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Focus Stories

Law Office of Mary Beth Kelly 2018

by Susan Shalhoub

Featured Photo from Law Office of Mary Beth Kelly 2018

The Law Office of Mary Beth Kelly welcomes members of the community for free initial estate-planning consultations. The appointments give Mary Beth an opportunity to meet folks in the area and hear their stories. She especially encourages meetings with people who sometimes feel they are not quite ready for the world of wills, trusts, estates, or end-of-life directives — such as people in their 20s and 30s, for example.

“I have clients who make appointments [as senior citizens] and say, ‘Well, I guess I’m old enough to come see you now,’” Mary Beth says. While estate planning later in life is better than no planning at all, Mary Beth serves clients from 18 to 118, and she says appropriate planning at any age can help families provide for their loved ones and enjoy peace of mind.

Not planning results in potential risk for every age group, says Mary Beth, depending on whether a client has children, the children’s ages, if a child has special needs, and other circumstances including marriages, assets, and investments.

For clients of any age, it’s always a good idea to get information and plan ahead. For example, some of Mary Beth’s clients are 18, the age at which Florida law recognizes them as adults with privacy rights, and no longer recognizes parents’ automatic right to access their medical records. If an 18-year-old is rendered non-communicative due to accident or illness, parents are legally not entitled to health information regarding their adult child. By signing a few simple documents, 18-year-olds and their parents can ensure this vital line of communication is kept open.

To even further strengthen service to her clients, Mary Beth is proud to welcome Wilbur D. “Bud” Dahlgren to the Law Office of Mary Beth Kelly this fall. Bud – who has been an attorney for more than 30 years – specializes in areas such as estate planning and elder law, and he will serve clients out of the firm’s office in The Villages.

The Law Office of Mary Beth Kelly – with locations in Lake Mary, Mount Dora, and The Villages – offers personalized attention, strategic advice, and top-quality service for any estate-planning situation... at any age.

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