The Law Office of Mary Beth Kelly

by Susan Shalhoub

Mary Beth Kelly is well aware that, generally speaking, attorneys are not well-liked. She doesn’t take it personally, and those who work with Mary Beth will tell you what her kindness and her exemplary service has meant to their families. In fact, most of Mary Beth’s clients become lifelong friends.

One area of law that Mary Beth practices is Estate Planning. Unfortunately, most people refer to estate planning as unnecessary and expensive. At the Law Office of Mary Beth Kelly in Lake Mary, Mary Beth focuses on educating her clients and potential clients about the importance of planning now as an investment in your future. Although planning is a necessary task and may not be one’s favorite thing to do, it truly is the best gift you can leave your family.

And the New Year is a perfect time to make a resolution to your loved ones – by finally putting an estate plan into action.

The crucial finishing touch on any financial strategy, an estate plan prevents your assets from being consumed by probate fees, which can leave your loved ones with little of the wealth you intended for them. Why save and invest money for your heirs if it’s to be gobbled up in probate costs after your passing?

“The importance of planning is huge,” says Mary Beth. “A lot of people don’t understand that. Planning is incredibly affordable compared to the cost of failing to plan. Being unprepared is what is expensive. Simply stated, the value of planning is immense.”

New Year, Wise Considerations

With three offices and an experienced team that continues to expand, The Law Office of Mary Beth Kelly stands ready to serve. Just as a good financial plan is diverse, so is a good estate plan. A good estate plan should include a will and/or trust. It should include Advance Directives, including Powers of Attorney, to give legal authority to those you appoint to help you in the future with financial, business, and medical decisions/tasks. A good will and/or trust, and your proper Advance Directives and Powers of Attorney, will help your loved ones avoid the cost of guardianship during your lifetime and probate upon your death, all the while keeping you and your loved ones out of court.

Let Mary Beth’s office partner with you and guide you and your family through the potential unknowns – protecting you, your assets, and your loved ones.

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