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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...
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Tag Archives: Protecting Inheritence
The National Academy of Elder Law Attorneys (NAELA) has designated May the National Elder Law Month. Headquartered in Washington, D.C., NAELA was formed in 1987 in response to the growing legal needs of older adults, people with special needs, and … Continue reading
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
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
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
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 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
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