
Can You Use a Transfer-on-Death Deed in New York?
A client recently came to our firm after relocating from Florida. He wanted to set up a “transfer-on-death deed” for his new apartment on the
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A client recently came to our firm after relocating from Florida. He wanted to set up a “transfer-on-death deed” for his new apartment on the

A client from Brooklyn sat in my office last week with a common goal. She wanted to give her brownstone to her daughter but needed

A client from Queens recently called our office, confused. His mother had passed, leaving a will that clearly named him as the executor. Yet the

When a family member passes away, their original Last Will and Testament is the first document everyone looks for. Finding it brings a sense of

I recently met with a couple from Manhattan who had done everything “right.” They had a will, a power of attorney, and a healthcare proxy.

A client of mine from Brooklyn once described her son’s 18th birthday as the day she legally became a stranger to him. For years, she

I once met with two brothers who had inherited their parents’ Brooklyn brownstone decades ago. For thirty years, they owned it together, paid the taxes

When a family patriarch passes away on Long Island, his last will and testament is often the first document his children look for. They see
When a Brooklyn family loses a parent who never formalized a trust, the parting message is rarely one of peace. Instead of a quiet period

I recently met with the children of a former client, a successful architect from Brooklyn. Years ago, we had drafted a revocable living trust for

I often meet families after a crisis. I recently worked with the children of a successful Brooklyn business owner who had passed away. They found

When a Manhattan family recently cleared out their late mother’s apartment, they found a neatly handwritten letter tucked inside her desk. It detailed exactly who
When a Manhattan family discovers their deceased father held a significant portion of his wealth in cryptocurrency, the first question is rarely about estate taxes.

Your Executor: The First, Most Critical Choice A Manhattan client’s father passed away, leaving a well-drafted will. The problem was not the will—it was the

A client recently came into my office with what seemed like a simple request. He owned his Brooklyn home outright and wanted to add his

A family in Brooklyn Heights loses their matriarch. She was organized and prudent, and she left behind a detailed will. Her children, expecting a straightforward

When a Brooklyn homeowner dies unexpectedly, the immediate aftermath is rarely orderly. Out-of-town relatives arrive to a disorganized house, suddenly thrust into grief and administrative
Nine weeks after an executor submits a petition to the Kings County Surrogate’s Court, a notice arrives in the mail. The petition has been rejected.

A client once brought me his father’s will, a straightforward document leaving a valuable Brooklyn brownstone to him and his brother. On its face, it
When a Brooklyn family loses a parent, the first few weeks are a blur of funeral arrangements, arriving relatives, and the sudden realization that the

When a Manhattan business owner sits across from me at our conference table, the underlying tension rarely stems from the tax code. The real anxiety

After a loved one passes, the family gathers with an expectation shaped by countless films. They wait for an attorney to convene them in a

When a client’s father—a successful restaurateur in Manhattan—passed away, he left behind a simple will. He was brilliant with a balance sheet and assumed that
A Manhattan executive spends six months drafting a meticulous revocable living trust to keep her family out of the public eye and avoid probate. She

When a parent passes away in their home on Long Island, the family is left to manage not only their grief but also the tangible

A few months ago, a man came into my office with a will he’d created online for $99. He was proud of his thrift. He

I once met with a family from Brooklyn whose mother, a retired professor, had begun making alarming financial decisions. Large, uncharacteristic checks were being written

A family in Queens loses their mother. Her will leaves the family home—the one they grew up in—to her three children in equal shares. The

A client once came to my office after his mother passed away in Brooklyn. She had a small checking account—just enough to cover her funeral
A father in Brooklyn adds his eldest daughter to the deed of his two-family home, assuming this casual maneuver will help the family bypass Surrogate’s