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Estate planning and trusts

//October 30, 2013//

Estate planning and trusts

// October 30, 2013//

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Timothy K. Palmer
Timothy K. Palmer PC, Suffolk

Title:  Attorney and CPA
Birthplace:  Fort Walton Beach, Fla.
Education:  Troy State University, Dothan, Ala., bachelor’s degree in business administration-accounting; College of William and Mary School of Law, law degree
Spouse:  Shelly Hope Palmer
Children:  Timothy Jr. and Joshua
Hobbies:  Golf, hunting
Favorite vacation spot:  Caribbean
Fan of:  Washington Redskins
Recently read book:  “Zero Day” by David Baldacci

What trends are you seeing in estate planning and trusts?
“More clients than ever are in second marriages, and more children of the elderly have financial and substance abuse issues.  More clients are very concerned about paying for long-term care and are interested in preserving an inheritance for their children.”

Estate planning and trusts list of Super CPAs

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