, had remarried and a few years after, Maureen and her new stepfather, David, moved in with Joan. Though things were good and cordial […]

Read More

Case Study: Estate Planning

When John and Carol reached out to Scott Bloom Law, they knew that changes had to be made in regards to the living arrangements of their mother, Diane. Living alone, Diane had begun to show signs that many children recognize when their parents are no longer able to take care of themselves. Forgetting to pay […]

Read More

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