
The Case for Flat Fees in New York Estate Planning
A client sat across from me last week with a familiar concern. “I need to get this done for my family,” he said, “but I’ve
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A client sat across from me last week with a familiar concern. “I need to get this done for my family,” he said, “but I’ve

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.

A few years ago, I sat with a couple who had added their only son to the deed of their Manhattan co-op. They thought it
When a Long Island family loses a parent in late December, the next several months belong to the Surrogate’s Court. While the heirs wait for

I recently worked with a family whose matriarch had lived in the same Brooklyn brownstone for over 50 years. When she passed, her children—the executors—began

I often meet with couples where one spouse turns to the other and says, “I want to provide for you, but I also need to

A couple recently sat in my Manhattan office with a folder of financial statements and a will drafted over a decade ago. They believed their

A new executor walks out of the Kings County Surrogate’s Court holding Letters Testamentary. This document gives them legal authority over a loved one’s estate.

As a small business owner, it’s crucial to be aware of the legal pitfalls that can significantly impact the success and sustainability of your business.

A few years ago, a client came to our Manhattan office. Her husband had passed away nearly a decade earlier. She was now looking to

When a Long Island couple passes away in a sudden accident, leaving behind a ten-year-old child, the immediate aftermath is rarely as smooth as families

Just last week, I received a call from a client whose will we drafted over a decade ago. Since then, his eldest daughter had divorced,
When a grieving daughter in Brooklyn sits down to clear out her late father’s desk, the immediate focus is usually finding the will. Often, what

Your mother passed away in her Brooklyn apartment. She left no will, and her only assets are a small checking account and some personal belongings.

When a Brooklyn family loses a parent who left only a will, their next nine months—often longer—belong to the Kings County Surrogate’s Court. Every asset,

A client once came to my office after his father—a successful business owner in Brooklyn—passed away. The father had a simple will from 30 years

A client came to my office last month with a twenty-year-old will. When he first drafted it, he named his brother—then his business partner and

An executor for an estate in Brooklyn called me last week. While going through his late mother’s safe deposit box, he found a folder of

When a client walks into my office after being named executor in a parent’s will, their first question is almost always the same: “How long

A client recently came to our Manhattan office after his mother passed away in her Queens apartment. She didn’t own the apartment, had no will,

A few years ago, a family from Long Island came to my office. Their father, a passionate amateur photographer, had just passed away. He left

A client’s mother, living on the Upper East Side, recently had a stroke. Her daughter was her appointed agent under a durable Power of Attorney.

The envelope arrives from the New York County Surrogate’s Court. It looks official, and it is. Inside, a document called a “Citation” or a “Notice
When a Manhattan family unlocks a deceased parent’s safe deposit box and finds a neatly folded Last Will and Testament, they often assume the hard

A family I met with from Queens recently lost their father. In his desk, they found the deed to the family home—a document their parents

A client recently came to our Manhattan office after her father passed away in his Brooklyn apartment. He didn’t own the apartment, had no will,

A client came into my office last week with a plan. He owned a home in Brooklyn, free and clear, and had read online about

When a Manhattan family loses a parent who lived well but borrowed heavily, the grieving process is often interrupted by a harsh financial reality. Imagine

A few years ago, a family came into my Manhattan office with a letter. Their father had recently passed away, and while sorting through his

A family in Brooklyn receives the worst possible news. A loved one has died during an encounter with law enforcement, and in the shadow of