Case Studies2016-12-22T06:23:34-05:00

Case Studies

Dispute Resolution Case Study

When Ronald Black was diagnosed with terminal cancer, he took the appropriate and responsible steps towards getting his affairs in order. The family printing business was put up for sale and Ronald started taking care of his personal business. He approached his attorney about creating an estate plan that would ensure the appropriate distribution of assets to his wife and their adult children. It had been many years since he [...]

May 5th, 2011|

The Importance of Estate Planning

Although Kristen and Dave Kelman had worked previously with an estate planning attorney, their existing will was a typical boilerplate document and, as Kristen pointed out, it was pre-kids. “We were in the process of adoption so it mentioned future kids but it just didn’t go deep enough,” explained Kristen. “The previous attorney asked a lot of questions but didn’t address any of our individual needs.” That was more than [...]

May 5th, 2011|

Blended Families

Although Matthew and Jennifer Bishop had carefully put together wills after the birth of their son, that was nearly six years ago and their lives had become much more complicated. Matthew’s business, which operated in a niche market, now had offices across the state of Georgia. “As the business became more profitable, we had more money and our financial lives became more complex,” explained Jennifer. “Yet we kept putting off [...]

May 5th, 2011|
Print Friendly, PDF & Email