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
    • Estate Litigation
    • Estate Tax & Gift Figures
    • Family-Owned Businesses
    • Financial Planning Assistance
    • Immigration
    • Incapacity & Caregiver Support
    • IRA Inheritance Planning
    • Legacy Planning
    • LGBTQ Estate Planning
    • Medicaid & Elder Law Planning
    • Minor Children & Young Adult Planning
    • Pet Planning
    • Trust Administration and Probate
    • SECURE ACT
    • Special Needs Planning
    • Wills and Trusts
    • Estate Planning Services
  • 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      • Is Your Estate Plan Outdated?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
Legacy Wealth Planning Consultation Form
arrow_downward

Legacy Wealth Planning Consultation Form

  • MM slash DD slash YYYY
  • MM slash DD slash YYYY
  • MM slash DD slash YYYY
  • Children’s Full NamesGenderDate of BirthParent(s)Married (Y/N)Number of Grand Children 
  • What Really Matters to Me

    Please rate the following estate planning goals and concerns on a scale of 1 to 10. (1 being “not important at all” and 10 being “very important.”)

  • Please enter a number from 1 to 10.
  • Please enter a number from 1 to 10.
  • Please enter a number from 1 to 10.
  • Please enter a number from 1 to 10.
  • Please enter a number from 1 to 10.
  • Please enter a number from 1 to 10.
  • Please enter a number from 1 to 10.
  • Please enter a number from 1 to 10.
  • Please enter a number from 1 to 10.
  • Please enter a number from 1 to 10.
  • Please enter a number from 1 to 10.
  • Permission to Contact

    I authorize the law firm to occasionally mail, fax or email information to me. I understand that I can unsubscribe to communication from the firm at any time and I also understand that the law firm will not share or sell my contact information to anyone. I prefer to be contacted at the email address listed above.

  • Reset signature Signature locked. Reset to sign again
  • Reset signature Signature locked. Reset to sign again

  • 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.