FEATURES & NEWS

A client once came to my office after his mother passed away in Brooklyn. She had a small checking account—just enough to cover her funeral

A family in Brooklyn receives a formal notice from the Surrogate’s Court—a “Citation.” The document is dense with legal language, but the message is clear:

An investor spots a pre-war co-op on the Upper East Side listed as an “estate sale.” The price seems unusually low for the location, and

When a Manhattan family discovers their father’s will was drafted by a distant online service and lacks the strict witness attestations required by state law,

The call comes at an impossible hour. An accident, a sudden illness, an event that makes no sense. In an instant, a family’s world is

A family in Nassau County believes they are prepared. Their recently deceased father had a will, properly signed and witnessed. They assume the next step

Three weeks after their mother passes away, two siblings sit at a dining room table in Brooklyn opening a metal lockbox. Inside, tucked beneath decades

When a parent in Brooklyn passes away leaving only a will, their family’s life is put on hold. Their home, their bank accounts, their investments—everything

A client recently came into my Manhattan office with his will, drafted a decade ago. He was proud of it—it was clear, simple, and left

A call comes in from a son in Brooklyn. His mother has passed, and while going through her papers, he’s found a will in her

A client came to my Manhattan office last year with a will from an online template. He believed his affairs were in order. But the

A client calls us from Brooklyn. Her father passed away with a small bank account, a car, and some personal belongings. There was no real

A client recently came into our Madison Avenue office with a question I’m hearing more often. He had seen an advertisement for a service that

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

I once worked with a family in Brooklyn where two adult children were locked in a bitter dispute. Their father had passed away, and his

A client in Manhattan recently called me. His daughter is trying to buy her first apartment, and he wants to give her $250,000 for the

A family in Manhattan recently called my office. Their father had passed away, leaving a will that clearly named his eldest son as the executor.

The check arrives. It may be for six or even seven figures, the result of a long and harrowing civil lawsuit on behalf of a

A client—I’ll call her Sarah—came to my office a few months ago. Her father had recently passed away in Manhattan, leaving a will that was

When a Manhattan family loses a parent who relied entirely on a simple will, they often expect a quiet, immediate transition of the family brownstone

A client recently came to my Manhattan office with a thick binder containing a trust her parents created in 1995. It was a prudent move

A Manhattan father recently sat in our conference room, highly concerned that wiring his daughter a $60,000 down payment for her Brooklyn apartment would trigger

A young entrepreneur in Manhattan drafts her will using a popular website. For a small fee, she answers a few questions, and the software generates

An executor for a Brooklyn estate sits at their late mother’s kitchen table. In front of them are three piles of mail. The first contains

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

A client recently came to our Manhattan office. His mother had passed, leaving him the family brownstone in Brooklyn—her only significant asset. He was worried