News & Resources: Blog: Case Studies

News & Resources: Case Studies

Case Study: Life Care Planning

Joseph and Marie had been happily married for 52 years, raised a family, and were enjoying their retirement years when health issues began to surface. Marie was the first to exhibit health concerns and was diagnosed with dementia, leaving her unable to effectively communicate with Joseph and her three children. Shortly thereafter, Joseph began showing […]

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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

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