Client Stories: Mary

Mary is in her early 70s, leads an active lifestyle, and currently has no major health issues. She owns a home that she bought with her husband, who passed away several years ago. Mary inherited a large sum of money and several other financial assets when her husband died, but she hasn’t made any plans to manage the wealth or protect it in the event that something happens to her. Her family has a history of mental illness and she knows that her mother suffered from something similar to Alzheimer’s, though the condition was never properly diagnosed. Does she really need to consult with an elder law attorney? After all, she’s healthy and financially comfortable right now.

How The Law Offices of Janis A Carney Can Help

At The Law Offices of Janis A Carney, we see situations like Mary’s far too often. Unfortunately, many people are under the impression that asset protection is too complicated to be worth their time, but this could not be further from the truth. Failing to plan ahead can leave your assets in the hands of State, or force your loved ones to navigate California’s probate court.

We make it easy to consider and plan how each of your assets will be managed in the event that you pass away or cannot manage your assets yourself, which can provide both you and your loved ones with peace of mind moving forward.

Schedule an appointment with The Law Offices of Janis A Carney today to learn more about wealth and asset protection.

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