
Foundations of a New York Estate Plan
I’ve sat with too many families in our Manhattan office who arrive with a will their parent downloaded from the internet. They believe the hard
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I’ve sat with too many families in our Manhattan office who arrive with a will their parent downloaded from the internet. They believe the hard

A client recently came to me with a seemingly simple plan. He wanted to gift his daughter the family’s longtime apartment on the Upper East

A client from Manhattan sat in my office last week with a question I hear often. “My daughter is trying to buy her first apartment,”

A client came into our office last month with his mother’s will. It was simple and clear: her three children were to share her estate

I recently met with a family from Brooklyn whose matriarch was facing a difficult diagnosis. She had a will, which she believed was all she

A family in Suffolk County receives a formal notice from the Surrogate’s Court. Their father has passed away, and his will has been filed. One

When a parent in Brooklyn passes away leaving only a will, their family’s life is put on hold. Their home, their bank accounts, their investments—everything

I once worked with a family whose patriarch passed away at a Manhattan hospital. In the hours that followed, his two adult children stood divided.

When a family inherits a Brooklyn brownstone purchased by their parents in 1978 for $40,000, they rarely view themselves as heirs to a massive fortune.

A client once came to our Manhattan office with his late father’s will, a document signed and witnessed two decades prior. He believed his role

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

A few years ago, a woman came to our Manhattan office distraught. Her husband of nearly 40 years had passed away, and his will—drafted long

A Manhattan family loses their father. A few days after the funeral, they find his original will in a desk drawer. It names the eldest

I recently met with a client who runs a successful manufacturing business based in Queens. He came to our Manhattan office with a clear goal:

I often meet with families in Queens after a parent has died, and the first question is always the same: what happens to the house?

A family in Brooklyn finds their mother’s original will tucked away in a safe deposit box. They read it, see the clear instructions for who

A parent passes away in their home on Staten Island. In their desk drawer is a will, naming their eldest child as the executor. The

I once worked with the widow of a successful Brooklyn restaurant owner. He died suddenly, without a will. He always assumed she would inherit everything—the

I’ve seen it happen more times than I can count. A family from Staten Island walks into my office after a parent has passed away.

A client recently brought me his mother’s will, a document she had carefully signed in her Brooklyn home fifteen years ago. On paper, it was

A client from Brooklyn called me last week. He had read an article online about something called a “Transfer on Death” deed and wanted to

A family I spoke with recently was grieving the loss of their father, a longtime resident of Naples, Florida. His will was clear, his assets

A couple from Brooklyn sat in my office recently, confident they had their affairs in order. They had a will, properly signed and witnessed years
When a Manhattan surgeon faces a malpractice claim that exceeds their coverage limits, the first question they ask their attorney is usually about their trust.
When a Manhattan family discovers their father left behind a $2 million estate consisting mostly of a paid-off brownstone and some brokerage accounts, they usually

A brownstone in Park Slope. A stack of mail. A will that names you, the eldest child, as executor. The grief is still fresh, but
When a Brooklyn family pays off the mortgage on a multi-family brownstone after thirty years of labor, that property ceases to be just a building.

I often sit with clients who bring in a loved one’s will for the first time. They’ve read it, but they’re not sure what it

A client from Brooklyn called me last week. His mother had just passed, and a credit card company was already on the phone, demanding payment

An executor for her father’s estate recently sat in my office, frustrated. She had the will, the account statements, and a buyer for the family