
What Belongs in a New York Will—And What Doesn’t
I once met with two siblings from Brooklyn who were about to spend tens of thousands of dollars fighting in Kings County Surrogate’s Court. The
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I once met with two siblings from Brooklyn who were about to spend tens of thousands of dollars fighting in Kings County Surrogate’s Court. The

When a family patriarch in Brooklyn passes away, his children often find themselves sitting around the dining room table, surrounded by stacks of papers. They
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

A family from Long Island called my office last week. Their father, a retired architect with early-onset Alzheimer’s, had begun making alarming financial decisions. He
When a Manhattan executive passes away, the family often expects a quiet, private transition of wealth. After all, the deceased spent months establishing a Revocable

I recently met with three siblings who had inherited their parents’ brownstone in Brooklyn. One lived in the city and wanted to keep the home.

I once met with the children of a successful Manhattan restaurant owner. Their father, a sharp and self-reliant man, had downloaded a will from the

When a family in Brooklyn finds their mother’s will tucked away in a safe deposit box, the initial feeling is often relief. Here, in writing,
When a Manhattan executive received a sudden phone call explaining she had inherited a commercial building in Queens from a distant uncle, her initial reaction

A father in Brooklyn wants to add his daughter to the deed of the family home. He downloads a quitclaim deed form, fills it out,

A family in Manhattan receives a formal notice from the Surrogate’s Court—a document called a Citation. Their mother has passed away, and her will has

A few years ago, a new client came to my Manhattan office with a thick, organized binder. On the spine, in gold letters, it read:

I once had a client whose family found themselves in a waiting room at a Manhattan hospital. Their father was unconscious after a sudden stroke,

When a Manhattan family loses a parent who left behind only a traditional will, they often expect a swift, quiet transfer of assets. Instead, they
When a Manhattan family loses a parent who held a mix of brokerage accounts, real estate, and business interests, the executor soon discovers that their

After a client passes, their spouse often brings a box of papers to our first meeting at my Manhattan office. Tucked inside, among the deeds

A client once came into my Manhattan office with a document they’d downloaded from the internet. It was a template for a revocable living trust,

A client recently sat in my office, the original copy of her mother’s will on the table between us. She had been named the executor,

I once worked with a family in Brooklyn where a father named his eldest son as trustee for his two younger siblings. The son, an

A few years ago, a family came to our firm after their mother passed away. They were preparing to sell her Brooklyn brownstone—the home she’d

A client from Brooklyn called me last month. Her brother had died suddenly, without a will, leaving behind a small business and two rental properties.
When siblings decide to transfer a Brooklyn brownstone out of a deceased parent’s name using a blank form downloaded from the internet, they usually assume

A client from Brooklyn called me last week. His aunt had passed away, and after a lengthy probate process, he finally received his share of

Three siblings inherit their parents’ Brooklyn brownstone. One wants to sell it immediately, another wants to rent it out for income, and the third wants

I recently met with a family whose father, a proud Brooklyn business owner, had passed away. He had downloaded a will from the internet, signed

A family in Nassau County recently lost their father. He was a prudent man who left a clear, well-drafted will naming his eldest son as

A few years ago, I sat with a couple who had added their only son to the deed of their Manhattan co-op. They thought it

A client recently sat in my Manhattan office, wrestling with a question that preoccupies many New Yorkers. His family had owned their Brooklyn brownstone since

A couple I advised recently moved to Manhattan from California. After selling their business, they bought a brownstone in Brooklyn and titled it as “joint

A family in Brooklyn receives a certified letter. Inside is a citation from the Kings County Surrogate’s Court and a copy of their father’s will—a