FEATURES & NEWS

I once met with a family from Long Island whose father had passed away suddenly. He was a meticulous man who believed he had left

When a retired schoolteacher in Queens passes away, her children find a handwritten note in her desk drawer. It starts with “To whom it may

A couple I met with recently, successful founders of a Brooklyn-based design firm, looked at their net worth—roughly $20 million. They believed their estate was

I once worked with the family of a successful Manhattan restaurant owner. He had built a beloved neighborhood institution from the ground up over 30

A client came to our office after his father passed away in Brooklyn. A neighbor told him probate would automatically “take” ten percent of his

A few months ago, a client came to my Manhattan office with her late father’s will. He was a successful business owner in Queens, and

When a Brooklyn couple passes away without a will, leaving behind a fourteen-year-old daughter and a substantial life insurance policy, the money does not simply

A mother passes away in her Brooklyn brownstone. She leaves behind three adult children and a will that seems straightforward, naming her eldest son as

An executor in Brooklyn opens a safe deposit box and finds a stack of U.S. Savings Bonds issued in the 1990s, purchased by her late

I once met with a couple in Nassau County who had built a successful business from the ground up. They had a will they’d downloaded

A client’s father, a retired fire captain from Brooklyn, passed away last year. His will was clear: he left his entire estate to be divided

A client once sat in my Manhattan office and told me he wanted to leave his business—a portfolio of commercial properties—directly to his 19-year-old son

Can I Give My House to My Daughter and Keep Living In It? A client from Brooklyn recently sat in my office and asked a

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

It’s late January in New York. A trustee for a family trust discovers that a portfolio asset unexpectedly paid out a large capital gain on

I once worked with a family from Queens where the matriarch’s will was, on the surface, perfectly simple. She left her estate in equal shares

A client came to my office with a shoebox. Inside was a tangle of papers—a will from 1998, old bank statements, a car title, and

A few months ago, a new client sat in my office. His father, a lifelong Manhattan resident, had recently passed away, leaving behind what the

When a family from Brooklyn loses their matriarch, they often find her Last Will and Testament tucked away in a safe deposit box. There’s a

I recently sat with a client, a successful entrepreneur from Queens, who had finalized every part of her estate plan except one. We had structured

When a Brooklyn family loses a parent who relied on a generic, internet-printed document, the next eighteen months often belong to Surrogate’s Court. I see

When a Manhattan family clears out a deceased parent’s home office, they often discover a pristine, leather-bound portfolio embossed with the words “Revocable Living Trust.”

Months after a parent’s death, the final accounting of the estate arrives. For the family, the numbers don’t add up—morally, if not mathematically. The will,

A client recently came to our Manhattan office with a simple goal—to transfer his Brooklyn brownstone into a newly created family trust. “My son sent

A client will often sit across from me in my Manhattan office and say, “For my will, I’ll just name my brother as my executor.