Gershberg & Associates, LLC

Most of my clients incorporate at least one Power of Attorney in their estate plan. Given the versatile and practical nature of a Power of Attorney, you will likely execute one yourself or find yourself named as the Agent in one at some point in your life. While a Power of Attorney is a commonly … [Read more...]

When I talk to my clients about estate planning, I stress the importance of understanding the tax implications associated with every decision they make within their estate plan. Moreover, the tax implications may apply not only to them, but to their beneficiaries and surviving loved ones as well. … [Read more...]

Many of my clients view charitable giving as a fundamental aspect of their identity and the legacy they wish to leave behind. As an estate planning attorney, I assist them in integrating their philanthropic aspirations into their estate plans, aiming to fulfill their objectives while capitalizing on … [Read more...]

Deciding to use a trust to distribute most or all their estate assets is a common choice my clients make as their assets and families grow. One thing I stress to clients when making the change to a trust for asset distribution is the importance of adding a “Pour Over Will” to their estate plans when … [Read more...]

Most of the clients that I speak to acknowledge the general importance of having a comprehensive estate plan in place; however, those same people may not realize how their specific circumstances increase the importance of estate planning. For example, for my clients who are single parents, I often … [Read more...]

The nature of being an estate planning attorney means that I often work with clients who have recently lost their spouse. This is an emotionally challenging time and navigating the legal and practical issues that arise can feel overwhelming for someone whose spouse recently passed away. My goal is … [Read more...]

Creating a Well thought out estate plan is one of the most important steps you can take to protect your assets and loved ones. As an estate planning attorney, however, I have found that there are several common myths about estate planning that can lead to costly mistakes and undermine your overall … [Read more...]

Many of my clients are already part of a blended family or are contemplating the creation of a blended family. I stress to these clients that there are unique considerations involved in estate planning for blended families and thoughtful planning is essential to prevent misunderstandings, ensure all … [Read more...]

When I talk to my clients who are entrepreneurs, I stress that estate planning takes on unique importance because they are business owners.  After spending countless hours building and nurturing their business, their business is likely one of their most significant assets. Protecting that … [Read more...]