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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
In what a new report is calling “a second nationwide foreclosure crisis,” homeowners, particularly the elderly, are losing their homes because they owe as little as a few hundred dollars in back property taxes. At the same time, big banks … Continue reading
Have a “black sheep” in your family that you would like to disinherit? Perhaps you feel that you have given one child more during your life, so he or she should get less in your will. Or you may want … Continue reading
Millions of people are affected by dementia. Unfortunately, many of dementia sufferers do not have all their estate planning affairs in order before the symptoms start. If you or a loved one has dementia, it may not be too late … Continue reading
Emotions can run high at the death of a family member. If a family member is unhappy with the amount they received (or didn’t receive) under a will, he or she may contest the will. Will contests can drag out … Continue reading
It’s the same ole’, same ole’, just a different year. Thanks to politicians opting to “punt” any formal estate tax decisions down the road a couple of years ago, they are now once again saddled with how to handle the … Continue reading
Robert S. Keebler, a well-known and respected CPA, answers questions on the new healthcare surtax which will be implemented in 2013. Continue reading
When people hear the horror stories of others falling prey to scam artists, their immediate reaction is almost always “that would never happen to me.” Perhaps that’s true; but reality is showing that as our parents age, more and more … Continue reading
Some 30 states currently have laws making adult children responsible for their parents if their parents can’t afford to take care of themselves. These “filial responsibility” laws have rarely been enforced, but six years ago when federal rules made it more difficult to qualify … Continue reading
Thousands of financial advisors market themselves as trained to provide investment advice to seniors, using authoritative-sounding titles like “certified senior advisor” or “certified retirement counselor.” But often these designations are nothing more than what are called “weekend” designations, obtained by … Continue reading
Many people wonder if it is a good idea to give their home to their children. While it is possible to do this, giving away a house can have major tax consequences, among other unforseen results. When you give anyone … Continue reading