Solutions for Today, Planning for
Tomorrow,Peace of Mind for a Lifetime.
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.
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
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.
TELL US YOUR STORY
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.
Practical Lessons in Drafting
Individuals who undertake Estate Planning want to ensure that their plan works the way it’s intended. When clients neglect to consider Estate Planning on a regular basis, they set themselves up for failure. Waiting until an emergency arises almost guarantees that the plan will fail when needed the most. Estate Planning completed under duress can lead to unfavorable results. Read on to learn more.
READ MORE...It’s Better to Give Than to Receive
Most taxpayers understand that to receive the benefit of charitable deductions, they need to itemize their income tax deductions. However, in the wake of the pandemic, Congress passed legislation allowing even those who take the standard income tax deduction to benefit from a charitable income tax deduction. Read on to learn more.
READ MORE...Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
As fall turns into winter and the holiday season arrives, it’s natural to review the year, plan for the next, and count your blessings. One of the ways to plan for the next year, and perhaps to address some outstanding concerns in this one, is to consider making annual per donee exclusion gifts. This article will explore annual exclusion gifting and demonstrate how gifts of seemingly modest amounts can be a powerful estate planning tool. Read on to learn 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.
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 |
