
A Long Island Estate Plan: A Family Stewardship Guide
I often meet families from Long Island who believe they have their affairs in order. They have a will—sometimes one they downloaded online, other times
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I often meet families from Long Island who believe they have their affairs in order. They have a will—sometimes one they downloaded online, other times

You’re sitting in the front pew of a funeral home in Brooklyn when the decedent’s eldest child leans over and whispers, “Will you say a

I’ve seen it happen more times than I can count. A family comes to my office after a loved one has passed, holding a will

The False Security of a Click-Through Will A client came to us after his father—a successful architect in Manhattan—passed away. The son brought in a
When a parent passes away in Manhattan with only a traditional will, the family quickly learns their grief must share space with bureaucracy. The nominated

The story of Walt Disney being cryogenically preserved is a myth. His death certificate confirms he was cremated two days after his death in 1966.

A client came to my office last month with a common, and very human, problem. She wanted to set aside a significant sum for her
When a family uncovers a parent’s will in a Brooklyn safe deposit box, the initial relief is usually short-lived. A will is not a bypass

I often meet with families in their newly purchased Brooklyn brownstone. They’ve done everything right—they’ve saved, they’ve invested, and now they have a significant, tangible

A son in Queens receives a call from his late mother’s attorney. The will she signed just three months before her death is entirely different

After a client’s father passed away in his Brooklyn home, the family was overwhelmed. Amid the grief and funeral arrangements, the mail continued to arrive.

Your father passed away in his Brooklyn home, and his car is still parked on the street. The insurance is about to lapse, and a

A client’s son recently called my office from Brooklyn. His mother had passed away, and he was trying to access her iCloud account to retrieve

A client sat across from my desk last Tuesday with a heavy binder holding a revocable living trust drafted in 2008. In the years since

A client from Queens recently came to my office with what he thought was a simple plan. “I want to sign the deed to my

Six months after your mother’s funeral, your brother starts calling. “Where’s the inheritance?” he asks. He thinks you’re dragging your feet as the executor of

The First Step After a Loved One’s Passing A client recently came to our Manhattan office holding his mother’s original will. He assumed that because

The calls from your mother’s neighbors on Long Island started a few months ago. Unpaid bills, missed appointments. Now, after a fall, her doctor is
When a Brooklyn family loses a parent who left behind nothing but a basic, self-drafted will, the next nine months belong to Surrogate’s Court. The

When the founder of a Manhattan logistics firm passes away unexpectedly, the next nine months are rarely spent mourning. They are spent scrambling. The family

A couple in Brooklyn owns their brownstone outright. They’ve spent 30 years paying it off, and it represents the bulk of their life’s work. Their
A husband and wife purchase a home in Brooklyn. Because the husband recently started a business and his income fluctuates, the mortgage broker suggests applying

I often sit with couples in our Manhattan office who have spent a lifetime building a life in their home—a Brooklyn brownstone, a house on

An elderly parent on Long Island begins making alarming financial decisions. Large, uncharacteristic checks are written to telemarketers. Bills pile up, unopened. A recent doctor’s

I often sit with new parents in our Manhattan office. They’ve just brought a child into the world, and for the first time, the future

A client recently came to our Manhattan office holding his mother’s original will. He believed that, as the named executor, he could simply take the

Introduction Medicaid is a vital government program that provides essential healthcare coverage for low-income individuals and families. However, qualifying for Medicaid benefits can be challenging,

I once had a client, a successful architect in Manhattan, whose son was a gifted musician but struggled with profound debt. The father was torn—he

Medicaid Planning – The Moral Aspect: An Insightful Exploration Medicaid planning, a crucial facet of elder law and estate planning, often stirs a significant ethical

I often meet families in the months after a parent has passed away. They come to my office with a will, believing it is the