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I recently spoke with a woman whose uncle lived a solitary life in his Brooklyn brownstone. After years without contact, her repeated calls went unanswered,

A client recently called me from her late mother’s apartment in Brooklyn. As the named successor trustee, she had gone to the safe deposit box

A client came to our Manhattan office with papers from an online legal service. He was a successful entrepreneur, proud he had “handled” his estate

I once worked with a family whose father, a successful small business owner in Queens, had passed away suddenly. He was meticulous in his business

When a Manhattan father passes away unexpectedly, his children often assume they can easily access his daily checking account to cover immediate expenses like funeral

A couple in Brooklyn owns their brownstone outright. With retirement approaching, they want to give their daughter a head start in a difficult real estate

When a Manhattan family discovers their father’s declining memory has made it impossible for him to manage his financial affairs, they often assume his revocable

I often meet families in crisis. A loved one has passed away, and the executor—a child or surviving spouse—is trying to work with the attorney

I often meet with couples where one spouse turns to the other and says, “I want to provide for you, but I also need to

The call comes at an hour you don’t expect. A sibling, a parent, a business partner is suddenly gone. The first few days are a

A client recently asked me a question I’ve heard in different forms for decades: “Is it true about Walt Disney? And if it is, could

I recently met with a family from Queens whose father had passed away. He was a meticulous man, and his children were relieved to find

When a family member dies and another relative quietly takes control of the apartment and the bank accounts, the rest of the family is often

I recently sat with a client who owns a valuable brownstone in Brooklyn and holds a significant cash portfolio. She has two children: a successful

A client sat in my Manhattan office last week, his shoulders slumped. His father, a proud carpenter who had built his own home in Queens,

A client in Manhattan recently told me he had named his oldest son as the executor of his will. “It’s an honor,” he said. I

A family in Richmond County receives the news. Their father, a retired business owner, has passed away. The will, to their shock, leaves his entire

A client of ours, a retired executive from Manhattan, passed away with over two million frequent flyer miles in his account. His children, acting as

I once worked with the children of a successful Manhattan real estate developer who passed away with only a simple will. He left his entire

A client recently came to our Manhattan office with her late father’s will. He was a successful business owner, a meticulous man who, she thought,

A couple buys a home in Brooklyn in their twenties. Twenty years and a divorce later, one name must come off the deed. In another

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