FEATURES & NEWS

An elderly mother living alone in her Brooklyn brownstone starts making mistakes. First, small things—unpaid utility bills, missed doctor’s appointments. Then, a large check is

A client once asked me if he could have his body cryogenically preserved like Walt Disney. It’s an urban legend—Disney was cremated in 1966. But

A client once came to our Manhattan office with a single, handwritten page from his late father. It read, “I want my house held in

When a Manhattan family reads their father’s will and sees the eldest sibling named as executor, the immediate reaction is often relief. They assume the

When a Brooklyn family loses a parent who never drafted a will, grief is quickly compounded by a harsh legal reality. The brownstone they grew

I once sat with a family whose patriarch had spent 50 years building a formidable real estate portfolio in Brooklyn. His children, accomplished in their

A few years ago, we met with the adult children of a successful contractor from Suffolk County. Their father had built a significant business from

When a Brooklyn father of three dies suddenly without a will, his grieving widow often assumes she will automatically inherit everything. She takes his death

When‍ managing⁣ a trust, the importance ‍of​ selecting the right individual​ cannot⁢ be overstated. The⁤ responsibility of‌ overseeing and⁣ administering⁣ a trust ⁢requires ‌a keen⁣

A client recently came to our Manhattan office with a clear directive. “My neighbor put her brownstone in a trust to avoid probate,” she said,

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

When a parent’s will is challenged in a Manhattan Surrogate’s Court, everything stops. The family’s expectations are put on hold, replaced by the state’s rigid,

A client recently came to my Manhattan office after his mother passed. He was the executor of her estate, a role he took very seriously.

A family in Manhattan loses their father. He never remarried after his wife passed, but he had a devoted partner for fifteen years. He always

A Brooklyn family recently came to my office. The patriarch had passed away, leaving a straightforward will and three adult children. On the surface, the

A client recently came to my Manhattan office after his mother passed away. She had lived in the same Brooklyn brownstone for fifty years, and

I often sit with clients who have built a successful business from the ground up. Their first instinct is to name their eldest child as

After her aunt passed away, a client from Brooklyn called me. She and her aunt had been very close. For years, her aunt had said,

Clients often walk into my office with a question they’ve picked up from a financial blog or a relative in another state: “Can I use

When a family gathers at a funeral home in Brooklyn to make final arrangements for a parent, the conversation inevitably turns to cost. If the

An executor for a Brooklyn estate is preparing the final accounting. Everything seems to be in order—the brownstone is sold, the investment accounts are settled,

A family in Brooklyn watches as their late father’s estate sits in limbo. The executor, their uncle, was chosen years ago in a moment of

A Brooklyn family recently came to my office after their mother passed away. They had her will, signed and witnessed, and assumed the process would

The founder of a successful family business in Brooklyn passes away unexpectedly. His children, who have worked there for years, are prepared to take over.

A call I often receive starts with a crisis. A parent in Nassau County has had a fall or a stroke, and the family is