Richard Gershberg

Mr. Gershberg, an active member of his community, is well aware of the growing importance of estate planning, and dedicates himself to informing the public of the need for careful attention to their specific situations Read More!

It’s Important to Have a Coordinated Estate Plan

There are many parts to an Estate Plan. The Revocable Trust is just one part.... [Read more...]

Roth IRAs Can Be a Great Planning Strategy: Advanced

This is the second in a two-part series on Roth IRAs. The first part reviewed... [Read more...]

Roth IRAs Can Be a Great Planning Strategy: Basics

Roth IRAs can be a great planning strategy. They can save taxes and help in... [Read more...]

Trust Distribution Standards May Be Very Broad

Trustee distribution standards could be very broad. “Health, education, maintenance, and support” is such a... [Read more...]

Revocable Trusts Are Not Always Treated the Same as an Individual

A revocable trust is treated the same as the individual for most purposes. But for... [Read more...]