Case Study
When Dementia Makes it Too Late to Sign Legal Documents
Elder Law
Case Study
My client’s mother had recently been diagnosed with advanced dementia. She needed someone to take charge of her welfare. Unfortunately, she had no Powers of Attorney. We guided the family through the estate court process gain the legal authority they needed to make medical decisions, coordinate care, manage finances, and, ultimately, protect their mother.
Helping a Blended Family Create a Fair Estate Plan
Elder Law
Case Study
Blended families need more than basic estate planning. These client’s came to us for help creating an estate plan that would be fair to all, including children and grandchildren from previous marriages. We created a thoughtful plan to protect the surviving spouse, honor both family lines, and reduce the chance of conflict later.
Protecting an Aging Parent and Their Family From Financial Confusion and Stress
Elder Law
Case Study
Our client’s family came to us concerned for their mother. They’d noticed she was beginning to struggle managing things like the mail and financial decisions. She didn’t need a nursing home yet. What she needed was a strong incapacity plan that helped her family protect her, preserve her dignity, and avoid unnecessary court involvement.
Helping a Family Navigate an Estate with Multiple Assets and No Clear Roadmap
Estate Administration
Case Study
Our client, the Executor of her father’s will, had no idea about the best way to handle her father’s estate – much less how to avoid costly, time-consuming mistakes. She didn’t need a lot of conflicting opinions; she needed a structured roadmap for administering her father’s estate—one that protected her as Executor and respected her father’s wishes.
Protecting a Surviving Spouse from Nearly $2 Million in Medical Bills
Estate Administration
Case Study
When our client’s husband passed away, he’d incurred nearly $2,000,000 in medical bills and other outstanding debts. Like many surviving spouses, she assumed that she must pay every bill. Fortunately, the solution we designed for this client allowed her to legally secure her own future before paying off debts.
A Strategic Approach to Medicaid Planning
Medicaid Planning
Case Study
When Arnold and Rose first visited our office, they shared a common concern many families face: how to protect their primary asset—their $300,000 home—while ensuring access to needed long-term care benefits. Their story demonstrates how proactive legal planning can help families preserve their legacy while preparing for future care needs.
Helping a Surviving Spouse Protect Their Financial Future
Estate Administration
Case Study
Bill came to us after losing his wife. Further complicating one of life’s most difficult moments was the fact that Bill’s wife had passed without a will. Bill needed a strategy for dividing the family home between himself and his wife’s three children from a former marriage.
Medicaid Crisis Planning
Medicaid Planning
Case Study
Margaret’s family came to us in distress. Their 78-year-old mother had been in a nursing home for two months following a severe stroke. At $12,000 per month, her savings were rapidly depleting. They wanted to secure Margaret’s care for as long as needed.
Navigating Probate Across State Lines
Estate Administration
Case Study
Sandra faced a challenging situation when her mother, Elizabeth, suddenly passed away during the Christmas holidays. Because Sandra lives in Florida, and her mother's estate needed probate in Georgia, she had limited time to initiate the process before returning home.
Protecting What Matters Most
Estate Planning
Case Study
Sarah and Miguel had built a beautiful life. With two children under 12, thriving careers, and a home they had worked hard to purchase. But like many young parents, they had put off estate planning, thinking they were too young to worry about it.
June’s Long-Term Care Planning
Medicaid Planning
Case Study
June, a 65-year-old retiree in relatively good health, was thinking ahead to her future care needs.
She'd heard stories about the high costs of nursing homes and wanted to protect her assets, especially her home, in case she needs long-term care down the road.
Protecting Assets with Medicaid Planning
Medicaid Planning
Case Study
Walter and Alice have shared 46 years of marriage, building a life and memories together. In their golden years, however, Walter was diagnosed with dementia. With his increased confusion and agitation Alice struggles to take care of herself and her husband.
