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I once worked with a family whose patriarch, a successful Brooklyn business owner, had left behind a meticulously drafted will. He thought he had done

I often meet with families in the days after a loss, and they come to my office with a common, frustrating problem. The original Will

An envelope arrives from the Kings County Surrogate’s Court. You’ve been named the executor of your mother’s estate in Brooklyn, and inside is a document

A family I met with recently was in shock. Their mother had named her brother—their uncle—as the executor of her Manhattan estate. They had assumed

I often meet new clients after a crisis. A business partner in Manhattan passes away with only a simple will, leaving the surviving partner and

A family in Brooklyn receives the first accounting from the executor of their father’s estate, and the number is a shock. They see fees for

A construction worker from Queens receives a seven-figure settlement after a fall on the job. The money is life-changing, intended to cover a lifetime of

I once worked with a family in Brooklyn where two siblings could not agree on who should deliver their father’s eulogy. One wanted a polished,

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.

I often meet clients who believe their assets are too straightforward for a will. Consider a young couple in Manhattan with a new baby, a

A client recently came to our Manhattan office holding his mother’s will. He was named the executor and believed he could settle her modest estate

A client recently came to our Manhattan office with what seemed like a simple plan. She wanted to place her Brooklyn brownstone—the home she’d lived

A family in Brooklyn receives a stack of official-looking documents from the Surrogate’s Court. They always assumed that when their father passed, his will would

I recently spoke with a man named as executor for his aunt’s estate in Brooklyn. He had just received the first invoice from the estate’s

I recently met with a family from Brooklyn whose father had suffered a severe stroke. He was a retired contractor who built a comfortable life—a

When a Manhattan business owner passes away leaving a will, his family cannot simply read the document and distribute the assets. They must instead begin

I’ve seen it happen. A carefully considered will, one that a Manhattan family spent months perfecting, arrives at the Surrogate’s Court only to face an

When a family from Brooklyn loses their matriarch, they often find her Last Will and Testament tucked away in a safe deposit box. There’s a

A new client recently sat in my Manhattan office with a familiar box of documents. His mother had passed, leaving behind a valid will, a

A client recently came into our Manhattan office with a revocable living trust he’d created online. He was proud of his foresight, believing he had

A son, a beneficiary of his late mother’s estate in Brooklyn, calls our office. He’s concerned the executor—his sister—is not communicating about the sale of

I’ve seen it happen more times than I can count. A family from Staten Island walks into my office after a parent has passed away.

A client once told me his three children were all smart and successful, so picking one to be his trustee would be simple. A year

I often meet with families after a loved one has passed. When the only planning document is a will, the first thing I have to

A family in Brooklyn watches as their late father’s estate sits in limbo. The executor, their uncle, was chosen years ago in a moment of

The First Step After a Loved One’s Passing A client recently came to our Manhattan office holding his mother’s original will. He assumed that because

A Will Is Private—Until It Isn’t A client recently called me with a common question. His estranged uncle, a longtime resident of Queens, had passed

A client recently came to our office after his mother passed away in Brooklyn. He had the original deed to her brownstone, a document from