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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...
Tag Archives: Financial Planning
According to a Rocket Lawyer poll, 57% of Americans say their excuse for not having a Will is that they just haven’t gotten around to making one. The longer you put it off, though, the direr a catastrophic event could … Continue reading
Many clients who initially come to visit me regarding their estate plan say “I need a Will” or “I need to update my existing Will.” They automatically assume that since they don’t have a taxable estate (since the estate exemption … Continue reading
No one likes to think about or discuss the “elephant in the room,” but we all know the familiar adage “there’s nothing certain but death and taxes.” Despite the certainty of death, most Americans don’t plan for it. Sadly, when … Continue reading
Many people don’t think about their potential long term care needs until they’re faced with the need for long term care. When faced with the emotional and physical turmoil of a loved one’s long term care needs, families quickly learn … Continue reading
Ever seen the bumper sticker that says “I’m spending my children’s inheritance”? You may have laughed about it when you saw it, but would you still be laughing if it were true? Most children believe they will receive some form … Continue reading
As parents age, many children have to grapple with the fact that they may have to begin making financial and healthcare decisions on behalf of their parents. Normally this comes about due to cognitive issues from which a parent is … Continue reading
In a sweeping decision in Clark v. Rameker, the U.S. Supreme Court held that funds in an inherited IRA are not protected in bankruptcy. The Court’s analysis focused on key legal distinctions between the type of IRA you set up … Continue reading
Did you know that The $64 Question was a popular radio quiz show? During the 1940s, “That’s the $64 question” became a common catchphrase for a particularly difficult question or problem. When the show moved to television, it became The $64,000 Question! Recently, … Continue reading
Many people only contemplate the need for asset protection when they find themselves amid the call of creditors. The sad truth, however, is that there is normally very little to be done. Trying to protect assets from current and known … Continue reading