FEATURES & NEWS

A family in Brooklyn recently came to my office after their father passed away. He lived a modest life, and his entire estate consisted of

A client recently came into my office with what seemed like a simple request. He owned his Brooklyn home outright and wanted to add his

I often meet with new clients who believe a simple will is all the planning they need. They’ve signed a document, named an executor, and

The call I receive often comes a few months after the funeral. An executor, usually a son or daughter, is standing in the middle of

A client recently came into my office holding his mother’s will and pointing to a single line. It named him “trustee” of her estate. His

A client from Manhattan sat in my office last week with a question I hear often. “My daughter is trying to buy her first apartment,”

A client from Brooklyn once sat in my office with her late mother’s will. It was simple, leaving the entire estate “to my beloved children,

A family in Brooklyn finds their mother’s last will and testament tucked away in her desk. There’s a sense of relief—she had a plan. They

I once met with a client whose father, a successful Manhattan business owner, had recently passed away. The father’s will was straightforward—he left his entire

A client recently came to our Manhattan office after his wife passed away. He was managing an overwhelming list of administrative tasks, and one of

A client of ours, a retired executive living on the Upper East Side, passed away last winter. His will was clear, his primary assets were

I’m often asked, “Can’t I just use a cheap online form for my will?” It’s a fair question in an age of digital convenience. But

A client recently came to our firm after relocating from Florida. He wanted to set up a “transfer-on-death deed” for his new apartment on the

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

I recently met with a family in Brooklyn who wanted to transfer their brownstone—a property they had owned for nearly 50 years—to their adult children.

A few years ago, the children of a successful Manhattan real estate developer came to my office. Their father had died suddenly, leaving behind a

A client recently came to our Manhattan office with a simple goal. He wanted to add his adult daughter to the deed of the family

A client sat in my Manhattan office last week, holding a page of notes. “Russel,” he said, “I’ve read about living trusts and revocable trusts

I once met with a family from Brooklyn whose father had passed away a year earlier. He had done what he thought was the right

An executor is appointed to manage a relative’s estate, centered on a Manhattan co-op. Inside is a lifetime of collected art, antique furniture, and first-edition

A client recently came into my Manhattan office with a will they’d purchased from a popular website. It seemed straightforward. It named their two children

I’ve sat with many families in our Manhattan office who arrive with a single document in hand: a parent’s will. They believe it’s the key

A client recently called me from his late father’s apartment in Queens. He had the death certificate, the will naming him as executor, and a

A client of ours, a retired executive from Manhattan, passed away with over two million frequent flyer miles in his account. His children, acting as

A business owner in Brooklyn downloads a will template for $99. He fills it out, signs it, and has his two adult children—his only heirs—sign