Client Results A Deep Dive Into Some Of Our Client Cases
  • Diverse and Complex Needs
    Jessica McNeely is 68 years old and a widow. She has three adult children: (1) Aaron, a succesful professional who is debating a divorce, (2) Bill, who lives with her and has special needs, and (3) Tracy, who is an accomplished physician. After ...
  • Planning for a Young Family
    Alexis and Jonathan Reagan are healthcare professionals in their early 40s. They have two minor children. Alexis’ sister lives in Baltimore and Jonathan’s parents live in the area, just a couple miles away. Their biggest concern was what would happen ...
  • Unexpected Passing
    A healthcare nurse in the Philadelphia area, Inez Rodriguez contacted our office after her friend, Rosa Peres, died. Rosa had no known family members and did not have a will. Inez wanted to honor her friend and already helped pay for the funeral. In ...
  • A “Simple Will”
    Rob Whitter is an active single man in his 50s who was never married and had a close group of friends. He contacted our office because he wanted a “simple will”. After talking to Rob for an hour, we learned that he likes to travel all around the ...
  • Tax Planning in Estate Administration
    James Black’s will named his two children as the co-Executors of his estate. Our office was contacted when the children found themselves overwhelmed and confused about how to handle his estate. From the very beginning, we worked with the family to ...