An elderly mother in Brooklyn adds her eldest son to the deed of her brownstone. The understanding—spoken, but never written down—is that he will hold
A family in Brooklyn loses their father. Amid the grief, practical matters press in. The largest is sitting in the driveway—his car. The insurance payments
In the intricate web of estate planning, the question of whether one can transfer ownership of their home to their children to mitigate the burden
A client calls us from Brooklyn. Her father passed away with a small bank account, a car, and some personal belongings. There was no real
Your mother’s name is on the deed to the family home in Queens, but it’s also on a 30-year mortgage with ten years left. After
A client’s father passed away in his Manhattan apartment, leaving behind a carefully drafted will. His children, the named executors, prepared for a year-long process
A client recently came into our Manhattan office with a clear goal. “I have a will,” he said, “so my estate is all taken care
I once worked with the surviving spouse of a Brooklyn business owner. He passed away suddenly, without a will. He always assumed his wife would
A client came to my office last month, a successful surgeon who had just purchased a condominium in Manhattan. He was proud of the accomplishment,
When a Brooklyn family loses a parent, the immediate focus is rarely the late-model sedan sitting in the driveway. But within weeks, that vehicle becomes
A client recently came into my office with a stack of papers downloaded from the internet. It was a revocable living trust, dutifully signed and
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 from Brooklyn once sat in my office with her late mother’s will. It was simple, leaving the entire estate “to my beloved children,
Imagine your executor, years from now, standing in the Queens Surrogate’s Court with your will in hand. The document is clear, your intentions are laid
I recently met with the adult children of a former client. Their father had owned a successful contracting business in Nassau County and a family
I’ve seen it happen more than once. A family comes into our Manhattan office after a parent has passed away, holding a beautifully prepared trust
When a Brooklyn family sits down in our conference room to fund their revocable living trust, the final step usually involves signing a new deed.
A young entrepreneur in Brooklyn drafts her will using a popular online service. She answers the questions, names her brother as executor, and designates her
Every few years, an executive sits across the desk in our Madison Avenue office and asks a variation of the same question. Usually, it starts
A client’s father passes away in his Brooklyn home. The son finds a will, a deed to the house, and a few bank statements. The
I once met with the children of a successful Brooklyn business owner, just weeks after his funeral. They were reeling. Their father had remarried late
A client once came to my office deeply conflicted. His father had named him trustee of the family trust, a significant responsibility involving a Manhattan
An executor receives Letters Testamentary from the Surrogate’s Court and now holds the responsibility for a person’s entire financial life. The decedent—perhaps a parent or
When a Brooklyn father suffers a severe stroke and loses the ability to communicate, the next critical hours are dictated by paperwork he either did
A client from Brooklyn sat in my office last week, wrestling with a decision many parents face. His son is a successful accountant—organized, responsible, and
A client sat across from me in my Manhattan office a few years ago. He had built a significant business from the ground up and
Imagine an executor unlocking the door to a Manhattan co-op that has not been updated since 1982. The closets are bursting with vintage clothing, the
When an aging parent in Brooklyn suffers a severe stroke, the family usually discovers a brutal reality within the first thirty days: Medicare does not
Estate planning lawyer & Medicaid Estate lawyer handles archives like Medicaid. Medicaid is a government-funded healthcare program administered by the states. It gives financial aid
A client came to my office with a familiar problem. Her mother had passed away, leaving a Brooklyn brownstone to her and her two siblings.
