
Building a Deliberate New York Estate Plan
I often meet families in the months after a parent has passed away. They come to my office with a will, believing it is the
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I often meet families in the months after a parent has passed away. They come to my office with a will, believing it is the

I often meet families from Long Island who believe they have their affairs in order. They have a will—sometimes one they downloaded online, other times

A son in Brooklyn calls my office. His mother recently passed, and her will contains a clause he’d never seen before. It says that if

A family in Queens recently came to my office. Their mother had passed away, leaving the house they all grew up in. They had the

A construction worker from Brooklyn falls from a scaffold. After two years of litigation, his personal injury attorney secures a seven-figure settlement. The family breathes
When a Brooklyn business owner prepares to sell a company they spent forty years building, the tax projections can be sobering. Between federal capital gains

When an executor submits a will to the Surrogate’s Court in Brooklyn and the clerk notices a beneficiary’s name crossed out with a handwritten note

When a family in Queens loses a parent, the immediate focus is rarely on the driveway. Weeks later, an adult child inevitably finds the title

A family in Brooklyn loses their mother. Amid the grief, they discover she still owed nearly $250,000 on the brownstone she called home for forty

Your successor trustee—perhaps your eldest child or a sibling—walks into a bank to open an account for the trust you created. The branch manager asks

A client from Brooklyn called me last week. His mother had just passed, and a credit card company was already on the phone, demanding payment

When the owner of a Park Slope brownstone passes away with only a basic, decade-old will, their family’s life is put on hold. The next

A few years ago, a business owner from Manhattan came to us after his father passed away. His father, a successful man, had used an

A client recently came to our Manhattan office after his mother passed away. As executor, he was settling her affairs and distributing assets according to

A family in Brooklyn inherits a brownstone. Their father left a clear, well-written will, and they assume the transfer will be straightforward. They are surprised

Three siblings inherit their parents’ Brooklyn brownstone. Two, living out of state, want to sell it and use their inheritance to fund their own children’s

A family inherits their parents’ home in Brooklyn—a brownstone they’ve known their whole lives. They assume the process is simple. The will is clear, and

I once had a client from Long Island whose family spent nearly 18 months waiting for the Surrogate’s Court to settle his father’s estate. The

When a parent passes away, the person named as executor in the will is handed a new, demanding role—often while still grieving. You receive your

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 from Brooklyn recently sat in my office with a simple goal. She wanted to ensure her daughter would inherit the family brownstone, the

An adult child, recently named executor, stands in the doorway of their parents’ Manhattan apartment. Every room is filled with a lifetime of possessions—furniture, art,

I once met with a widow from Brooklyn whose late husband had done almost everything right. He had a will, a trust, and clear intentions

Your aunt named you as the executor of her will, a gesture you took as a great honor. But six months into administering her estate,

A diagnosis of early-onset Alzheimer’s arrives for a 72-year-old father in Brooklyn. His children, successful in their own right, are suddenly confronting questions they never

When a client passes away without a will, their family often assumes they will inherit everything. They are shocked to learn that New York State

A client recently came to our Manhattan office with her late father’s will. She had been named the executor, a role she was honored to

A client from Queens calls our office. He wants to add his daughter to the deed of the family home where she grew up. He’s

A client recently sat in my Manhattan office, holding a copy of her late father’s will. She believed her inheritance was straightforward—the family home in

A client recently came to my office with a common and painful problem. Her mother had passed away in Brooklyn, leaving a will that named