Most taxpayers understand that to receive the benefit of charitable deductions, they need to itemize... [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... [Read more...]
Should You Create a Special Needs Trust?
Do you have a loved one with special needs? Are you their primary caregiver? Are... [Read more...]
Living in a Digital World and the Importance of Planning for Cryptocurrency
Cryptocurrency has become increasingly popular as a form of investment in recent years. More and... [Read more...]
It Can Be Scary to Die Without an Estate Plan…the HORRORS of Intestacy
Many souls believe that if they lack means, they do not need an estate plan.... [Read more...]
Neither Age Nor Health Determines Whether You Need an Estate Plan
Most people associate Estate Planning with the elderly or very wealthy. This article explores situations... [Read more...]
Is Long Term Care Insurance a Necessity?
Regardless of your age or current health, you should not overlook your potential need for... [Read more...]
Should You Consider DIY Estate Planning?
DIY estate planning can be alluring to those who falsely believe they can save money... [Read more...]
Pet Trusts: Should You Consider One?
At Gershberg & Associates, LLC, our pets are an important part of our family. In... [Read more...]
Charitable Planning in Times of Crisis
During times of uncertainty, we tend to feel helpless. This article explores how charitable giving... [Read more...]
What Are Your Responsibilities as a Trustee?
Are you a Trustee or Successor Trustee? Do you expect to be one in the... [Read more...]
How Estate Planning Documents Help Prevent Elder Abuse
As loved ones and parents age, they become more vulnerable to fraudulent schemes. This article... [Read more...]
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