
What We Mean By Estate Planning: A Founder’s View
A few years ago, a successful executive from Manhattan sat in my office. He had built a significant business from the ground up and was
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A few years ago, a successful executive from Manhattan sat in my office. He had built a significant business from the ground up and was
A widow in Brooklyn decides to sell the brownstone she and her husband purchased in 1982. Her husband passed away four years ago, and she

A woman from Park Slope calls our office. Her father passed away, and she was named the executor in his will. Now she holds a

A client came to my office with a trust document drafted years ago. It was thick, professionally bound, and looked impressive. He was proud of

When a Brooklyn family attempts to settle their late parents’ affairs, the process often grinds to a halt over a single missing document: the deed

I often get a call from the adult child of a recently deceased parent. After the initial shock and grief, the conversation inevitably turns to

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

A client once brought up the old rumor about Walt Disney being cryogenically frozen, asking if we could do something similar for his business—preserve it
When a Manhattan executive passes away leaving behind a downloaded internet will, the family often expects a swift transition of assets. Instead, they spend the

I once met with the children of a successful Brooklyn restaurant owner a few weeks after his funeral. He had a simple will from 20

I often meet with families in their newly purchased Brooklyn brownstone. They’ve done everything right—they’ve saved, they’ve invested, and now they have a significant, tangible

I often meet with couples who have spent decades building a life together. They share a home, bank accounts, and a vision for the future.

A client’s son recently sat in my Manhattan office, confused. “My mother had a will,” he said. “I thought that meant we were done.” He

At 2:00 a.m. in a Manhattan intensive care unit, a family’s dynamic is stripped down to its barest legal mechanics. An elderly parent has suffered
When a Manhattan family loses a parent, the initial grief is almost immediately interrupted by a cold, practical reality. A daughter finds her father’s will

I once met with the children of a successful Brooklyn business owner. Their father had a will, meticulously drafted a decade prior, and they assumed

Last month, a family from Brooklyn sat in my office with a will their father bought online for $99. It looked official enough. But someone

I recently met with the children of a successful Manhattan business owner who had passed away. Their father had a will—a very clear one—that left

I recently met with a brother and sister from Brooklyn. Their father, a retired professor, had started giving large sums of money to telemarketers and

An out-of-state daughter is named Executor of her mother’s will. She now faces the overwhelming task of emptying a lifetime of belongings from a Brooklyn
When a Brooklyn family loses a parent who executed a revocable trust, they often breathe a sigh of relief, assuming they have bypassed Surrogate’s Court

I recently took a call from a new client in Brooklyn. His mother had passed away, leaving him the family brownstone and a modest investment

A client once came to my office with what she thought was a simple plan. She owned a brownstone in Brooklyn, free and clear, and

Your mother named you as executor in her will. You believe you have a clear set of instructions. You take the original will and the
When a Manhattan family loses a parent who relied entirely on a simple will, the next nine to fifteen months belong to Surrogate’s Court. While

We live in a society where instant gratification is the norm, but when it comes to the probate process, patience is not just a virtue,
Three weeks after a parent’s funeral, a Manhattan family returns to the deceased’s apartment to find a mailbox jammed open with credit card offers, utility

A client’s daughter called me from Brooklyn last week. Her father had a major stroke, was unable to communicate, and the hospital was asking who

A couple I advised recently moved to Manhattan from California. After selling their business, they bought a brownstone in Brooklyn and titled it as “joint

A mother passes away in her Brooklyn brownstone. For years, she told her eldest daughter, “The house is yours. It’s in the trust, so you