
Beyond the Will: The True Purpose of an Estate Plan
I once met with a family in Brooklyn whose father had recently passed away. They brought me his will—a document he’d carefully prepared years ago,
Home » godspeed

I once met with a family in Brooklyn whose father had recently passed away. They brought me his will—a document he’d carefully prepared years ago,

The Transfer of Home Ownership and Its Impact on Medicaid Eligibility Medicaid plays a crucial role in providing healthcare assistance to individuals and families with

A family in Brooklyn inherits a brownstone that’s been in the family for three generations. The will is twenty years old, one of the named

A client once came to our Manhattan office with two wills. The first was a meticulously drafted document from 2015, dividing his mother’s estate between

When a Manhattan family loses its patriarch, the grief is often compounded by a formal-looking document that arrives in the mail—a “Citation” from the New

A client came to my Manhattan office recently, deeply frustrated. His mother had passed away nine months prior, leaving a clear, well-drafted will. She named

A client recently came to my office with a common and frustrating problem. Her aunt, a lifelong resident of Brooklyn, had passed away. My client
When a Brooklyn family discovers their father’s ninety-nine-dollar internet will fails to meet the strict witness requirements of state law, the money saved upfront evaporates

A client’s father passed away in his Brooklyn home. The family, after a difficult week, found his will tucked away in a safe deposit box.

I once worked with a family in Brooklyn where three siblings were set to inherit their mother’s brownstone and her investment accounts. The will was

A client from Great Neck once told me, “I have a will, so my family is covered.” I have heard this from families across Long
When a grieving Manhattan family sits across from my desk holding a fifteen-page document drafted by a lawyer who “mostly does real estate,” I usually

When a Brooklyn family inherits a parent’s paid-off brownstone, a retirement account, and a stock portfolio, the first question they ask at our Madison Avenue

When a Brooklyn widow learns her husband passed away without a will, she almost always assumes the family home and bank accounts will seamlessly transfer

When a Long Island father leaves a two-million-dollar estate directly to his nineteen-year-old son, the law assumes that teenager is fully equipped to manage sudden

I once worked with a family whose father, a successful small business owner in Manhattan, passed away without a will. His adult children assumed they

A client sat across from me in my Manhattan office recently and, after we’d worked through the structure of a trust for his children, he

I once met with the children of a successful Manhattan entrepreneur a week after his funeral. He had built a remarkable manufacturing business from nothing.
Three siblings decide to sell their mother’s Brooklyn brownstone six months after her funeral. They have a willing buyer, an agreed-upon purchase price, and a
When a Manhattan business owner passes away leaving behind nothing but a two-page document downloaded from the internet, the next eighteen months belong to Surrogate’s

I recently met with a couple from Westchester who had spent 40 years building a life in their home. Their question was a common one.

A client recently came to my office after relocating from Texas. He had sold his home there and purchased a co-op on the Upper East
When a Manhattan couple leaves a multi-million dollar estate to a twenty-something child, the immediate concern in our office is rarely about estate taxes. The

A family we worked with from Manhattan faced a jarring reality as their son’s 18th birthday approached. For 17 years, they had managed his medical

I once worked with a family whose patriarch, a successful Brooklyn business owner, left his entire estate to his two children outright. His son, 26

A client came to our Manhattan office with a devastating problem. Her mother needed nursing home care, and the family was preparing a Medicaid application.

A family stands in the intensive care unit of a Long Island hospital, staring at a ventilator. The patriarch, who suffered a massive stroke two

A client sat in my Manhattan office last week, wrestling with a decision that many parents face. He had three adult children. One, his daughter,

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
An executor in Brooklyn opens a safety deposit box and finds a will drafted in 1994. It leaves half the estate to an estranged brother