This article is sponsored by Julian Gray Associates.
Income tax season is nearly behind us and there are big changes coming for the next year and beyond. The IRS is also having to correct some bad information about the changes that it sent out in the last several weeks.
In the video on this page, I got to sit down with Julian Gray from Julian Gray Associates. We're discussing the Secure Act that brought some of those changes in 2020 and created some ambiguity with how IRA's are handled when someone passes.
This is where an elder law attorney like Julian and his team of eight Certified Elder Law Attorneys can help. They're able to review the changes, review your or your family's plans, and keep you from being hit by costly surprises when the time comes.
About Julian Gray Associates
Providing Integrated Elder Law And Estate Planning Solutions
Julian Gray Associates
Julian Gray Associates provides personalized solutions in the areas of elder law, estate planning and special needs planning.
With nine Certified Elder Law Attorneys, and a team of professional staff members, we handle a large variety of elder law matters throughout western Pennsylvania. We have the knowledge and resources needed to handle all types of Medicaid planning and disability planning issues, as well as estate law matters ranging from simple to complex.
Whenever possible, we favor integrated elder law solutions that draw upon multiple sources of funding, such as Medicaid, veterans benefits, long-term care insurance and personal estate planning provisions. Whatever your situation, Julian Gray Associates will carefully analyze your needs and work to achieve your goals in a way that is right for you.
