FEATURES & NEWS

An unmarried couple buys their first condo together in Manhattan. Eager to build a life, they ask their real estate attorney to title the property

When a family in Manhattan loses a parent, the grief is overwhelming. If they then discover that parent died without a will, their grief is

A client from Queens sat in my office last week. He wanted to give his paid-off house to his daughter. “I want her to have

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

When it‍ comes to executing a will, choosing the right person for the job is ‌crucial. The role ​of an‌ executor is ⁢no small feat,

I once had a client, a newly appointed executor, call me the morning of a funeral. We had spent weeks reviewing the estate’s legal and

A family in Brooklyn recently came to my office, concerned about the trust their late mother had established. She had named a large bank as

A family from Brooklyn sat in my office last week after their father passed away. They had his will—a document he’d signed twenty years ago,

A client sat in my Madison Avenue office last week with a familiar problem. “I’ve built a successful business,” he said, “and I want my

When a Brooklyn family attempts to settle their late parents’ affairs, the process often grinds to a halt over a single missing document: the deed

An executor in Brooklyn is clearing out her father’s apartment and finds a file cabinet filled with a decade’s worth of Medicare Summary Notices. The

I once sat with a new client who had drafted his own will using a template he found online. He was proud of it. It

A client’s daughter recently sat in my Manhattan office, overwhelmed. Her father had just passed away, leaving behind a brownstone in Brooklyn, a complex investment

An executor receives Letters Testamentary from the Surrogate’s Court and now holds the responsibility for a person’s entire financial life. The decedent—perhaps a parent or

When an elderly client passes away in Manhattan, their family often believes the will they hold is the final word. It’s a carefully drafted document,

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,

I often meet with families after a loved one has passed. Recently, a client—the eldest of three siblings from Brooklyn—came to my office. He had

A client—I’ll call her Sarah—came to my office a few months ago. Her father had recently passed away in Manhattan, leaving a will that was

A client sat in my office last month, holding a will signed by her late husband of thirty years. He had built a significant business

A client came to my office a few years ago in a state of quiet panic. Her new husband of three years had passed away

Is There an Inheritance Tax in New York? I often get calls from clients—executors of a parent’s estate—who are overwhelmed by the responsibility ahead of

I’ve seen it happen more than once in Brooklyn’s Surrogate’s Court. A family comes in with what they believe is a perfectly valid will, signed

A family in Queens gathers to read their father’s will. It seems straightforward—he left his home and investment accounts to his only son. But there

When a Brooklyn family discovers their recently deceased father left behind forty thousand dollars in credit card balances and a maxed-out home equity line, the

The owner of a successful consulting firm in Manhattan dies unexpectedly. He was the firm’s heart and soul—the lead generator, the key client relationship holder,

A woman from Brooklyn called my office last month. Her husband of thirty years had just passed away, and the will, executed a few weeks

A client came into my office last month, seven years after his divorce. His will, drafted when he was happily married, still named his ex-wife

Three weeks after his father’s funeral, a client sorting through mail in a Manhattan apartment found a credit card offer addressed to the deceased. The