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A son in Brooklyn calls my office. His mother recently passed, and her will contains a clause he’d never seen before. It says that if

A family from Brooklyn recently came into my office with their father’s last will. They were organized and ready to act, believing the document gave

A client came to me last month with what seemed like a simple plan. His daughter and her husband were ready to buy their first

A client recently came to our Manhattan office with two documents in her hand and a serious problem. Her father had suffered a stroke and

A client recently came to my office with what seemed like a simple plan. She and her husband, both in their late 70s, wanted to

Can Making A Gift Before Applying To Medicaid Save Assets? Understanding the Complexities of Medicaid Planning Introduction Medicaid is a vital government program that provides

A client recently came into our Madison Avenue office with what seemed like a simple request. He wanted to add his daughter’s name to the

A client came to my office after selling his successful Manhattan tech company. He was in his late fifties—his children in their early twenties. His

A few months ago, a client came to my Manhattan office with her late father’s will. He was a successful business owner in Queens, and

A client came to my office last month with a folder full of brokerage statements, property deeds, and a single question: “Where do I start?”

A client came to my office last year with a single, troubling piece of paper. Her father, a successful Brooklyn business owner, had downloaded a

When a Brooklyn family finally gets around to estate planning, the family home is usually the centerpiece of the conversation. I often see well-meaning parents

A son recently sat in my office, facing a problem he never anticipated. Years ago, his mother added him to the deed of her Queens

An adult son sits in my office, holding his mother’s original will. She lived in the same Brooklyn brownstone for fifty years, and he’s just

When a parent passes away in their home, the adult children are often left with a difficult question—what happens to the house? The will might

A client recently came to our Manhattan office asking for a “simple will.” He was a successful business owner, on his second marriage, with two

When a Manhattan executive decides to finally fund their revocable living trust, the impulse is often to sweep every existing account, deed, and policy into

I once sat with a client, a retired ferry captain who spent forty years on the waters around New York Harbor. After he signed the

A client from Manhattan recently sat in my office with a common, yet delicate, question. She wanted to name her son—the one who had been

A client sat in my Manhattan office last week with a goal I hear often. “Russel,” he said, “I want my daughter to have our