FEATURES & NEWS

A client recently called me, celebrating the end of a 30-year mortgage on their family home. They had received a “satisfaction of mortgage” document from

A family in Brooklyn recently came to my office with their late father’s will. It was written in his own hand, clearly stated his wishes,

A Manhattan widow recently brought her late husband’s meticulously drafted will to my office. The document clearly divided his assets equally among his three children.

I once worked with the surviving co-founder of a successful Manhattan software company. His partner, a brilliant developer, had died suddenly. They had never signed

A couple from Nassau County sits in my office. Their mother, a widow who lived independently for years, has just been diagnosed with early-onset Alzheimer’s.

I often meet families for the first time after a crisis. A business owner from Long Island passes away unexpectedly, leaving behind a simple will

A client recently walked into my Manhattan office with a stack of papers from the Surrogate’s Court. His father had passed away, and he was

A client once came to our Manhattan office with a will they’d prepared themselves using a cheap online service. They were proud of their frugality.

I once worked with the family of a successful Manhattan restaurant owner. He was in his late 60s, vibrant, and still running the kitchen himself.

A family in Brooklyn finds their mother’s original Last Will and Testament in a safe deposit box. There’s a sense of relief—they believe her wishes

I recently met with a couple in Brooklyn. For forty years, they’ve lived in the same brownstone—it’s where they raised their children and now host

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

The story goes that Walt Disney, the master of animation, had his body cryogenically frozen, waiting for a future cure. It’s a compelling myth, but

A family in Brooklyn calls me. Their mother passed away nearly eighteen months ago, leaving the family home to her three children. One son, the

A construction worker from Queens falls from a scaffold, and after a long legal battle, he receives a seven-figure settlement. His personal injury attorney did

A couple I met with recently, successful founders of a Brooklyn-based design firm, looked at their net worth—roughly $20 million. They believed their estate was

A client sat in my Manhattan office last week after selling his family’s multi-generational manufacturing business. He had the final number on a piece of

A client recently came to my Manhattan office with her late father’s will. She was named as the executor, the person responsible for carrying out

A call comes in from a family in Brooklyn. Their aunt, the sole trustee of a trust established for them by their grandparents, passed away

A surgeon on Park Avenue builds a successful practice over 30 years. She’s proud of her work, but she also knows that one frivolous lawsuit—even

A few years ago, a family from Long Island came to my office. Their father, a passionate amateur photographer, had just passed away. He left

When a client dies without a will, their family often assumes they can simply choose someone to handle the estate. They believe that because they

A family from Queens sat in my office last week, facing a situation I see far too often. Their mother had moved into a skilled

A couple I worked with for years built a successful business in Manhattan. Their combined assets were north of $10 million. When the husband passed