Gershberg & Associates, LLC

Gershberg & Associates, LLC Gershberg & Associates, LLC is a firm focusing on estate planning, probate, and trust administration.

A few weeks back, we had the privilege of visiting New Orleans and diving into some of the latest developments in ESTATE...
06/09/2026

A few weeks back, we had the privilege of visiting New Orleans and diving into some of the latest developments in ESTATE PLANNING, with a special focus on INHERITED IRAs and RETIREMENT ACCOUNTS .

The rules surrounding IRAs after death have changed significantly in recent years, and the impact on families can be substantial. These issues are often more complex than many people realize, which is why continuing education is so important.

Staying informed allows us to better serve our clients and help ensure their plans reflect current laws, changing regulations, and their long-term goals.

These conferences also provide something equally valuable: time for our team to learn together, exchange ideas, and strengthen the way we work with one another. Stepping away from the office to collaborate, problem solve, and grow professionally helps us return sharper, more efficient, and even better equipped to serve the families who place their trust in us.

Learning never stops when it comes to protecting the people and assets that matter most.





Marriage equality created important legal protections for many LGBTQIA+ couples, but thoughtful estate planning is still...
06/03/2026

Marriage equality created important legal protections for many LGBTQIA+ couples, but thoughtful estate planning is still essential to fully protect the people you love.

Every family deserves clarity, security, and peace of mind. A Last Will and Testament is especially important because it is the only legal document that allows you to name a guardian for minor children. This becomes even more critical in families where one parent is not a biological or adoptive parent.

Planning ahead also helps reduce uncertainty during emotionally difficult moments. Open communication, along with properly prepared legal documents, can help ensure your wishes are understood in the event of your death or incapacity.

Estate planning is not just about finances. It is about protecting your family, honoring your relationships, and making sure the people closest to you are cared for according to your wishes.

A thoughtful estate plan is about more than passing down wealth. It’s about protecting the people you love long after yo...
06/01/2026

A thoughtful estate plan is about more than passing down wealth. It’s about protecting the people you love long after you’re gone.

A big advantage of a trust is the ability to create staggered distributions, allowing beneficiaries to receive an inheritance gradually over time instead of all at once at a young age. This structure can encourage financial responsibility while helping preserve assets for the future.

Trusts can also offer an added layer of protection and privacy. Because they are administered outside of probate court, family finances remain confidential rather than becoming part of the public record. That privacy can help reduce conflict, outside interference, and the risk of financial exploitation.

A trust is not just a legal document. It’s a strategy for protecting your legacy, supporting future generations, and ensuring your wishes are carried out with care and intention.

FamilyLegacy

Thank you! 🙏🇺🇸
05/25/2026

Thank you! 🙏🇺🇸

In Maryland, you can legally create a pet trust to protect your animals if something happens to you.Instead of relying o...
04/14/2026

In Maryland, you can legally create a pet trust to protect your animals if something happens to you.

Instead of relying on someone’s goodwill, a pet trust lets you set aside funds, name a caregiver, and appoint someone to manage the money, with clear instructions for everything from daily routines to veterinary care.

It lasts for your pet’s lifetime and is legally enforceable, meaning someone can step in if your wishes aren’t followed or funds are misused. Courts can even adjust excessive funding to keep things reasonable.

It’s not just planning.

It’s real protection, accountability, and peace of mind for the life that depends on you.

After more than four decades in the practice of law, I have attended my share of conferences. Most focus on statutes, pr...
03/11/2026

After more than four decades in the practice of law, I have attended my share of conferences. Most focus on statutes, precedent, or the mechanics of practice. This recent gathering was different. The emphasis was not on being a better technician of the law, but on strengthening the mindset that allows lawyers to serve people well.

The discussions centered on leadership, listening, and the responsibility we carry as counselors. Building a strong team requires more than assigning tasks. It requires trust, clarity, and the willingness to truly hear the people around you. Listening is a skill that sharpens judgment, improves communication, and ultimately strengthens the advice we give our clients.

There was also a strong reminder that professional growth is inseparable from personal growth. Being a better lawyer begins with being a better person and a better leader. When we communicate clearly, support our teams, and approach problems thoughtfully, our clients benefit.

The conference reinforced a simple but powerful idea. Improvement is never finished. Experience does not excuse complacency. The most effective professionals continue to refine their craft and their character.

The question I brought home to myself, and now to my team, is straightforward: can we become one percent better every day? Small improvements, practiced consistently, compound into meaningful progress over time.

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It’s best practice to review your estate plan at least every five years, or any time something changes like the birth or...
03/06/2026

It’s best practice to review your estate plan at least every five years, or any time something changes like the birth or death of a child or grandchild, loss of a partner, or major financial change.

02/28/2026

📑 Essential Documents that Make Up a
Comprehensive Estate Plan📑

These seven documents form the backbone of a truly comprehensive estate plan, working together to protect your assets, your wishes, and the people you care about most. Each one serves a distinct purpose, from directing how your property is distributed to ensuring medical and financial decisions are handled by someone you trust if you cannot act for yourself. Without them, families are often left navigating courts, confusion, and unnecessary stress during already difficult times. Having these safeguards in place provides clarity, control, and peace of mind, offering protection and value that far exceed the effort it takes to put them together.

⚪️ Trust
⚪️ Pour Over Will
⚪️ Financial Power of Attorney
⚪️ Health Care Power of Attorney
⚪️ Advanced Directive
⚪️ HIPAA Authorization
⚪️ Certificate or Affidavit of Trust
⚪️ Funding Documents

A: Yes. You need a “Pour Over Will” to protect any assets that may not be in the Trust. That way your trust protects eve...
02/20/2026

A: Yes. You need a “Pour Over Will” to protect any assets that may not be in the Trust. That way your trust protects even those assets that were not in it at the time of your death.

It’s time for Q&A🌊We have had a wave of online questions that we’d love to bring to the table and answer for . Please s...
02/18/2026

It’s time for Q&A🌊
We have had a wave of online questions that we’d love to bring to the table and answer for . Please stay tuned for our next post as we embark on our Q&A series from most frequently asked questions.

Address

11419 Cronridge Drive, Suite 7
Owings Mills, MD
21117

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14106543850

Website

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