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Tag Archives: retirement accounts


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 »

U.S. Supreme Court Decision Reinforces Importance of Updating Beneficiary Designations After Divorce

By Jeffrey R. Gottlieb |

It is not every day (or year) that the Supreme Court issues a decision impacting estate law.  They did, however, issue just such a decision yesterday (June 3) that serves as a good reminder for something that many probably already knew, but is worth reinforcing, and that is: you must change your beneficiary designations… Read More »