Gershberg & Associates, LLC

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The Lessons from Lisa Marie

April 11, 2023 by Richard Gershberg

Regular readers of this blog often see articles regarding the latest celebrity whose death created a mess because their Estate Plan failed to properly protect the celebrity’s family and loved ones. It seems that an individual with fame and money could easily avoid that result; however, that’s not … [Read more...]

The Not-So Transparent Corporate Transparency Act

April 4, 2023 by Richard Gershberg

Estate Planning attorneys need to understand multiple issues ranging from taxes to asset protection to create a comprehensive estate plan. Passage of the Corporate Transparency Act adds yet another layer to the already complex world of Estate Planning. Beginning on January 1, 2024, any company that … [Read more...]

What Happens When You Don’t Trust Your Trustee – Part II

March 28, 2023 by Richard Gershberg

Trusts have become ubiquitous parts of estate plans. Many Estate Plans use revocable trusts as the foundation for the plan while others include irrevocable trusts. Regardless of the planning reason, every trust needs a trustee. The grantor may name the beneficiary as trustee, or the grantor may name … [Read more...]

What Happens When You Don’t Trust Your Trustee – Part I

March 21, 2023 by Richard Gershberg

Trusts have become ubiquitous parts of estate plans. Many Estate Plans use revocable trusts as the foundation for the plan while others include irrevocable trusts. Regardless of the planning reason, every trust needs a trustee. The grantor may name the beneficiary as trustee, or the grantor may name … [Read more...]

What You Need to Know About SECURE Act 2.0

March 14, 2023 by Richard Gershberg

IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the landscape for IRAs significantly. Just when advisors began to get comfortable with the new 10-year rule, the United States Treasury Department promulgated proposed Treasury Regulations early in 2022 adding … [Read more...]

The Importance of Having an Estate Plan

January 18, 2023 by Richard Gershberg

We all know that we should create an Estate Plan, yet so many of us procrastinate in undertaking such an important task. Creating an Estate Plan represents a simple, yet effective way to provide comfort and stability to your family upon your death by ensuring that your assets pass in the way that … [Read more...]

Tax Planning for 2023

January 11, 2023 by Richard Gershberg

Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2023 is just starting, it’s not too early to think about planning for whatever it may bring your way. Read on to learn more. … [Read more...]

Tis the Season for Giving

January 5, 2023 by Richard Gershberg

Most taxpayers understand that to receive the benefit of charitable deductions, they need to itemize their income tax deductions. Creating a charitable giving strategy can be a great way for taxpayers to save on taxes while benefiting their community. Certain techniques can be used in conjunction … [Read more...]

Common Mistakes in Estate Planning – Part V

January 5, 2023 by Richard Gershberg

Some individuals create a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power of Attorney, Living Will, Health Insurance Portability and Accountability Act Authorization Act and think that those documents alone constitute a complete Estate Plan that will protect their … [Read more...]

Common Mistakes in Estate Planning – IV

December 13, 2022 by Richard Gershberg

With the proliferation of the internet has come a plethora of websites claiming that individuals may take a “Do It Yourself” approach to Estate Planning. While individuals may think that a plan created by one of these companies will meet their needs and save them money, the opposite is true. These … [Read more...]

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Gershberg & Associates, LLC

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Gershberg & Associates, LLC
11419 Cronridge Drive, Suite 7
Owings Mills, MD 21117-6281
Phone: (410) 654-3850
Fax: (410) 654-3880

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Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 2:00 PM
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Owings Mills Estate Planning Attorney Richard L. Gershberg is proud to serve the Owings Mills, Maryland and surrounding areas.

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