
When to Create Your First New York Estate Plan
A 32-year-old software engineer buys her first condo in Brooklyn. She has no spouse and no children. Does she need a will? Most people in
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A 32-year-old software engineer buys her first condo in Brooklyn. She has no spouse and no children. Does she need a will? Most people in
When a Brooklyn family loses the last surviving parent who owned the family home in their individual name, the immediate assumption is often that the

Three years after a parent passes away in Brooklyn, a surviving child decides to run a random search on the State Comptroller’s website. They type

An executor for her father’s estate in Queens recently called me. She had the will, the account numbers, and a lifetime of memories in the

When a Brooklyn family loses a parent, the immediate crisis is rarely the reading of the Will. It is the funeral director standing in the

An executor walks out of the Surrogate’s Court in Manhattan, Letters Testamentary in hand. This document is their official authority to act on behalf of

A client came to me last week with what he thought was a simple plan. “Russel,” he said, “I’m just going to sign the deed

When a parent suffers a stroke and requires permanent placement in a skilled nursing facility, the family’s immediate focus is entirely on physical recovery. But

When a business owner in Brooklyn dies unexpectedly, his two adult children are left with grief and an overwhelming responsibility. They know he owned his
When a Manhattan executive passes away leaving only a basic will, the next twelve to eighteen months of his family’s life belong to Surrogate’s Court.
When a Manhattan business owner dies without a trust, their family’s life can be put on hold for a year or more. I have seen

A client recently came to our Manhattan office distraught. Her father had passed away in Queens, leaving three adult children and a will that seemed

I once met with two brothers who had inherited their parents’ Brooklyn brownstone decades ago. For thirty years, they owned it together, paid the taxes

An 85-year-old father in Manhattan starts giving large sums of money to telemarketers. He forgets to pay his bills, and his home falls into disrepair.

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

I recently met with the adult children of a Brooklyn business owner. Their father, a prudent man, had diligently prepared a will, believing he had

An envelope arrives from the Queens Surrogate’s Court. Inside is a notice that you have been named the executor of your aunt’s estate. After the

When a Manhattan executive sits across from me to discuss protecting a seven-figure portfolio and a primary residence, they frequently open with the same statement:

Just last week, a client called me from his home in Brooklyn. We had drafted his will about four years ago—a solid plan that provided

A client once came to my office after his father, a successful Brooklyn business owner, died without a will. The father had always said, “You’re

I once met with the adult children of a successful Brooklyn business owner. Their father had passed away suddenly, leaving behind a brownstone, a brokerage

The story has been circulating for decades—that Walt Disney, the architect of a global empire, wasn’t cremated but cryogenically frozen, awaiting a future medical breakthrough.

When a Manhattan widow discovers her late husband left the entirety of his brokerage accounts to a business partner, the immediate grief is often compounded

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
A client came to us from Brooklyn recently. Her mother needed nursing home care and was in the middle of the Medicaid application process. The

When a business owner in Manhattan passes away with only a will, his family is often surprised to learn that their work is just beginning.

After a funeral service on Long Island, I watched a family gather. The legal documents—the will, the trust, the powers of attorney—were all in order,

A few years ago, a man came to our office with his mother’s will. It was a simple document, typed and signed, leaving her Brooklyn

A client came to my office a few years ago with a common problem. She was a widow in her late 70s, living in the
When a Brooklyn resident downloads a generic will template, signs it without the proper witnesses, and tucks it into a desk drawer, they believe they