Case Study: Protecting Vulnerable Loved Ones
Jessica* is in her late 80s and lives in a memory care facility, where she…
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Case Studies
Case Study: The Importance of Keeping Trust Documents Organized
About a year and a half after his mother died, Jerry* and his son met…
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Case Study: The High Cost of Ignoring Estate Planning
Marie* passed away in 1994, leaving behind seven adult children. Her husband and three of…
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When Death Divides: A Case Study on Inheritance Without a Will
Multiple long-term relationships can lead to complicated inheritance issues when one member of the couple…
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Case Study: The Importance of Choosing the Right Executor for Your Estate
Over the course of several years, Joan Adams* (an elderly woman) developed a close friendship…
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Case Study: The Domino Effect of Multiple Missing Estate Plans in One Family
When multiple people in the same family die without Wills or valid estate plans, it…
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Case Study: Is Handwritten Critique on Estate Plan a Legal Update?
Shortly after her husband died, one of Tamara’s* adult children took her to an attorney…
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Case Study: Legal Battle Over Funeral Costs
Julie* was sued for $14,000 by a funeral home for the costs of her mother’s…
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Case Study: An Outdated Will Leads to a Sibling Legal Battle
Julie* has spent the year since her mother’s death fighting with her siblings over her…
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Case Study: Sibling House Squabble
Lucy’s* adult siblings have lived with their parents for years. Neither her brother nor her…
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Case Study: Powers of Attorney and Advance Medical Directives
What could happen if you don’t have powers of attorney and advance medical directives: A…
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Case Study: ACT SOONER TO GET A WILL
Act sooner rather than later to get a will, especially if you have disabled beneficiaries:…
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