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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...
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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...
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Category Archives: Retirement
In my last blog, I discussed the beneficial use of an IRA Inheritance Trust to ensure your beneficiaries maximize the power of inherited retirement accounts through compounded tax-free growth and less income taxes being due each year distributions are taken … Continue reading
You may know the difference between a Last Will & Testament and a Revocable Living Trust, but did you know there is a special trust specifically for retirement accounts? Don’t make the faulty assumption that your Revocable Living Trust will … Continue reading
Chances are, if you recently retired, your correlating decrease in income may alleviate you from having to file taxes in future years. For this tax season, if your gross income from 2013 is less than the following amounts (depending upon … Continue reading
In his State of the Union message, President Obama announced a new retirement savings program for those people who don’t currently enjoy an employer-sponsored plan. This new product, called myRA, is similar to a Roth IRA. It is mainly geared … Continue reading
Want to find out how you may be able to save approximately $1,000 this year, without even having to buy a lottery ticket? Well, it may take you a couple of hours to sit down and contemplate, but here are … Continue reading
If you’ve worked at any point during your life, you know you’ve paid Social Security taxes on any earned income. Despite our actual views on social security, payment of taxes toward the “coffers” (which is separate and in addition to … Continue reading
In the current economic environment, more and more families are identifying themselves as the Sandwich Generation . . . a group of retirees who are not only caring for aging parents, but also financially fortifying their recent college graduates who … Continue reading
In this three-part blog series, attorney Kelly Shovelin of Four Pillars Law Firm discusses Continuing Care Retirement Communities (CCRCs): What are CCRCs? How do they work? How do you choose the right CCRC for your needs? Learn the answers to … Continue reading