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Palmer
& Gray is committed to providing effective planning for individuals
and families focused on their personal goals and needs. We offer
skilled estate, gift and income taxation advice. Members of the
firm have served as executors and trustees and have assisted clients
with estate and trust administration. We firmly believe that no
estate or trust is too small or too large since everyone’s
needs are important.
General and medical powers of
attorney as well as advanced healthcare declarations are discussed
with all clients to assure that all aspects of estate planning are
completed. The firm has extensive knowledge with regards to revocable
and irrevocable trusts. With our knowledge and experience in business
law, we are also able to provide assistance with family succession
planning and the formation of family limited partnerships.
We also assist clients in transition
to retirement communities, assisted living facilities and skilled
nursing facilities. With an understanding of the Medicaid process,
we are able to provide clients with recommendations and options
concerning governmental assistance.
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