Download Our Free Estate Planning Worksheet
There’s a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet,
you’ll be one step closer to getting yourself and your family on the path to a secure and happy future.
- Listen to our clients, learn, and understand their story
- Assist our clients in revealing their concerns and needs
- Educate our clients about alternative solutions
- Take the time with our clients to make certain they understand the intricacies of their Plan
- Design with our clients, the appropriate Plan
- Protect what is most important to our clients by making sure their Plan is fully implemented
- Ensure our clients are fully prepared for all of life’s transitions
- Provide our clients with Peace of Mind
- Remain responsive to clients during any transition
OWINGS MILLS ESTATE PLANNING ATTORNEY
While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones of the expense, delay and frustration associated with managing your affairs when you pass away or become disabled.
FREE UPCOMING WEBINARS & SEMINARS
Attend a free event to learn about all your estate planning options!
Gershberg & Associates, LLC presents free educational seminars on a wide-variety of topics, including Wills & Living Trusts, The 5 Myths of Estate Planning, Paying for Long-Term Care and many more! There are currently no seminars scheduled, but please fill out the form below and we'll be sure to notify you of upcoming seminars.
It’s Important to Have a Coordinated Estate Plan
There are many parts to an Estate Plan. The Revocable Trust is just one part. It’s important to coordinate the various parts of the Estate Plan. Read on to learn more.READ MORE...
Roth IRAs Can Be a Great Planning Strategy: Advanced
This is the second in a two-part series on Roth IRAs. The first part reviewed the basics of Roth IRAs. Read on to learn more.READ MORE...
Roth IRAs Can Be a Great Planning Strategy: Basics
Roth IRAs can be a great planning strategy. They can save taxes and help in many ways. Read on to learn more.READ MORE...
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What Our Clients Say
Their entire estate planning process was designed to make you feel comfortable and confident that your wishes would be carried out and that they would assist you with the entire process even into the future. We would highly recommend them to anyone.
Gershberg & Associates, LLC
Fax: (410) 654-3880
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