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
Imagine a family in Brooklyn. A father passes away without a formal will, leaving behind a paid-off home and several investment accounts. His eldest son
When an estranged father passes away in a Brooklyn nursing home leaving behind little more than a stack of medical bills, the surviving children are
A client came into my Manhattan office last week with a will she’d signed in 2012. In the years since, her husband had passed, a
The phone rings at 2:00 a.m. in a Brooklyn townhouse. A parent has passed away suddenly, leaving siblings scattered across the country scrambling to book
I often meet with the adult children of a family from Carroll Gardens or Park Slope. They sit in my office, holding a will their
A few years ago, a client’s son came to our office. His mother, living in a Brooklyn nursing home, had given him a durable power
When a Brooklyn family loses a parent who never signed a will, bureaucratic reality immediately interrupts the grieving process. The next nine to eighteen months
Imagine a Manhattan architect completes a major project for a client. The final invoice—a substantial one—is sent, but before it can be paid, the client
When a Manhattan family loses a parent, the grief is immediate. But when the children discover the deceased left no liquid assets and the funeral
Just last week, a client from Manhattan sat in my office and asked, “What about this seven-year rule I’ve read about? Can I give my
When an aging parent in Manhattan begins missing mortgage payments and forgetting bank passwords, the family often assumes they can simply step in and manage
A brownstone in Park Slope, a family business in Williamsburg, savings built over a lifetime. Without a deliberate plan, what happens to it all when
A client came to me last month with what seemed like a simple plan. His daughter and her husband were ready to buy their first
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
I recently sat with a client, the founder of a successful tech company based in Manhattan. She wanted to create a revocable living trust to
When a Brooklyn family loses a parent who tried to handle their own property transfers, the next year of their lives often belongs to Surrogate’s
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,
The scene is a classic. A family gathers in a dimly lit, wood-paneled office. A somber attorney sits behind a large mahogany desk, breaks the
I often sit with clients who have spent a lifetime building a business or stewarding a family fortune. Their concern is no longer about their
A client came to me last year after her father passed away in Brooklyn. He had a simple will, which he thought was enough. She
I often meet with business owners who have spent 30 years building a company from the ground up. They’ve accumulated significant personal assets, but one
A family in Brooklyn finds their father’s will tucked away in a safe deposit box. Relief washes over them. They believe this document is the
A client once came to our Manhattan office with a single sheet of notebook paper. It was found in her late father’s safe, written in
I often meet with clients who have been named as a trustee in a family member’s estate plan. They see it as an honor, a
I once worked with a family whose patriarch built a successful manufacturing business in Brooklyn. When he died, his children inherited a company worth millions—on
When a Queens family loses a father who never signed a will, the grief is quickly compounded by a harsh reality in Surrogate’s Court. If
A few years ago, a man walked into my office and placed a stained cocktail napkin on my desk. On it, in shaky handwriting, were
When two siblings inherit a multi-family home in Brooklyn and one decides to buy the other out, the conversation inevitably turns to the paperwork. People
When a Brooklyn family pays off the mortgage on a multi-family brownstone after thirty years of labor, that property ceases to be just a building.
