Most people associate Estate Planning with the elderly or very wealthy. This article explores situations in which Estate Planning for the young and healthy is advisable. Read on to learn more. … [Read more...]
Should You Consider DIY Estate Planning?
DIY estate planning can be alluring to those who falsely believe they can save money and time by drafting their own estate plan, without engaging the help of an attorney. In many instances, “doing it yourself” makes sense, however, estate planning isn’t one of those instances There are too many … [Read more...]
Pet Trusts: Should You Consider One?
At Gershberg & Associates, LLC, our pets are an important part of our family. In fact, we’re so fond of our pets you will often find them visiting our office. If you have a pet, you want to be sure that it will continue to receive the best care possible in the event of your passing or … [Read more...]
Charitable Planning in Times of Crisis
During times of uncertainty, we tend to feel helpless. This article explores how charitable giving gives us a sense of purpose in trying times. Read on to learn more. … [Read more...]
What Are Your Responsibilities as a Trustee?
Are you a Trustee or Successor Trustee? Do you expect to be one in the Future? When you take on these responsibilities, it’s important that you know what you’re getting into. You don’t want to find yourself in a compromising position. Remember this: someone appointed you to act as their trustee … [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 explores how a solid estate plan can help protect the elderly from becoming victims. Read on to learn more. … [Read more...]
How Using Specific Bequests Could Cost Beneficiaries their Inheritance
Parents often decide to leave one child a specific asset and provide an equalizing cash bequest to the other. This article explores how specific bequests may provide unintended results. Read on to learn more. … [Read more...]
Estate Planning Questions Among First-Timers
One of the most common reasons our clients provide for putting off estate planning is that they just don’t want to think about the “what ifs.” At Gershberg and Associates, we know you don’t want to think about your death or incapacity, but we also know the benefits of an estate plan and the comfort … [Read more...]
The Best Times to Review Your Estate Plan
If you’ve executed an estate plan, don’t assume you are finished with the process. Circumstances change and as such, you should review your plan regularly and make changes to reflect your changing needs. Regular review is the best way to help ensure that your plan protects your loved ones and … [Read more...]
Changing Irrevocable Trusts Through Use of a Trust Protector
Advisors often include irrevocable trusts as part of a comprehensive estate plan to achieve both tax and non-tax goals. The use of irrevocable trusts can cause apprehension because of the perception that irrevocable trusts are inflexible in changing circumstances. This article explores how the use … [Read more...]
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