Gershberg & Associates, LLC

Attorneys and Counselors at Law

410-654-3850
  • Home
  • Who We Are
    • About Our Firm
    • Meet our Team
    • Speaker Connection
  • How We Can Help
    • Asset Protection and Business Planning
    • Legacy Planning
    • Estate Litigation
    • LGBTQ Estate Planning
    • Estate Planning Services
    • Medicaid & Elder Law Planning
    • Estate Tax & Gift Figures
    • Minor Children & Young Adult Planning
    • Family-Owned Businesses
    • Pet Planning
    • Financial Planning Assistance
    • SECURE ACT
    • Immigration
    • Special Needs Planning
    • Incapacity & Caregiver Support
    • Trust Administration and Probate
    • IRA Inheritance Planning
    • Wills and Trusts
  • Elder Law
    • Are You a Caregiver?
    • Coping With Alzheimer’s
    • Emergency Medicaid and Nursing Home Planning
    • Guardianship and Conservatorship
    • Hospice Care
    • Medicaid & Elder Law Planning
    • Veterans Pension Benefits
  • Resources
    • DocuBank
    • Elder Law Resources
      • Elder Law Reports
      • Elder Law & Medicaid Definitions
    • Estate Planning Resources
      • 3 Estate Planning Questions to Answer Today
      • Estate Planning Checkup
      • Estate Planning Definitions
      • Estate Planning Reports
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate and Legacy Planning Techniques
    • Frequently Asked Questions
      • Estate Planning
      • Families Without an Estate Plan
      • Incapacity Planning
      • LGBTQ Estate Planning
      • Probate
      • Trust Administration and Probate
    • LGBTQ Resources
    • Probate & Trust Administration Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • Loss of a Loved One
      • The Mourner’s Bill of Rights
      • Trust Administration & Probate Definitions
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
    • Special Needs Resources
  • Blog
  • Workshops
  • Contact Us
Blog
arrow_downward

Common Mistakes in Estate Planning – Part III

December 6, 2022 by Richard Gershberg

Those who take the time to create an Estate Plan usually desire to keep it private and to ensure that no beneficiary can alter the plan after their death. Sometimes, the desire to maintain privacy backfires and produces unanticipated consequences, such as litigation. Read on to learn more. … [Read more...]

Common Mistakes in Estate Planning – Part II

November 29, 2022 by Richard Gershberg

When people think about an Estate Plan, they often have tunnel vision and focus on just a few of the many considerations that influence the plan. Most individuals focus on their assets and figuring out to whom they want those assets to pass. While those things matter, thinking about the intended … [Read more...]

Common Mistakes in Estate Planning – Part I

November 22, 2022 by Richard Gershberg

Despite knowing that they should have an estate plan, many individuals look for shortcuts to creating an Estate Plan. They rely upon advice from seemingly well-intentioned individuals that if avoiding probate is their main goal and they don’t have a taxable estate, they need not seek out an attorney … [Read more...]

Lessons from Patagonia

November 15, 2022 by Richard Gershberg

Estate planning often encompasses, at least in part, business succession planning. Many individuals own family businesses with the idea of passing the business on to the next generation. Of course, the bigger the business, the more complex that endeavor becomes. Yvon Chouinard recently made … [Read more...]

Planning for the “Silver Tsunami”

November 8, 2022 by Richard Gershberg

As the population over the age of 65 continues to grow, unique problems arise. For example, many seniors may have never married, or outlived their spouse and lack confidence that someone will help them make financial and health decisions as it becomes more difficult or when they become … [Read more...]

Should I Co-Own Property with My Adult Child?

November 3, 2022 by Leigia Rosales

Avoiding probate is a common estate planning goal for good reason. Probate can be costly, both in terms of time and money and loss of privacy. One way to keep real property out of the probate process is to co-own the property with an adult child; however, you must create the right type of joint … [Read more...]

Discharge of Indebtedness Income and Student Loan Forgiveness

October 31, 2022 by Richard Gershberg

While many taxpayers may be excited about the prospect of reduced loan balances as part of Biden’s Loan Forgiveness Program, they may have questions about the potential tax consequences of that forgiveness. Under normal circumstances, creditors that discharge debt issue a corresponding Form 1099-C … [Read more...]

7 Ways An Estate Planning Attorney Can Help That May Surprise You

October 28, 2022 by Richard Gershberg

estate planning

When you think about the need for an estate planning attorney, you undoubtedly think about creating or revising an estate plan that determines how your estate assets are distributed after you are gone. While an estate planning attorney certainly can help you with that, there are numerous other ways … [Read more...]

More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation

October 25, 2022 by Richard Gershberg

When a famous individual dies, it’s always interesting to see how they set up their estate, if they bothered to undertake estate planning at all. These cases provide great lessons for Estate Planning practitioners both about what to do, as well as about what to avoid. In some cases, even when … [Read more...]

How Do I Title Thee…Part II

October 11, 2022 by Richard Gershberg

How Do I Title Thee…Part II

We often recommend a trust as part of a comprehensive Estate Plan. This article is the second in a two-part series that examines the effect that title has on an Estate Plan. The first step is understanding what forms of ownership your state recognizes and the potential benefits and detriments of … [Read more...]

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • …
  • 10
  • Next Page »
  • Disclaimer
  • Privacy Policy
  • Sitemap
  • Contact Us
Logo
  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • RSS
  • Twitter
  • YouTube

Owings Mills Estate Planning Attorney Richard L. Gershberg is proud to serve the Owings Mills, Maryland and surrounding areas.

© 2023 American Academy of Estate Planning Attorneys, Inc. All rights reserved.