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

I have nothing but a grateful heart for this law firm and its staff. Mr. Goldberg helped me with a trust as I was in the process of caring for and losing my loved one…he was informative, caring, and compassionate as was Jessica, who helped me so much with the practical issues that I was having trouble understanding in the fog of anticipatory grief… Mr. Goldberg only updated what needed to be updated and charged a very reasonable fee.

Fran Abernathy

We needed assistance in determining how best to prepare for elderly parents and their care. The Goldberg team was most helpful in setting up a trust and providing legal options. The team was prompt and professional in every aspect and fully met our needs. My wife and I used Robert M. Goldberg & Associates for my Mother-in-law’s needs as well as our own will. Based on my experience, I can safely recommend them to others.

Scott Sollenberger