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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: Retirement
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
What’s the fastest growing group of individuals in the United States? Those who are 85 years and older. And what’s one of the key needs for this group? Social support. Read more here. Or listen to these clips from All Things Considered, the flagship … 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
I was blessed with wonderful parents who were married for 63 years. Years ago, they wrote a standard will. After my Mom passed away in 2011, my Dad, an active, independent 80-year-old in relatively good physical and mental health, decided … 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
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
Chances are, if you recently retired, your correlating decrease in income may alleviate you from having to file taxes in future years. For this tax season, if your gross income from 2013 is less than the following amounts (depending upon … Continue reading