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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: Personal Finance
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
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
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
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
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
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
If you’ve been watching television lately, chances are you’ve seen the commercial with the concessions salesperson leaving a stack of money on every seat in the stadium… H&R Block’s assertion that self-filing taxpayers last year paid more than a billion … Continue reading