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A client came to me last week, a retired teacher from Queens. She’d saved diligently her entire life and owned her home outright. Her question

An entrepreneur I knew built a beloved Italian bakery in Brooklyn from the ground up. He worked 80-hour weeks for 30 years. When he died

A client from Brooklyn called me last month in a state of quiet panic. Her husband had just passed, and their bank had frozen their

I once worked with a family in Brooklyn where a father named his eldest son as trustee for his two younger siblings. The son, an

After a client’s father passed away in his Brooklyn home, the family was overwhelmed. Amid the grief and funeral arrangements, the mail continued to arrive.

An executor for a family in Brooklyn calls me. Her father passed away, and the will directs her to sell the family home. She’s ready

I once worked with a family whose patriarch, a successful Brooklyn business owner, passed away without a will. He had always intended to “get around

A client recently asked me, “If I put my Manhattan co-op into a revocable trust, do I still own it? Can I decide to sell

A few months ago, a tech executive came into our Manhattan office with a clear goal. He had created a revocable living trust online and

I often meet with families in our offices who have just bought their first home—a brownstone in Park Slope, a loft in Williamsburg. They have

When a Brooklyn couple unexpectedly passes away, leaving a $1.5 million life insurance policy directly to their fifteen-year-old daughter, the next several years belong to

I once worked with a family whose matriarch left her beloved Brooklyn brownstone outright and in equal shares to her three adult children. It was

A call comes in from a family in Brooklyn. Their aunt, the sole trustee of a trust established for them by their grandparents, passed away

A client came into our office last month with his mother’s will. He was shocked—the entire estate, including the family home in Brooklyn where he

A client came into my Manhattan office with a plan. He wanted to add his daughter to the deed of his Brooklyn brownstone, a property

I have seen families—loving families—torn apart by the question of what to do with a parent’s remains. A brother and sister in Queens recently spent

I recently met with a young couple in their early thirties from Brooklyn. They had just welcomed their first child and bought a condo. When

I often meet with families in the days after a loss, and they come to my office with a common, frustrating problem. The original Will

You receive a Citation from a New York Surrogate’s Court. A relative has passed away, their will has been submitted for probate, and you are

A son calls our office from Brooklyn. His mother passed away a few months ago, and he’s the sole heir named in her will. He

I recently met with a woman from Manhattan whose mother had just passed away. She was named the successor trustee of her mother’s revocable trust—a

An elderly mother in Manhattan, a widow for a decade, has always been fiercely independent. Lately, her children notice things are amiss. Bills are going