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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: Inheritance
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
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
Last week I blogged about the embattled estate of Huguette Clark the heiress who died in New York City in 2011 after spending the last 20 years of her life in a room at Beth Israel Medical Center. Click here to … Continue reading
Since Kelly is in the proverbial “driver’s seat” of Four Pillars Law Firm, it only makes sense that she serves on a Steering Committee. (Sorry, we couldn’t resist!). Early this month, Kelly and Matt drove down the highway to Pawley’s … Continue reading
Congress finally came to an agreement to avoid the “fiscal cliff,” and the agreement includes some changes to federal estate taxes and Individual Retirement Accounts (IRAs). The American Taxpayer Relief Act sets a permanent estate tax rate and provides a … Continue reading
Under the provisions of the recently passed American Taxpayer Relief Act (“ATRA”), “portability” of the estate tax exemption between spouses has been made permanent. So what does “portability” of the estate tax exemption actually mean? Well, in a nutshell, it … Continue reading
Most clients who come through my doors interested in estate planning want to maintain control of their assets as long as possible. As an extension of that control, most clients keep their children “in the dark” about the nature of … 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