
Five Rights That Define Your New York Estate Plan
I recently sat with a couple in their late 60s, a second marriage for both. He had built a successful business in Manhattan and wanted
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I recently sat with a couple in their late 60s, a second marriage for both. He had built a successful business in Manhattan and wanted

A family I met with recently was in shock. Their mother had named her brother—their uncle—as the executor of her Manhattan estate. They had assumed

When a Manhattan business owner passes away leaving a will, his family cannot simply read the document and distribute the assets. They must instead begin

A client recently sat in my Manhattan office with a difficult question. He wanted to name his sister as the trustee for his children’s inheritance.

A client recently came to me after her father passed away in Brooklyn. She was named executor of his will, a responsibility she took seriously.

I recently sat with a client, a successful entrepreneur from Manhattan, who was creating a trust for her two children. When we reached the section

An executor for a Brooklyn brownstone recently called my office. Her father had passed, leaving a home filled with sixty years of memories, art, and
When a Brooklyn family discovers their father died without a Will, the oldest sibling often assumes he is the “executor” by default. He heads to

An elderly parent passes away in Brooklyn, and their adult child, named as executor in the will, steps up to manage the estate. They take

A client recently came to our Manhattan office and said, “I just need a simple will. Nothing complicated. How much is it?” He was a

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.

When a Manhattan family discovers a signed, handwritten letter in their father’s desk detailing exactly who should inherit his bank accounts and real estate, they

Most people hear “trust fund” and picture mansions, yachts, and families with recognizable last names. A client once told me, “I’m a small business owner

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.
When a Manhattan couple leaves a multi-million dollar estate to a twenty-something child, the immediate concern in our office is rarely about estate taxes. The

A construction worker from Queens falls from a scaffold. After months of litigation, he receives a seven-figure settlement. To his family, it feels like they’ve

After finalizing a complex generational trust for a client, he leaned back in his chair in our Manhattan office and asked a question I don’t

A client came to our Manhattan office last year with a simple wish. His daughter had just given birth to his first grandchild, and he

I recently met with a family from Brooklyn whose father had just been diagnosed with a condition that would soon require full-time nursing care. They
Securing Your Legacy: The New York Living Trust Planning for your future and safeguarding your family’s inheritance involves making informed decisions about your assets. For

A son in Brooklyn calls me. His mother just passed away, and her will names him as the executor of her estate. He is still
When a Manhattan family loses a parent, the discovery of a neatly typed will in a desk drawer often brings a false sense of finality.

When a Brooklyn widow learns her husband passed away without a will, she almost always assumes the family home and bank accounts will seamlessly transfer

I often sit with clients who are about to entrust their life’s work to a single person—a sibling, a child, a close friend—who will serve

A client recently sat in my Manhattan office, holding the will that named her the executor of her father’s estate. She felt the weight of

A client once came to my office after her husband, a successful Brooklyn restaurant owner, died suddenly. He was in his early fifties and had

An official-looking envelope arrives from the New York County Surrogate’s Court. Inside is a citation naming you as the executor of your mother’s estate. You

A client once brought up the old rumor about Walt Disney being cryogenically frozen, asking if we could do something similar for his business—preserve it

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

A client recently came to our Manhattan office holding his late mother’s will. He was a dutiful son, named as executor, and assumed his next