
Why a Notary Isn’t Enough for a NY Codicil
A client recently came into my Manhattan office with her late father’s will. Tucked inside was a handwritten note, dated and signed, stating he wanted
Home » ESTATE PLANNING » Page 27

A client recently came into my Manhattan office with her late father’s will. Tucked inside was a handwritten note, dated and signed, stating he wanted

I often meet with families who believe their situation is straightforward. A paid-off home, retirement accounts, two grown children who get along. “Just split it

A family in Brooklyn finds their mother’s last will and testament. They read her final wishes, see who inherits, and assume the document is the

A client once came to my office after inheriting his mother’s Brooklyn brownstone—the house he grew up in. He assumed that because the house was

A family sits in their late mother’s apartment in Queens, the grief still raw. As they sort through her papers, a harsh reality emerges: her

A client once called me, deeply frustrated. His mother had passed away in her Manhattan apartment, leaving a clear will naming him as the executor.

A client sat across from me in my Manhattan office recently and, after we’d worked through the structure of a trust for his children, he

The phone rings. A close friend tells you his mother, who lived in the same Brooklyn home for 50 years, has passed away. You say

When a Manhattan family discovers their father signed an entirely new will mere weeks before his death, the initial grief often hardens into suspicion. If

I often sit with clients who have spent a lifetime building something—a family business in Brooklyn, a real estate portfolio, a significant collection of art.
A Manhattan family recently discovered the brutal mathematical reality of improper planning. After their father passed away, the executor gathered the assets—a primary residence, a

A son in Manhattan calls his sister on Long Island. Their father passed a month ago, and the son, named as executor, is handling the

I once worked with a family whose father had passed away in his Manhattan apartment. His will was clear, professionally drafted, and left no ambiguity
When a Brooklyn family discovers their late father’s estate plan consists of a sixty-dollar PDF printed from a website, the next nine months usually belong

When a Brooklyn family loses a parent who owned a Park Slope brownstone exclusively in his own name, the next nine to twelve months belong

A client came to our Manhattan office with papers from an online legal service. He was a successful entrepreneur, proud he had “handled” his estate

A family in Brooklyn inherits their father’s brownstone, his primary asset. They assume they can sell it and divide the proceeds, but they quickly discover

A week after his wife’s funeral, a client sat in his Manhattan apartment surrounded by flowers and sympathy cards. The words on the cards were
When a Brooklyn family presents a freshly printed, internet-generated will to the Surrogate’s Court, the clerk does not look at the elegant font or the

A client recently came to our Manhattan office with a box of his late father’s mail. He had been named executor of the will, proud

A family in Brooklyn recently came to my office, concerned about the trust their late mother had established. She had named a large bank as

When a client’s father passed away in his Brooklyn brownstone, the family found his will exactly where he said it would be. The document was
When an elderly parent goes into cardiac arrest in a Manhattan intensive care unit, the immediate instinct of the family is to demand doctors do

I often meet with families after a crisis. A father in Brooklyn has a fall, and suddenly his children face a long-term care facility bill

I recently met with a family from Brooklyn whose father had just passed away. He was a meticulous man who had, they thought, done everything

When a client walks into my office after being named executor in a parent’s will, their first question is almost always the same: “How long

I often meet with families after a loved one has passed. They arrive with a will, expecting a straightforward process. A recent case comes to

I often meet with families who assume a simple will is enough. Consider a client I advised last year: a couple with a paid-off brownstone

Imagine a client of ours from Brooklyn suffers a sudden stroke. She’s in the hospital, unable to speak or sign her name. Her mortgage payment

An elderly parent in Brooklyn suddenly has a new “best friend.” You notice they’re making unusual financial decisions—large withdrawals, changes to account beneficiaries—at the urging