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A client from Manhattan sat in my office last month, proud he had set up and funded his revocable living trust. He did the work

A client recently came into our Manhattan office with a clear goal. “I have a will,” he said, “so my estate is all taken care

I’ve seen it happen more times than I can count. A family in Staten Island loses a parent, and in their grief, they discover there

A son calls my office from Brooklyn. His father passed away a month ago, and a will he’d never seen before has just surfaced. It

I often see this scenario play out. A mother in Brooklyn passes away, leaving her apartment and an investment portfolio. Her will names her daughter—who

A young couple I met with recently in our Manhattan office had just welcomed their first child. Their concern was direct: if something happened to

When a business owner I knew in Manhattan passed away suddenly, his family discovered he had a will and nothing more. They—and his business partners—spent

A client called me last week. His wife had been in a serious accident involving a commercial truck in Brooklyn, and his focus was entirely

A daughter in Brooklyn receives a probate citation in the mail. Inside is a copy of her father’s will, and her heart sinks. For decades,

A client once came to our firm with a will her father had created using a popular website. He was a savvy businessman from Long

An executor for a Manhattan co-op has just received the final appraisal report. The art, the brokerage account, the tangible property—everything has a value assigned

Two founders build a promising tech startup in a Manhattan loft. They incorporate, draft an operating agreement, and secure their first round of funding. Then,

Several years ago, I received a call from the adult children of a new client. Their father, a successful architect, had suffered a severe stroke

I recently sat with a couple from Brooklyn. They had two young children, a home, and retirement accounts. They believed they needed a “simple will.”

A client from Manhattan came to my office with a simple goal. He had built a successful business over 40 years and wanted to give

Five years ago, a Manhattan couple drafted a revocable living trust, funded it by transferring the deed to their Upper West Side co-op, and named

A client came to my Manhattan office with a common and thoughtful question. She had spent decades building a significant collection of Russian art and

A client once came into my Manhattan office with a document they’d downloaded from the internet. It was a template for a revocable living trust,

A client recently came to our Manhattan office after moving from Denver. He and his wife had drafted their wills with a Colorado attorney years

A client sat in my Manhattan office last week, wrestling with a decision that many parents face. He had three adult children. One, his daughter,

When a Brooklyn couple marries five years after one partner purchased a brownstone, the property title usually remains in the original buyer’s name. For a

A few years ago, the adult children of a new client found themselves locked out of their father’s life. After a sudden stroke left him

I often meet with couples who have built a significant life together in New York. They own a home, hold investment accounts, and have spent

A client recently came to our Manhattan office with a binder and a heavy sense of responsibility. Her father had passed away, and she was

I often meet with clients who believe a simple will is all the planning their family needs. A young executive in Manhattan, for example, recently