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Robin Shipley

Crisis Intervention and Probate Avoidance Estate Plan

Robin and her husband Frank were nearing retirement and were looking forward to enjoying their time together. They had downsized their home and only had one more child to finish putting through college… then the phone call came. “We received a phone call from someone who has assisted my mother Phyllis with her finances for years who notified us of some very uncharacteristic spending activities that my mother had made. My mother is a very intelligent and independent woman who had done very well in business and enjoyed traveling. To hear that she was making bad financial decisions was a surprise to us. We met with her to try and determine what was going on. Not sure exactly what the issue was, we encouraged her to move to her residence in Florida that she had to reduce her expenses and part with her residence in Maryland. She agreed and moved there to save money.”

This was the beginning of a series of events that quickly made it clear that something was wrong with Phyllis. After a phone call by a trusted neighbor of Robin’s mom in Florida it was clear that she could not be left on her own. “We brought mom back to West Virginia and my sister and I met with mom to try and convince her to enter an
independent living facility. She ultimately did, but it soon became clear that my mom was in the early stages of Alzheimer’s and could not live on her own. So we had mom come and live with us. It was not an easy thing convincing her to do this because of how strong willed and independent she has been her whole life. So we sold our home and bought a house large enough to accommodate all of us.”

Robin was struggling trying to come to terms with the reality of her mom’s condition and the challenges associated with caring for her mom and her estate. “I was trying to deal with reality vs. living with the hope that things wouldn’t get worse. I had no idea how to properly care for her estate or how we would afford her health needs as things worsen. That is when I saw Seamon Law Offices TV show and thought… that’s it!” Robin scheduled a free consultation and had many questions that Doreen was able to answer completely. “I was very skeptical at first, but they proved to us that they knew what they was doing. Not just that, but Doreen was very understanding and caring toward us.” Robin needed a Durable Power of Attorney, Irrevocable and Revocable Trust to protect her mother and ensure she would be cared for. “It was like having 200 lbs. taken off my shoulders, and it remains lifted because I know Doreen is in my corner. I feel so empowered to keep on keeping on. I love my mom and can now focus on her needs and not the financial aspects of her care.”

When asked what Robin wanted you (the reader) to know she had this to say… “Plan now while you’re healthy! Most of us wait until something happens before we want to deal with this stuff. Do yourself a favor and call Doreen. She can ensure that you are prepared for living and dying. Things happen that you don’t anticipate, but you can be prepared for the unknown by meeting with her. She is so wonderful in every way.”

“I don’t have to wonder what to do anymore… I know… Doreen gave me the proper knowledge and tools.”