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Monthly Archives: May 2013

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Storage of Original Estate Planning Documents

By Jeffrey R. Gottlieb |

The world is becoming more digital and paperless.  Not paper-free, but paper-less.  I don’t know about you, but I much prefer digital access to my credit card statements, bank statements and the like, rather than file drawers full of documents.  Our office maintains and digitally backs up copies of past client files on our… Read More »

Will

You’re Named Executor. Now What? First Steps…

By Jeffrey R. Gottlieb |

You have recently attended or arranged for the funeral of a relative or close friend who has passed away in Illinois.  You find out that you have been named in the Will as executor of the estate.  Now what?  Where do you start?  Many individuals have no prior experience or knowledge about serving as… Read More »

Masswelcomemat

Welcome to our New Website and Blog!

By Jeffrey R. Gottlieb |

We have just completed a redesign of our website.  While we often received compliments on our website, it had been several years since the last redesign.  The editor interface was outdated and the site didn’t render well on mobile devices.  Of course, iPads didn’t even exist prior to this decade.  Imagine that!  Anyway, we… Read More »