Wills and Advance Planning Successes
Samuel executed a Will, Health Care Proxy and Power of Attorney, all before his upcoming surgery.
Samuel is a disabled man who lives in Manhattan. He was facing a major surgery and wanted to get his papers in order beforehand. Ann met Samuel at his home and discussed his advance planning needs. She prepared a Will, Health Care Proxy and Power of Attorney for Samuel, which were all executed at his home. Samuel was grateful that his documents were in place before his surgery, eliminating one big worry for him. His surgery was a success.
Rhonda and Elizabeth each benefitted from advance planning with CLA.
Rhonda and Elizabeth are mother and daughter. Rhonda is married, retired and has grown children. Elizabeth is not married and does not yet have children. Although their circumstances are very different, Rhonda and Elizabeth each benefitted from advance planning with CLA. They worked with Ann to create individualized wills, health care proxies and powers of attorney that reflect their specific needs. Both Rhonda and Elizabeth now have the peace of mind that comes with having these important planning documents in place, while understanding what they can do if their circumstances change in the future.
With proper advance planning, Dora received the assistance and care she needed.
Dora lived independently at her home in Nassau County for many years. Around age 90, she started showing signs of dementia. One of CLA’s attorneys helped Dora execute a Power of Attorney and Health Care Proxy naming her sister and a niece as agents. Dora's mental and physical frailties continued to worsen. When her sister discovered that Dora had stopped paying her bills and could not arrange for her own medical care, the sister stepped in, using the planning documents. With them, she was able to arrange the financial and medical assistance Dora needed. Dora was able to remain at home rather than going to a nursing home. She died one day after her 96th birthday, peacefully in her own bed.
Ben and Larry executed Health Care Proxies, Powers of Attorney and Wills, ensuring that their wishes would be carried out.
Ben and Larry were long time partners who were unable to marry because gay marriage was not yet legal at the time. When they first started working with Ann, they were in their 70s and Ben was beginning to show signs of dementia. The couple was worried that family members who were not close with them and were not supportive of their relationship might be legally entitled to make important decisions and inherit their property. Ann helped Ben and Larry to complete Health Care Proxies and Powers of Attorney, giving them the ability to make medical and financial decisions for each other. Ann also helped them execute Wills, which ensured that if one of them died, the other would inherit the bulk of his partner’s property. With these documents in place, Ben and Larry’s wishes were protected.
Prior results do not guarantee a similar outcome.