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Tag Archives: estate planning

Moving

New State, New Estate Plan? Why a Review After Moving is a Good Idea

By Jeffrey R. Gottlieb |

We are a mobile society. More than 7 million Americans relocate to a new state each year. With an interstate move comes big changes — a new job (or retirement), new neighbors, a new drivers license. What about a new estate plan? One of the most common questions I hear — both from past… Read More »

Blended Family

Blended Families and the Accidental Disinheritance

By Jeffrey R. Gottlieb |

Robin Williams, Casey Kasem, Dennis Hopper, Tom Clancy, Gene Roddenberry and Audrey Hepburn. What do they all have in common? They all left blended families that found themselves in court battling each other over estate issues. These types of clashes are not unique to the rich and famous. By their very nature, blended families… Read More »

Timing

The Best Time To Create An Estate Plan Is When You Don’t Need It

By Jeffrey R. Gottlieb |

I recently had a few different people ask me the following: “Jeff, when is the best time to create an estate plan?” My inclination was to explain common triggers for creating (or updating) an estate plan — things like marriage or divorce, birth of a child or receiving an inheritance. But after looking at… Read More »

wrecking ball

5 Ways to Wreck a Good Estate Plan

By Jeffrey R. Gottlieb |

You’ve taken the important step of working with an estate planning attorney to create an estate plan tailored to your needs. Maybe you’ve created a trust, a will and powers of attorney. You feel a sense of peace of mind. And you should. Estate planning need not be on your mind on a daily… Read More »

filling out form

How to Prepare for Meeting with an Estate Planning Attorney

By Jeffrey R. Gottlieb |

You’ve decided that you want to create your estate plan. It’s a wise choice, and committing to the process is the first step. You want an effective and comprehensive estate plan that accomplishes your goals, but you’re busy so you want the process to be efficient. The key is preparation. Consider taking the following… Read More »

Conflict and Resolution

10 Estate Planning Steps to Avoid Family Inheritance Disputes

By Jeffrey R. Gottlieb |

In addition to representing trustees and executors named in estate plans that our firm has prepared, I also advise and represent clients in estate administration and litigation matters for estate plans that we did not create. While every family and estate plan is unique, when I review disputed or contested estate administration cases and… Read More »

Error

7 Basic Estate Planning Mistakes (to Avoid)

By Jeffrey R. Gottlieb |

Usually I prefer to advise people on positive steps to take, rather than mistakes to avoid.  I’m going to break that rule slightly in this post, which is adapted from a page that we used to have on our main website.  I think it makes more sense here instead, with links back to our… Read More »

GW WIll

Happy July 4th: Estate Planning, American Revolution Style

By Jeffrey R. Gottlieb |

Happy Independence Day from the Law Offices of Robert H. Glorch!  Whether you’re traveling, barbecuing or attending a festival or parade, we wish you a relaxing, happy and safe holiday weekend. When we think of the American Revolution we think of freedom.  At it’s heart, estate planning — managing and disposing of your property… Read More »

rip facebook

Introduction to Estate Planning for Digital Assets

By Jeffrey R. Gottlieb |

The topic of what happens with a person’s “digital assets” and accounts after death or disability has been the subject of increasing debate and importance over the past several years.  Facebook and Twitter, e-mail, iTunes, blogs, YouTube, Kindle books, websites, Flickr photos, Ebay businesses — the list goes on and is growing.  Our online… Read More »

safe_deposit

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 »