To Clients Colleagues and Friends:

From all of us at Julian Gray Associates,

we wish you Happy Holidays and all the Best in 2018!

What You, As Beneficiary of Final Settlement of A Pennsylvania Estate or Trust, Should (And Should Not) Expect

Estate and trust settlement in Pennsylvania can be simple or complex, depending on what needs to be accomplished by the fiduciary in the way of administration.

Read More
Three Reasons Why Giving Your House to Your Children Isn't the Best Way to Protect It From Medicaid

You may be afraid of losing your home if you have to enter a nursing home and apply for Medicaid. While this fear is well-founded, transferring the home to your children is usually not the best way to protect it.

Can Special Needs Trusts Reimburse Family Members for Travel Expenses?

Families of people with special needs often face unusually high travel expenses.  Family members may be able to be reimbursed for these expenses from a special needs trust, depending on the type of trust.

Read More
House Tax Plan Could Deal Blow to Families with High Medical Expenses

The tax plan put forward by the Republican-led House of Representatives would eliminate the medical expense deduction, potentially dealing a financial blow to those paying for costly care. 

Read More
You Can Give Away More Tax Free in 2018

After staying the same for five years, the amount you can give away to any one individual in a particular year without reporting the gift will increase in 2018. Very few taxpayers will have to pay a gift tax in any case.

Read More

In order for us to spend time with our families over the holidays, our offices will be closed from Monday, December 25, 2017 though Monday, January 1, 2018.

     Julian Gray Associates is on Facebook!