FEATURES & NEWS

An executor for a Westchester County estate recently called me, distressed. He had just received the first legal bill for his late mother’s probate, and

A client sat in my Manhattan office a few years ago, describing a painful situation. His father had recently passed away after a happy, decade-long

I once met with a family in Brooklyn whose late father, a successful small business owner, had done what he thought was the right thing.

I recently sat with a client, a successful business owner from Manhattan, who was certain about his estate plan. “It all goes to my son,”

When a Manhattan family loses a parent who relied solely on a basic will, the next nine to fourteen months belong to Surrogate’s Court. The

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

When a father in Queens passes away and the sibling living in the family home suddenly stops answering calls, the rest of the family is

It is 2:00 a.m. in a Manhattan intensive care unit, and the monitors are sounding an alarm. A father, admitted for a routine surgical complication,

A family in Queens recently came to our firm. Their father had passed, leaving what they thought was a straightforward will. They were named as

Last year, I sat across from the two adult children of a successful Manhattan business owner. Their father had passed away suddenly, and while he

The call often comes on a Tuesday afternoon. A relative informs you that a loved one has passed and that you’ve been named the executor

I once met with a 28-year-old software engineer from Manhattan who had significant stock options but no will. He believed estate planning was for his

A client called me last week from California. His uncle, a longtime resident of Manhattan, had passed away several months earlier. The cousin named as

A few years ago, a man walked into my office and placed a stained cocktail napkin on my desk. On it, in shaky handwriting, were

I once sat across from the widow of a successful dentist from Queens. Her husband had meticulously built a thriving practice over 30 years. It

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

When a loved one passes away in New York, the executor named in the will steps into a role of immense responsibility. Their first formal

I recently met with a widow from Brooklyn. Her husband had passed a few years prior, and her primary concern was the family’s three-story brownstone.

A client recently walked into my Manhattan office with a stack of papers from the Surrogate’s Court. His father had passed away, and he was

When a Long Island family loses a parent who spent their retirement in a local manufactured home community, the immediate focus is usually on clearing

Your father passes away in his Long Island home. Amid the grief are practical matters. The car he was so proud of—a paid-off sedan—sits in

The story has been around for decades: Walt Disney, cryogenically frozen, waiting for a future he could only imagine. It’s a myth. But the legend

A client recently came to our Manhattan office with a trust accounting from her late father’s estate. Her uncle, named as trustee, had paid himself

A client recently called me from her apartment in Brooklyn. Her aunt had passed away nearly a year ago, leaving a will that named her

A client recently came into my Manhattan office with a folder of notes from a financial celebrity’s TV show. At the top of the page,

When a Manhattan family loses a parent, their grief is often compounded by a surprising discovery. The will they hold, a document they assumed was