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A client—a son named as executor in his mother’s will—recently sat in my office after months of administering her estate in Brooklyn. He had spent

I recently sat with a client, a successful entrepreneur from Queens, who had finalized every part of her estate plan except one. We had structured

When a family patriarch passes away in his Todt Hill home, his children often believe his signed will is the final word. They expect a

When a parent passes away in Brooklyn, their children often find a Last Will and Testament in a safe deposit box and feel a sense

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’s father passes away in his Brooklyn apartment. He never wrote a will. The son, trying to do the right thing, goes to his

I once worked with a family whose father had passed away in Manhattan. His will was clear—it left his entire estate to be divided equally

When a Brooklyn family loses a parent who owned a Park Slope brownstone exclusively in his own name, the next nine to twelve months belong

A client came to my office last month, a successful entrepreneur from Manhattan with a growing logistics company. “Russel,” she said, “I want to put

I often meet with families in our Manhattan office who have owned the same home for 30 or 40 years. They bought a brownstone in

A family in Manhattan gathers after the passing of their father, a successful architect. When the will is presented, there is a collective, stunned silence.

An elderly mother in Queens adds her most attentive son to her primary checking account. Her thinking is practical—he can pay her bills if she

I often sit with clients who come to me after the fact. A recent case involved a family from Brooklyn. An elderly mother, wanting to

Your father named your brother as the executor of his will. Six months have passed since the funeral, and you’ve heard nothing but silence. You

Last year, we took a call from a family in Brooklyn. Their father had suffered a severe stroke and was unable to communicate. He had

A client recently came to my office with a common, yet complex, problem. He’s built a successful business here in Manhattan, but his two children

Your mother passed away in her Brooklyn apartment. She left no will, and her only assets are a small checking account and some personal belongings.

I once worked with a family whose father, a successful business owner in Brooklyn, passed away unexpectedly. He had built his company from nothing, always

A client once showed me his life insurance policy. He was a successful executive from Manhattan, meticulous in his work, and proud to have provided

I often meet with clients who have remarried. A common situation is a widower with two adult children who marries a woman with a child

It’s late January. A trustee is reviewing the annual statements for a family trust and discovers a large, unexpected capital gain was realized in late