
Your Eulogy and Your Estate Plan: The Final Story
I recently attended a funeral for the patriarch of a Manhattan family our firm has represented for decades. The eulogies were filled with stories of
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I recently attended a funeral for the patriarch of a Manhattan family our firm has represented for decades. The eulogies were filled with stories of

A few years ago, a client’s son called me from his late father’s apartment in Manhattan. He was holding two items—a beautifully bound last will

A few months ago, a man came into my Manhattan office. His wife of thirty years had just passed away without a will, and he

When a Manhattan business owner dies, his family often believes his meticulously drafted will is the final word. They’re surprised to learn it’s just the

A few months after her father’s death, a client from Brooklyn called my office in a panic. She had received a thick envelope from the

I once worked with a family whose patriarch had built a formidable real estate portfolio in Brooklyn over 50 years. His net worth was in

A client of mine, a successful entrepreneur, once bought her first significant piece of real estate—a brownstone in Brooklyn—entirely on her own. The deed listed

An individual I represent recently walked out of the Kings County Surrogate’s Court in Brooklyn holding a document called Letters Testamentary. The court had officially

A surgeon on Park Avenue builds a successful practice over 30 years. She’s proud of her work, but she also knows that one frivolous lawsuit—even

A client came to my office last month with what she thought was a simple plan. She wanted to give her Brooklyn brownstone—the home she’d

I often meet with families in our Manhattan office who have spent a lifetime building a business or curating a collection of assets. Their primary

I once met with two siblings in our Manhattan office. Their father had just passed away, and they were at a complete impasse. One insisted

Three siblings inherit their parents’ brownstone in Brooklyn. It’s been in the family for fifty years, free and clear of any mortgage. One sibling, who

A client from Brooklyn sat in my office last week with what she thought was a simple plan. “I want to give the house to

A client recently came to my office with a copy of his mother’s will. He was named executor, a role he was prepared to fill.

I once had a client, a successful architect in Manhattan, whose son was a gifted musician but struggled with profound debt. The father was torn—he

After a funeral service on Long Island, I watched a family gather. The legal documents—the will, the trust, the powers of attorney—were all in order,

A client once sat in my office, a successful tech founder with a portfolio that had grown faster than he could track. He wanted to

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
When a Brooklyn family loses a parent, the transition of wealth rarely resembles the cinematic trope of a lawyer reading a document to a gathered

A young couple sat in my office last week, ready to draft their first wills. Their main concern was clear: “We need to name a

A successful entrepreneur from Manhattan once handed me a will he’d signed nearly twenty years prior. In the intervening two decades, he had divorced, remarried,

The call that brings a family to our firm often starts the same way: “My mother’s will says one thing, but she always told me

A client recently sat in my Manhattan office and asked, “Russel, my will names an executor, but my trust names a trustee. I chose the

I once worked with a family whose patriarch had built a successful manufacturing business in Queens over 40 years. It was his life’s work and

When a New Yorker dies without a will, the State of New York and a Surrogate’s Court judge—strangers to the family—make the most personal decisions
When a Brooklyn family buries a parent on a Tuesday, the immediate grief is soon interrupted by a cold administrative reality on Thursday. The mortgage

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
Three siblings stand in their childhood home in Brooklyn, surrounded by fifty years of accumulated memories, and decide it is time to sell. They interview

The call usually comes from a hospital social worker. A client’s mother, living alone in her Brooklyn apartment, has had a serious fall. She’s stable,