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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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.
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