
Choosing Your Trustee: The 3 Cs of Stewardship
I recently sat with a client, a sharp entrepreneur from Brooklyn who built her company from the ground up. We were designing a trust to
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I recently sat with a client, a sharp entrepreneur from Brooklyn who built her company from the ground up. We were designing a trust to

A construction worker falls from a scaffold in Manhattan. After two years of litigation, a seven-figure settlement is finally reached. The family feels a wave

When a young Brooklyn family loses a parent who never drafted a will, the next several months belong entirely to the Surrogate’s Court. The children

A client of mine from Brooklyn Heights got the call every child dreads. His mother, a fiercely independent woman who had lived in the same

A family from Queens sat in my office last week, facing a situation I see far too often. Their mother had moved into a skilled

An elderly client’s daughter called my office in a panic. Her father had fallen in his Manhattan apartment and was unresponsive at the hospital. The

I often sit across the table from new clients who believe their planning is finished because they have a will. Perhaps they used an online

A Manhattan widow recently brought her late husband’s meticulously drafted will to my office. The document clearly divided his assets equally among his three children.

I once met with a family in Brooklyn whose late father, a successful small business owner, had done what he thought was the right thing.

The Main Ways to Pay for Long-Term Care Planning for long-term care is a critical aspect of ensuring that you or your loved ones receive

A grieving family gathers in a mahogany-paneled office in Manhattan. The attorney clears his throat, unseals a heavy envelope, and begins reading the deceased patriarch’s

When you are named the executor of a loved one’s estate, you are handed a profound responsibility. Amidst the grief, you must become a steward—tasked

I often meet families after a crisis. I recently worked with the children of a successful Brooklyn business owner who had passed away. They found

A client recently came to my office with a common but stressful problem. His mother had passed away, leaving him her house in Westchester. He

When a Brooklyn family loses a parent who relied on a generic, internet-printed document, the next eighteen months often belong to Surrogate’s Court. I see
When a Manhattan family unlocks a deceased parent’s safe deposit box and finds a neatly folded Last Will and Testament, they often assume the hard

A family in Brooklyn finds their mother’s last will and testament. They read her final wishes, see who inherits, and assume the document is the

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.”
When a Manhattan executive passes away leaving behind nothing but a generic will downloaded from the internet, the next nine months belong to Surrogate’s Court.
When a Brooklyn family loses a parent, the last thing they expect is to spend the next year acting as an amateur attorney. Yet, every

A client came to my office last week with a common concern. He had spent 40 years building a successful manufacturing business here in New

I recently met with a family whose father had a stroke. He was in a hospital in Manhattan, unable to communicate, and his children were

The phone rings a week after your mother’s funeral in Brooklyn. It’s not a condolence call. It’s a collection agency asking for payment on a
Picture a family sitting in a Surrogate’s Court waiting room. A Brooklyn son has just brought in his late mother’s original will. Years ago, she

A client recently came to our Manhattan office after her father passed away. She had his will, but she also had a stack of documents—deeds,

A grandparent in Queens passes away, leaving a loving gift of $100,000 in their will directly to a grandchild with a developmental disability. What seems

A client from Brooklyn called my office last week in a state of quiet panic. His father had recently passed away, and while the family

A construction worker from Queens falls from a scaffold, and after a long legal fight, he is awarded a significant settlement. For his family, the

I often sit with clients who have spent a lifetime building a business or stewarding a family fortune. Their concern is no longer about their

When a Manhattan family loses a parent who named their twelve-year-old daughter as the direct beneficiary of a two-million-dollar life insurance policy, they assume they