FEATURES & NEWS

I often sit down with couples from across Long Island who believe they have their affairs in order. They own a home in Nassau County,

A couple recently sat in my Manhattan office with a folder of financial statements and a will drafted over a decade ago. They believed their

I recently spoke with a client whose father had passed away two years ago. The father named his oldest son—my client’s brother—as trustee for the

A diagnosis of dementia arrives without an appointment. For a family in Brooklyn, this news can turn their world upside down in an afternoon. They

A client recently came to my office with a thick binder and a worried look. His mother had passed, and the Richmond County Surrogate’s Court

When a Manhattan family loses a parent who left behind a primary residence, a brokerage account, and a perfectly drafted Last Will and Testament, they

A family patriarch from Brooklyn passes away. His grieving children begin settling his affairs. Then comes the shock: a new will, executed just weeks before

A son calls from Brooklyn. His mother passed away last week, and the funeral home is requesting payment. He assumed her estate would cover the

A construction worker falls from a scaffold in Brooklyn. The injuries are life-altering, and his family’s financial future now depends on a lawsuit that will

A family in Brooklyn receives a formal document from the Surrogate’s Court called a “Citation.” It names a recently deceased relative and instructs them to

A client recently called our firm. Her father, a lifelong Brooklyn resident, had passed away. He didn’t own a home or have complex investments—just a

A few years ago, a client came to our office with his late father’s trust document. He was 32, and the trust stipulated that he

A family in Manhattan finds their mother’s original will, carefully tucked away with her other important papers. They assume this document is the final word,

When a family in Manhattan loses a parent, their focus is on grief, not on the Surrogate’s Court at 31 Chambers Street. But if that

When a family patriarch passes away in his Todt Hill home, his children often believe his signed will is the final word. They expect a

I once met with a new client, a retired executive from Manhattan, who had done everything right—or so he thought. He had diligently created a

A client of mine, a retired executive in Manhattan, once faced a difficult situation. His wife, who had always managed their finances, suffered a stroke

A client once came to my office with an unusual problem. Her mother had just passed away, leaving her a substantial IRA. While grateful, my

A client’s daughter recently called my office. Her mother had passed away in Brooklyn, and she was named as the executor in the will. She

After a parent passes away in their Manhattan apartment, the children are often left with a painful task—sorting through a lifetime of belongings. But the

When a 45-year-old unmarried executive suddenly passes away in Manhattan, leaving behind a brownstone, a seven-figure brokerage account, and a partner of fifteen years, the

When a Brooklyn business owner passes away without an estate plan, their life’s work doesn’t transfer smoothly to their children. Instead, it becomes entangled in

A family I met with from Queens recently lost their father. In his desk, they found the deed to the family home—a document their parents

A client from Brooklyn called me last week. He’d recently finished a meticulous, multi-year restoration of his father’s 1967 Ford Mustang and wanted to ensure