FEATURES & NEWS

A client called our Manhattan office after receiving a certified letter from a trust company she’d never heard of. It informed her she was a

An only child recently came to my office. Her mother, a widow who lived in the same Brooklyn home for fifty years, had just passed

Introduction Medicaid and home care services play a vital role in ensuring that seniors and individuals with disabilities can age gracefully in the comfort of

A client recently came to my Manhattan office with a simple plan. She wanted to give her son $250,000 to help him launch a business.

An executor for a Manhattan estate has just secured a new Employer Identification Number from the IRS. She knows the estate now functions as a

After a loved one passes in New York, family members often find themselves in a quiet room, holding a document they’ve never seen before. It

I once worked with the family of a successful artist who passed away unexpectedly in her Manhattan studio. She was unmarried, had no children, and

A business owner in Brooklyn downloads a will template for $99. He fills it out, signs it, and has his two adult children—his only heirs—sign

An executor has just been appointed for your father’s estate in Manhattan. You know you are a primary beneficiary of his will, but you also

When a Brooklyn family arrived at my office last November with their father’s printed will, they assumed the hard part was over. The document looked

A client once came to our Manhattan office with two wills. The first was a meticulously drafted document from 2015, dividing his mother’s estate between

A son calls my office from Brooklyn. His father passed away a month ago, and a will he’d never seen before has just surfaced. It

I once met with a family in Brooklyn whose father had done everything right—or so he thought. He had spent a considerable sum on a

I once worked with the family of a successful Brooklyn business owner who died unexpectedly. He had two children from a prior marriage and a

I once met with a surgeon from Brooklyn whose entire life’s work was at risk—not from a malpractice claim, but from a fender bender his

The call I receive often comes after a weekend of shock and grief. A client’s parent has passed away in their Manhattan apartment, and amidst

When a Manhattan business owner dies, his family often believes his meticulously drafted will is the final word. They’re surprised to learn it’s just the

Three siblings inherit a multi-family brownstone in Brooklyn. The parents who bought the building decades ago imagined it as an anchor of generational wealth, providing

I often see the consequences of inaction play out in Surrogate’s Court. A family from Nassau County loses a parent, the last surviving one. They

A client recently came to our Manhattan office after his wife passed away. He was managing an overwhelming list of administrative tasks, and one of

A client sat in my office last week with a question I hear often. He’d spent thirty years building a successful consulting practice here in

When a Manhattan couple sits across my desk, they almost always bring the same assumption to our first meeting. They have shared a checking account

A client once came to my Manhattan office having named his 14-year-old son as the direct beneficiary of a sizable investment account. He believed he

When a Queens family loses a parent, it often takes months to realize the deceased’s Honda Accord is still racking up insurance premiums in the

I once sat with a client, a retired shipping executive from Brooklyn, as he prepared to move into an assisted living facility. His children gathered,

Five years ago, a Manhattan couple drafted a revocable living trust, funded it by transferring the deed to their Upper West Side co-op, and named

I once worked with a family from Queens where the matriarch’s will was, on the surface, perfectly simple. She left her estate in equal shares