A client came to my office with a document printed from a popular legal website. For $299, they had created a revocable living trust, named
When a prominent figure passes away in Manhattan with an outdated estate plan, the details leak to the tabloids within days. We read about estranged
The False Security of a Click-Through Will A client came to us after his father—a successful architect in Manhattan—passed away. The son brought in a
When a parent in Brooklyn passes away without a will, their family’s grieving process is immediately interrupted by the Surrogate’s Court. Suddenly, a judge who
I often meet with families after a parent has passed away in their Brooklyn home. The children, now adults, grew up in that house and
I often sit down with families who have a will and believe their planning is complete. They’ve named an executor and listed who gets the
I often meet with parents who have done the responsible thing—they’ve bought life insurance and drafted a will. But when we look at the beneficiary
A young Army captain based at Fort Drum receives his first overseas deployment orders. His immediate thoughts are not on the mission ahead, but on
When a Manhattan family sells a third-generation manufacturing business for eight figures, the immediate instinct is often to divide the proceeds equally among the children.
I once worked with the family of a successful Manhattan art dealer. He had spent years meticulously crafting a revocable living trust, transferring ownership of
Every few years, an executive sits across the desk in our Madison Avenue office and asks a variation of the same question. Usually, it starts
A mother in Brooklyn passes away, leaving behind a brownstone, a savings account, and two adult children. She never wrote a will. Her children are
I once met with a couple who had spent 40 years building a successful manufacturing business in Brooklyn. They had a simple will leaving everything
A client recently came into our office. His mother had passed away in her Brooklyn brownstone, and he was named executor of her will. The
When a Manhattan family discovers their father’s declining memory has made it impossible for him to manage his financial affairs, they often assume his revocable
A client’s father passes away in his Brooklyn home. He was prudent, responsible, and left what everyone believed was a perfectly valid will. The family
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
A client sat in my office last month, head in his hands. His mother had passed, leaving a will that seemed clear. She had named
Last week, a client called me. He’s a sharp executive, a man who negotiates nine-figure deals from his Manhattan office without breaking a sweat. But
The call comes on a Tuesday morning. A friend, his voice hollow, tells you his wife is gone. An accident. A sudden illness. In that
A client from Queens recently came to my office with a familiar dilemma. “My brother is a good man,” he said, “but he can’t balance
A few months ago, a client sat in my Manhattan office. He had spent 30 years building a fund into a multi-billion-dollar enterprise, but his
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
A client’s father in Brooklyn downloaded a template online. He filled it out, signed it, and thought he had taken care of his family. He
An executive from our Manhattan office had a stroke during a business trip to Tokyo. Thousands of miles from home and unable to communicate, his
When a family in Brooklyn finds their mother’s will tucked away in a safe deposit box, the initial feeling is often relief. Here, in writing,
A client came to my office with a common but difficult problem. Years ago, he and his wife signed their Brooklyn home over to their
A man from Brooklyn calls my office. His mother recently passed, and her will names him as the executor. He’s organized, he’s diligent, and he
When a Brooklyn family unlocks a deceased parent’s safe deposit box and finds a will, the initial reaction is usually relief. That relief often evaporates
An executor for a family in Brooklyn receives our firm’s final invoice for administering her father’s estate. She’s relieved the Surrogate’s Court process is nearly
