Owings Mills Estate Planning Attorney – My 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.
Understanding Undue Influence – Part I
Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions. Most of the time, clients have consulted with a competent attorney regarding their reasons for structuring the plan the way that they have. Sometimes, other factors are at play and the plan doesn’t represent the testator’s true wishes, but rather, another individual’s testamentary desire. That’s undue influence and there are ways to guard against it.
READ MORE...Common Probate Mistakes
Common probate mistakes are bound to plague you if you have a loved one who has passed away without a Will or a Trust. When a family member passes away, a period of mourning and heightened emotions typically follows. For the Executor of the Estate, or Personal Representative as it’s referred to in Maryland, it […]
READ MORE...How to Safely Store Your Estate Planning Documents
Creating a good estate plan is one of the most powerful gifts you can give yourself and your loved ones. Once you have created that plan, however, keeping it safe and making sure the documents that comprise that plan are accessible are equally important. We the Owings Mills estate planning attorneys at Gershberg & Associates […]
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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 |
