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Tag Archives: living trusts

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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 »

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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 »