FEATURES & NEWS

A new client recently came to our Manhattan office with a will he’d downloaded from a website for $99. He was proud of his efficiency.

I recently sat with a client, a successful entrepreneur from Manhattan, who was creating a trust for her two young children. We had worked through

A client recently came to our Manhattan office after being appointed executor for his mother’s estate. He was dutifully paying the bills he knew about

A client from Queens recently came to my office with what he thought was a simple plan. “I want to sign the deed to my

Parents often ask me how they can treat their children fairly when their needs are so different. One child is heading to college, another is

The phone rings. A family member tells you that a loved one has passed—and that you have been named as the executor of their will.

I recently sat with a client from Brooklyn who was creating a trust for her two young children. We had worked through the asset allocation

An executor for a Brooklyn brownstone passes me a set of keys. Her recently deceased aunt lived there for fifty years, and the executor—her niece—is

A client recently came to our Manhattan office with a thick packet of papers from the Queens County Surrogate’s Court. Her father had passed away,

An investor spots a pre-war co-op on the Upper East Side listed as an “estate sale.” The price seems unusually low for the location, and

A few weeks ago, a client came to my office with a trust document prepared by their divorce attorney. On the surface, it seemed fine—it

When a young couple buys their first apartment in Manhattan, one of the last things on their minds is how the property deed is worded.

In 1877, Cornelius “the Commodore” Vanderbilt died as the wealthiest man in America. He left an estate worth an estimated $100 million—more than the entire

The keys to a parent’s home are in your hand. Inside are fifty years of memories, furniture, and personal effects. As the named executor of

A few weeks ago, I took a call from a man whose mother had just passed away in her Brooklyn home. He was certain she

An elderly parent in Brooklyn suddenly has a new “best friend.” You notice they’re making unusual financial decisions—large withdrawals, changes to account beneficiaries—at the urging

I often sit with families who have just received a difficult diagnosis or are facing a sudden change. The conversation quickly turns to the future.

A client recently called me from his late father’s apartment in Queens. He had the death certificate, the will naming him as executor, and a

A client once came to our Manhattan office with two wills. The first was a meticulously drafted document from 2015, dividing his mother’s estate between

A client recently came to our Manhattan office distraught. Her father had passed away in Queens, leaving three adult children and a will that seemed

An executor for a Brooklyn estate is preparing the final accounting. Everything seems to be in order—the brownstone is sold, the investment accounts are settled,

A few years ago, a successful entrepreneur from Manhattan came into my office with a will he’d drafted himself. On paper, it looked fine. It

A client called our Manhattan office after receiving a certified letter from a trust company she’d never heard of. It informed her she was a