
Estate Planning for Your Long Island Home & Family
I recently met with a Suffolk County couple who believed they had done everything right. They drafted a will twenty years ago when their first
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I recently met with a Suffolk County couple who believed they had done everything right. They drafted a will twenty years ago when their first

A client once brought me a document he believed was his will. It was written on a single page, unsigned, and simply said, “Everything to
A Brooklyn driveway often becomes the resting place for a vehicle no one knows how to handle after a parent dies. The family finds the
When a Manhattan business owner suffers a severe stroke without a valid statutory Power of Attorney in place, the family cannot simply step in to

A family in Brooklyn loses their father unexpectedly. He was the center of their lives, and he never wrote a will. Now, on top of

A client came to our Manhattan office with her late father’s will—a perfectly executed document from a decade prior. But stapled to the back was

The call I dread receiving, but always take, came last Tuesday. A long-time client from Westchester had lost his mother. After expressing my sincere condolences,

A family in Queens receives a seven-figure settlement after a devastating traffic accident. The money arrives, a result of a long and painful legal fight.

A client recently came to our office after his mother passed away in Brooklyn. He had the original deed to her brownstone, a document from

You are sitting at a dining room table in Brooklyn, sorting through a deceased parent’s mail. Amidst the sympathy cards sit three final credit card
When a family sits across from my Madison Avenue desk for the first time, they usually bring a manila folder filled with deeds, old life
When a Brooklyn family loses a parent unexpectedly, the surviving spouse often assumes the family home and bank accounts will simply transfer over to them.
When a Manhattan executive suffers a sudden stroke, his family often scrambles to find his Last Will and Testament. They tear through desk drawers and

I’ve sat with countless families from Nassau and Suffolk counties who believed they had their affairs in order. They had a will, signed and witnessed.

When a New Yorker dies without a will, the State of New York and a Surrogate’s Court judge—strangers to the family—make the most personal decisions

When a Long Island business owner passes away, their will doesn’t remain a private family document. Within weeks, it’s filed with the county Surrogate’s Court,

A son recently sat in my office with the deed to his late mother’s Brooklyn home. His name was on it, right next to hers.

A client recently sat in my office overlooking Madison Avenue, pointed to a thick binder of financial documents, and asked a question I hear almost

I recently sat with a client in our Manhattan office who had spent months organizing every financial detail of her life. She knew exactly which

I once met with a family from Queens whose patriarch had recently passed away. He had remarried years earlier and meticulously updated his will, leaving
A husband and wife purchase a home in Brooklyn. Because the husband recently started a business and his income fluctuates, the mortgage broker suggests applying
When a Manhattan executive suffers an unexpected medical emergency, the immediate crisis is physical. The secondary crisis—which often begins within forty-eight hours—is financial. Family members

When Cornelius Vanderbilt died in 1877, he was the wealthiest man in America. He left nearly 95% of his $100 million estate to a single

A week after his wife’s funeral, a client sat in his Manhattan apartment surrounded by flowers and sympathy cards. The words on the cards were
A family recently sat in my Madison Avenue office holding a beautifully bound, fifty-page revocable living trust. Their father paid an attorney a respectable fee

A call comes from a hospital in Manhattan. Your father has passed. Amid the grief, you find his will, and in it, your name next

When a Brooklyn family loses a parent who owned a mortgaged brownstone, grief is often interrupted by a jarring letter from a loan servicer. The

I recently met with a family whose patriarch, a successful Manhattan business owner, had passed away. His children brought me the will he had signed
Two sisters purchase a brownstone in Brooklyn. They put both of their names on the deed, assuming that if one of them passes away, the

A family in Brooklyn finds their mother’s will tucked away in a safe deposit box. They assume it’s a simple roadmap for distributing her assets,