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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...
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: Monthly Income
In September of 2011, I dropped by my parents’ house for quick overnight visit. I had been there less than a month earlier, and at that time, our Dad exhibited some of the forgetfulness one expects with an aging parent. … Continue reading
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
The Obama Administration has announced that it will extend the U.S. minimum wage and overtime laws, created under the Fair Labor Standards Act, to cover home care aides who assist the elderly and disabled, allowing them to remain in their … Continue reading
While reverse mortgages may look like no-lose propositions on the surface, they also have some significant downsides. First, the closing costs for these loans are about double those for conventional mortgages. For example, closing costs on a $110,000 reverse mortgage … Continue reading
Under our “system” of paying for long-term care, you may be able to qualify for Medicaid to pay for nursing home care, but in most states there’s little public assistance for home care. Most people want to stay at home … Continue reading
Many people start the New Year making resolutions relating to their physical and mental health, but have you thought about extending your resolutions to your financial health as well? After the last few years of difficult economic times, welcoming in … Continue reading
Based upon a study by the Investment Company Institute, “on average, more-recent generations of households have higher levels of resources to draw on in retirement than previous generations.” The shift to defined contribution plans like 401(k)s, from the defined benefits … Continue reading