Gershberg & Associates, LLC

As I frequently remind my estate planning clients, divorce brings far-reaching consequences that extend well beyond the end of a marriage. While the emotional and financial strain is often immediate, the legal ripple effects can last for many years. One area that is frequently overlooked during this … [Read more...]

Establishing a well-structured estate plan is a meaningful step toward preserving your legacy and ensuring that your loved ones are protected. After the documents are signed and decisions are finalized, many of my clients wonder whether to keep the details of their plan confidential or share those … [Read more...]

As the end of the year approaches, I encourage everyone to take this opportunity to review their estate plans and make any necessary adjustments. The hustle and bustle of the holiday season and end-of-year financial planning can spur you to think about the future, making this an ideal moment to … [Read more...]

Many people begin the estate planning process by concentrating on what should happen to their property after they pass away, but long-term security requires more than deciding who receives specific assets. Protecting what you own during your lifetime is equally important. For this reason, I … [Read more...]

With Veterans Day still on our minds, we all have an opportunity to reflect on the unique challenges and responsibilities that come with military service. Members of the armed forces face risks and experiences that set them apart from civilians, making estate planning especially vital. In addition … [Read more...]

Preparing for your first consultation with an estate planning attorney can seem a bit overwhelming; however, it is also the first step toward securing your financial future and ensuring your wishes are honored. To help you get ready, allow me to offer some suggestions for how to prepare for your … [Read more...]

I frequently stress to clients that comprehensive estate planning involves more than just creating a Will or establishing a trust. One of the simplest ways to ensure that loved ones receive assets quickly is through a Payable on Death (POD) account because a POD account allows you to name a … [Read more...]

When I meet with clients, I stress to them that estate planning mistakes can be costly, both in terms of time and money. Working with an experienced estate planning attorney is the best way to ensure that your estate plan is free from mistakes and works as intended. Allow me to explain some common … [Read more...]

Most of the time, clients seek my advice and guidance regarding how to ensure that loved ones do receive assets from their estate after they pass away. Sometimes, however, I have a client who wants to ensure that someone does not receive an inheritance from their estate. You have an absolute right … [Read more...]

I am frequently asked to explain to clients that estate planning should be an ongoing process that evolves as you move through the different stages of your life. After all, the financial and personal concerns you have in your 20s will be vastly different from those you face in your thirties, … [Read more...]