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I received a call last week from a client in Manhattan. Her father had just passed away, and while she was still processing the loss,

A client recently came to our Manhattan office with a stack of documents from an online will-maker. He’d answered the questions and paid the fee,

A client once came to our Manhattan office with a difficult problem. Years ago, her parents had established a substantial trust for her brother, who

A client in Manhattan recently told me he had named his oldest son as the executor of his will. “It’s an honor,” he said. I

I recently met with three siblings from Brooklyn whose mother had passed away unexpectedly. They were grieving, but they also had a practical problem—no one

I recently spoke with a woman whose uncle lived a solitary life in his Brooklyn brownstone. After years without contact, her repeated calls went unanswered,

A client came to my office last month with what he thought was a simple plan. His mother, living in her paid-off Brooklyn home for

I often meet with families after a loved one has passed, and they come to my office with a shoebox of documents—a will, a few

A client from Manhattan calls me, holding his father’s will. He’s been named the executor, so he assumes he can start calling the bank and

I once met with the adult children of a recently deceased client from Brooklyn. Their father had remarried late in life, and his will was

I once met with a family in Brooklyn whose father had recently passed away. They brought me his will—a document he’d carefully prepared years ago,

A client who spent thirty years reforesting her property in the Hudson Valley recently asked me a straightforward question: “How do I make sure this

When a Manhattan daughter finally receives Letters Testamentary from Surrogate’s Court after months of waiting, her first stop is usually the bank. She brings the

Medicaid and Estate Planning Medicaid and Estate Planning in New York go hand in hand, especially for seniors and individuals seeking long-term care. This comprehensive

The call I dread receiving, but always take, came last Tuesday. A long-time client from Westchester had lost his mother. After expressing my sincere condolences,

An executor for his mother’s estate recently sat in my office. He had the will, the bank statements, and a lifetime of memories from her

I often sit with families in our Manhattan office who are surprised by the person named as executor in a loved one’s will. Sometimes it’s

A client in Manhattan recently called me. His daughter is trying to buy her first apartment, and he wants to give her $250,000 for the

I often sit with clients—successful entrepreneurs from Manhattan or families with generational property—who share a common goal. They want to transfer wealth to their children,

A family from Manhattan recently came to my office. Their father, a retired architect with a significant art collection and a West Village co-op, had

A client recently sat in my Manhattan office, the original copy of his mother’s will resting on the table between us. He had been named

When a Brooklyn father decides to “take his name off the house” and hand it over to his daughter, he usually assumes he is doing

A business owner in Brooklyn dies suddenly. He leaves behind a spouse, two children from a previous marriage, and a portfolio of real estate—but no

A family in Brooklyn calls my office. Their father recently passed, and they found his will tucked away in a desk drawer. It’s signed, dated,

When a client walks into our Manhattan office after losing a parent, they often bring a will and a simple question: “How long will this

A client came to my Manhattan office last month with what he thought was a simple plan. He wanted to give his son, a recent

A client recently came to our Manhattan office holding a will. His mother had just passed, and he was named the executor. “I have the