Gershberg & Associates, LLC

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Estate Planning Reduces Stress During High Anxiety Times

October 20, 2021 by Richard Gershberg

Estate Planning Reduces Stress During High Anxiety Times

During times of high stress such as tragedy or emergency, we tend to feel helpless. This article explores how a comprehensive estate plan helps reduce anxiety in uncertain times. Read on to learn more. … [Read more...]

The Other Side of the Unauthorized Practice of Law

October 15, 2021 by Richard Gershberg

The Other Side of the Unauthorized Practice of Law

What happens when an individual who is not licensed to practice law provides advice to an individual – does the quality of the advice matter if the individual is unlicensed? This article explores the unauthorized practice of law and how it damages the legal profession. Read on to learn more. … [Read more...]

Here’s Why You Need a Financial Power of Attorney

September 28, 2021 by Richard Gershberg

Financial Power of Attorney: Here's Why You Need One

Have you considered executing a financial power of attorney? Do you have questions about its necessity? A financial POA is an estate planning tool that everyone should consider. Such enables you to name a person, your agent, to manage your finances if you’re unable to do so on your own. For … [Read more...]

It’s Important to Have a Coordinated Estate Plan

August 7, 2021 by Richard Gershberg

It’s Important to Have a Coordinated Estate Plan

There are many parts to an Estate Plan. The Revocable Trust is just one part. It’s important to coordinate the various parts of the Estate Plan. Read on to learn more. … [Read more...]

Roth IRAs Can Be a Great Planning Strategy: Advanced

July 31, 2021 by Richard Gershberg

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 the basics of Roth IRAs. Read on to learn more. … [Read more...]

Roth IRAs Can Be a Great Planning Strategy: Basics

July 1, 2021 by Richard Gershberg

Roth IRAs Can Be a Great Planning Strategy: Advanced

Roth IRAs can be a great planning strategy. They can save taxes and help in many ways. Read on to learn more. … [Read more...]

Trust Distribution Standards May Be Very Broad

July 1, 2021 by Richard Gershberg

Financial Power of Attorney: Here's Why You Need One

Trustee distribution standards could be very broad. “Health, education, maintenance, and support” is such a standard, which has its origin in tax regulations. Read on to learn more. … [Read more...]

Revocable Trusts Are Not Always Treated the Same as an Individual

May 1, 2021 by Richard Gershberg

Financial Power of Attorney: Here's Why You Need One

A revocable trust is treated the same as the individual for most purposes. But for some narrow purposes it can be treated differently. Read on to learn more. … [Read more...]

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Gershberg & Associates, LLC

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Gershberg & Associates, LLC
11419 Cronridge Drive, Suite 7
Owings Mills, MD 21117-6281
Phone: (410) 654-3850
Fax: (410) 654-3880

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Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
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Owings Mills Estate Planning Attorney Richard L. Gershberg is proud to serve the Owings Mills, Maryland and surrounding areas.

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