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Glenn ErbI’ve never “met” a lawyer like Kelly Shovelin. She’s friendly, honest, helpful, and she immediately returns every single one of...
Betty Ann Myers CookTo me, Kelly Shovelin is a good example of what a lawyer should be. I have every confidence in Kelly...
Steve HillImagine a lawyer who is so caring, she drives out of her way on a weekend trip to make a...
Emily HillKelly brought the perfect combination of strong expertise and personal sensitivity to the situation, helping us to provide for our...
Graylynn ThriftWhen our family was faced with the daunting task of safeguarding our parents’ wellbeing, Kelly Shovelin expertly navigated us through...
Peter SaffoWhen my mother-in-law fell sick and required full-time nursing care, my wife and I stepped in to help manage her...
Bobby Ray MooreAfter losing my wife to a nursing home, and losing my life savings to long-term health care, I was at...
Bette ParrettAs my parents struggled with the financial burden of my father’s ongoing medical expenses, social workers told me there were...
Frank G. AhernI was immediately taken with Kelly’s communication skills and extensive knowledge of elder law. Kelly’s warm personality and sense of...
Category Archives: Asset Protection
I cannot begin to fathom how many times I have discussed the issues surrounding jointly held property (both real and investment/bank account properties) with clients who are not husband and wife. In reality, it seems as though people add family … Continue reading
The national press has recently been devoting substantial attention to the plight of Hannah Anderson and her now deceased kidnapper, James DiMaggio. Adding another layer to a story already filled with twists and turns, DiMaggio had a life insurance policy … Continue reading
No one wants to think about the possibility of dying or becoming incapacitated while their children are still young. But planning for that possibility is the only way to ensure your children’s future will be safeguarded should it ever happen. … Continue reading
Despite the fact that you may have worked and saved all your life, more and more seniors are finding themselves in financial distress, due to the economy these days. Perhaps you need credit counseling, foreclosure assistance or even financial assistance. … Continue reading
Truth be told, I can’t begin to count how many times I have had a discussion with a client about the dangers of adding a child’s name to their bank account in later years. Most people think that’s all they … Continue reading
Congress finally came to an agreement to avoid the “fiscal cliff,” and the agreement includes some changes to federal estate taxes and Individual Retirement Accounts (IRAs). The American Taxpayer Relief Act sets a permanent estate tax rate and provides a … Continue reading
A new fast letter from the Department of Veterans Affairs clarifies what qualifies as unreimbursed medical expenses (UMEs) that may be deducted from income for pension purposes. Continue reading
It is just important, if not more so, for singles to create a comprehensive estate plan.
Many people believe they have a complete and comprehensive estate plan in place, only to have their unfortunate family members find out otherwise-after it is too late to correct. Perhaps the most important document an individual can put in place … Continue reading
The benefits of a highly detailed, comprehensive power of attorney are numerous. Unfortunately, many powers of attorney are more general in nature and can actually cause more problems than they solve, especially for our senior population. However, a highly detailed, … Continue reading