our estate planning process
Planning for the future doesn’t have to be a daunting task. Our process is designed to ensure your family and assets are protected, giving you and your family real peace of mind.
1
Schedule Consultation
Call or email to schedule an initial consultation.
2
Receive A Personal Consultation
We’ll discuss your goals and objectives, and I’ll detail a plan of action most appropriate for you.
3
Get A Tailor-Made Estate Plan That Actually Works
I’ll draft a tailor-made Estate Plan to protect your family and assets. I’ll also make sure you understand how it all works.
OUR MISSION
- 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
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.
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.
Estate Planning Considerations When You Divorce
Going through a divorce can be emotionally, financially, and even physically exhausting. Often, the strong emotions experienced during the divorce process make it easy to overlook the practical consequences of the divorce itself. With that in mind, we, the Owings Mills estate planning attorneys at Gershberg & Associates, LLC can offer some estate planning considerations […]
READ MORE...What an In Terrerem Clause Can Do for You
Estate Planning practitioners field questions regarding disinheriting beneficiaries regularly. The second question often relates to what happens when that beneficiary or any other tries to have the estate plan or portions thereof overturned. An “in terrorem” or “no contest” clause usually acts as a deterrent to such beneficiaries by completing divesting them of their inheritance should they choose to initiate a lawsuit
READ MORE...Is Retiring Early a Wise Decision?
Social Security retirement benefits play a significant role in retirement budget planning for many people. If you are one of those, you may be wondering at what age you should retire and start accepting your benefits. Whether you choose early, on time, or late retirement will likely impact your retirement budget more than you may […]
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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.
LOCATION
Gershberg & Associates, LLC
Fax: (410) 654-3880
OFFICE HOURS
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 2:00 PM |
