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I often meet with the children of parents who bought a Brooklyn brownstone in the 1980s. They remember a childhood in a home that cost

I recently sat with a client who wanted to name her two adult children as co-executors of her will. It’s a common request, and the

Your mother named you as executor in her will. You believe you have a clear set of instructions. You take the original will and the

Transfer of Your Home and Medicaid Eligibility 2024 Transferring your home can have significant implications for your eligibility for Medicaid benefits in New York. Medicaid

A client from Brooklyn once sat in my office with her late mother’s will. It was simple, leaving the entire estate “to my beloved children,

When a client comes to me after a parent has passed away in Manhattan with only a simple will, they often expect a straightforward process.

An entrepreneur I represent recently closed on a commercial building in Manhattan. As we reviewed the closing documents, she pointed to the deed. “It says

An elderly parent passes away in Brooklyn, leaving behind a will, a paid-off home, and a modest bank account. The child named as executor looks

A client once came to my office after his father, a successful Brooklyn restaurant owner, died without a will. The father had always been clear

When a Long Island couple passes away in a sudden accident, leaving behind a ten-year-old child, the immediate aftermath is rarely as smooth as families

When a client’s mother passes away in her Brooklyn home, the family often finds her Last Will and Testament tucked away in a safe deposit

The call often comes at an inconvenient hour. A client’s mother has passed away in her Brooklyn home, and my client—named as the executor in

I once met with the adult children of a client who was in a hospital here in Manhattan. Their father had suffered a severe stroke,

Making Gifts Before Applying for Medicaid in New York: Asset Saving Strategies Medicaid is a vital program that provides healthcare coverage to individuals with limited

A client came to our Manhattan office with what she believed was a simple request. Her mother, in the same Brooklyn home for 40 years,

A client recently came into my office with a common question. She and her husband own a home in Westchester and have a respectable investment

A client recently came to our Manhattan office with his late father’s will. “We have this,” he said, placing the document on my desk, “so

A son in Nassau County gets a call. His mother had a fall, and while she’s not seriously injured, she can no longer live alone.

An aging parent in Brooklyn decides to save their children the hassle of Surrogate’s Court. They download a two-page form from the internet, sign it

An executor for a parent’s estate in Brooklyn receives a credit card statement in the mail, addressed to the deceased. The bill is for several

A client recently came to our Manhattan office with a thick binder. Her sister had named her as the successor trustee for a trust benefiting

When a Brooklyn family loses a thirty-five-year-old son unexpectedly, the grief is absolute. Within weeks, that grief is compounded by a cold bureaucratic reality: his

A client recently came to my office with a question I hear often. He’d seen online services offering a “complete estate plan” for a few

I’ve seen it happen more than once. A family comes to my office with a will their parent downloaded and signed at a local bank.