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Main Office:           
954 Greentree Road
Pittsburgh, PA 15220
Peters Township Office:
By Appointment Only


Elder Law and Special Needs News

November 2020

 To Clients, Colleagues and Friends:

We are proud to be supporting the Alzheimer’s Association’s Virtual Caregiver Symposium on Thursday, November 12, 2020 at 9:00 AM.
Register today at or 800.272.3900.

Featured Articles

How to Reduce Pennsylvania Inheritance Tax

Did you know that Pennsylvania is one of only six States that still assesses an inheritance tax to beneficiaries who inherit property? However, with advance planning, you can substantially reduce the inheritance tax liability of your beneficiaries.

A Modest Social Security Increase for 2021
The Social Security Administration has announced a 1.3 percent rise in benefits in 2021, an increase even smaller than last year’s.

What's In The News

How to Fix a Required Minimum Distribution Mistake
The rules around required minimum distributions from retirement accounts are confusing, and it’s easy to slip up. Fortunately, if you do make a mistake, there are steps you can take to fix the error and possibly avoid a stiff penalty.
Receiving an Inheritance While on Medicaid
For most people, receiving an inheritance is something good, but for a nursing home resident on Medicaid, an inheritance may not be such welcome news
IRS Issues Final Regulations for ABLE Accounts

The IRS has issued final regulations covering tax-free savings accounts that allow people with disabilities to pay for disability-related expenses without jeopardizing government benefits

JGA Client Spotlight

Julian Gray Associates recently learned that our longtime clients, John and Clara Bozek celebrated 72 years of marriage this past September! They were kind enough to share their story with us. Follow the link below to read about this special couple.

"Celebrating 72 Years Together"

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