Helping a Surviving Spouse Protect Their Financial Future

Estate Administration

Case Study

The Challenge

Securing the Future as a Surviving Spouse
When Bill came to us after his wife died, his situation looked like this:

  • His wife passed away without a will (intestate)
  • His wife had three biological children from a previous relationship
  • Their family home was valued at $250,000
  • Under Georgia intestate succession laws, he was entitled to only one-third of the home’s value

Our Solution

Working with Bill we were able to create a tailored strategy using our firm’s HELPS approach.

Humble: We listened carefully to Bill’s concerns, recognizing each family’s situation is unique and requires personalized attention rather than a one-size-fits-all solution.

Empathetic: Understanding the emotional weight of losing a spouse while facing financial uncertainty, we provided compassionate guidance throughout the probate process.

Little Details: We meticulously examined Georgia probate law, identifying specialized provisions that many might overlook but would significantly benefit Bill.

Proactive: Rather than simply following standard intestate procedures, we developed a strategic approach combining multiple legal tools:

  1. Filing a petition for year’s support, a special provision in Georgia law
  2. Simultaneously pursuing letters of administration
  3. Structuring a coordinated distribution strategy protecting Bill’s interests

Self-Development: Our team’s commitment to continuous legal education and mastery of Georgia probate law enabled us to identify these strategic options and implement them effectively.

The Outcome

  • Instead of receiving only $83,333 (one-third of the home’s value), Bill received $166,666 (approximately 67% of the home’s value)
  • This was achieved through a strategic combination of year’s support (securing 50%) and an additional one-third of the remaining distribution
  • The process was completed efficiently, minimizing stress during an already difficult time
  • All family members received clear, transparent communication throughout

How We Can Help You

This case exemplifies our mission in action. When families face the complexity of probate without proper planning, our team steps in to:

  • Protect surviving spouses from financial hardship
  • Navigate complex legal processes with expertise and compassion
  • Find creative solutions others might miss
  • Preserve family harmony through transparent communication
  • Secure the financial future your loved one would have wanted for you

If you’re facing the loss of a loved one without a will, don’t navigate this challenging journey alone. Our team is dedicated to HELPING families protect everyone and everything they love, even when prior planning hasn’t been put in place.

Contact us today to learn how our HELPS approach can make a meaningful difference for your family.

Testimonials

What our clients say about us

Robert M. Goldberg & Associates helped me navigate my mother’s stroke care, my father’s estate planning, and later, settling his estate after his passing. Their knowledge, guidance, and support carried me through incredibly difficult times. I would have been lost without them. If you need an elder lawyer, you won’t find a more skilled or compassionate team than Robert Goldberg and his associates.

Valerie’s full testimonial

Valerie Chappell

Becky

After two years of dealing with a “Veterans Advocate Group” and getting nowhere navigating the VA process, a friend referred us to Goldberg & Associates. Our father is 88 years old, with leukemia, and his beloved wife is in memory care. Their finances were quickly diminishing with the cost of her care. Within just a few months, Bob and his associate, Morgan, had my father’s claim resolved. My parents now have resources to help them through these very difficult times. Our heartfelt gratitude to Bob and Morgan for taking the stress off our family.

Becky M.

diane weaver

Awesome, awesome, awesome. In every facet of their company! They don’t leave a stone unturned.

Diane W.