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A client sat in my Manhattan office last week and asked the question I hear more than any other: “Russel, just give me a number.

When a Brooklyn family inherits a parent’s paid-off brownstone, a retirement account, and a stock portfolio, the first question they ask at our Madison Avenue

A client from Westchester called me recently. Her father had passed, and as the executor of his estate, she was cataloging his assets. Tucked inside

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

I once worked with a family where two siblings, standing in a funeral home in Brooklyn, were at a complete impasse. One insisted their father

I once met with a family in Brooklyn whose mother had passed away unexpectedly. Amid their grief, they faced a pressing, practical problem: what to

A family I spoke with recently was grieving the loss of their father, a longtime resident of Naples, Florida. His will was clear, his assets

I once met with a successful entrepreneur who built a significant manufacturing business from the ground up in Brooklyn. He proudly told me he had

A family in Brooklyn finds their father’s last will and testament tucked away in his desk. They read his wishes, see who is named executor,

I recently sat with a client who owns a pre-war co-op in Manhattan. His goal seemed simple: upon his death, he wanted his only daughter

A client recently came to our Manhattan office after her father passed away. She was named the executor in his will and went to his

Imagine your executor, years from now, standing in the Queens Surrogate’s Court with your will in hand. The document is clear, your intentions are laid

I once met with two siblings from Brooklyn who were about to spend tens of thousands of dollars fighting in Kings County Surrogate’s Court. The

An executor for a Manhattan estate recently called my office. Her late father’s will was straightforward—it divided his tangible property between his children. The problem

I often meet with families whose parents, living on a fixed income in a rapidly appreciating Brooklyn brownstone, are considering a reverse mortgage. They see

A client came to my office last month with what he thought was a simple plan. His mother, living in her paid-off Brooklyn home for

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

I once met with a family from Brooklyn whose matriarch had suffered a severe stroke. She was alive but unable to communicate, and she had

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

When a family in Queens spends three weeks clearing out their late parent’s attic, the most frantic phone call we receive is usually about a

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

A parent passes away in Brooklyn, leaving behind a will. The children, named as beneficiaries, call my office a week later asking a single, urgent

A family in Brooklyn gets the call no one is ever prepared for. Their mother has passed away. In the days that follow, between grief

A client in Brooklyn recently told me he had named his 15-year-old niece as the beneficiary of his life insurance policy. “I want to make

A client came to my office last month after her father passed away in Brooklyn. He owned his brownstone outright and had a small investment

A few years ago, a new client—the executor for his father’s estate—sat in my office, confident he had everything in order. His father, a successful