FEATURES & NEWS

A client came to our office recently, confused. His father, a lifelong Manhattan resident, had passed away, leaving a will that named my client as

I often meet families who believe a simple will is a complete estate plan. A recent case comes to mind—a couple from Long Island who

I once worked with a family in Queens whose patriarch had built a successful contracting business from the ground up. When he died suddenly, his

I often sit with young families in my Manhattan office who are drafting their first will. They’re usually focused on who will inherit their assets,

I recently met with a couple from Brooklyn who had spent 40 years working, saving, and paying off the mortgage on their brownstone. He was

Imagine a family matriarch in Brooklyn. She has three adult children and plans to leave them her brownstone and savings in equal shares. For decades,

I recently spoke with the adult children of a retired executive in Manhattan. Their father, a widower known for his sharp mind and prudent financial

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 came to my office last month with what he thought was a simple plan. His mother, living in her paid-off Brooklyn home for

A client’s niece recently called me from her late uncle’s apartment in Queens. She had been named the executor of his will. On the dining

I often meet with families after a crisis. A successful Brooklyn business owner suffers a stroke, but his power of attorney is a generic form

I’ve seen it happen more than once in Brooklyn’s Surrogate’s Court. A family comes in with what they believe is a perfectly valid will, signed

When a Brooklyn family loses a parent who never drafted a will, the next nine months belong to Surrogate’s Court. Suppose the deceased left behind

A client of ours, a retired executive in Manhattan, gave his son a substantial sum to help launch a new business. He made the gift

When a Brooklyn family attempts to settle their late parents’ affairs, the process often grinds to a halt over a single missing document: the deed

A client recently came to my office after purchasing a brownstone in Brooklyn. Having moved from Texas, where she had used a “Transfer on Death”

The call often comes on a Monday morning. A client’s parent passed away over the weekend, and now they sit at a kitchen table in

We had just finished signing a complex trust for a Manhattan executive. The documents were notarized, the asset schedules were complete, and the binders were

An executor is appointed for a parent’s estate in Brooklyn. The primary asset isn’t cash or stock—it’s the family home, a brownstone with decades of

I once met with the widow of a brilliant software developer. Her husband had built a successful tech company from their Manhattan apartment, but he

A couple in Manhattan spent 40 years in their co-op, their largest asset and the center of their family’s life. When the surviving spouse passed

A call from the hospital is a moment that changes everything. I’ve seen it happen to clients across New York—one minute, they’re planning a family

A client from Brooklyn sat in my office last month, determined to give her brownstone to her son. “I want to make it simple,” she

When a Manhattan daughter finally receives Letters Testamentary from Surrogate’s Court after months of waiting, her first stop is usually the bank. She brings the

A small business owner in Brooklyn passes away unexpectedly. He was divorced with two adult children and a long-term partner he never married. Critically, he

A client recently came to our Manhattan office holding Letters Testamentary from the Surrogate’s Court. He had been named the executor of his father’s estate