FEATURES & NEWS

When a Manhattan family loses a parent who relied solely on a basic will, the next nine to fourteen months belong to Surrogate’s Court. The

I once met with a couple from Manhattan who had just signed their first wills. They were relieved, believing their planning was complete. They had

When a Manhattan executive sits across my desk and asks how to fund a trust for their own eventual reanimation, the conversation shifts quickly from

A new client sat in my Manhattan office last month, stunned. His mother had passed away with a valid will, but she never created a

I often get a call from a client standing in the doorway of a parent’s home for the first time after their death. They are

When siblings clear out a parent’s home in Brooklyn, they often find a metal lockbox tucked away in a closet. Inside, beneath birth certificates, expired

A client, a successful entrepreneur from Manhattan, once came to me with a dilemma. She had written a heartfelt letter to her brother, outlining her

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,

A client once came to our Manhattan office, deeply concerned. Her late husband, a successful executive, had changed his will shortly before his death, leaving

When you are named the executor of a loved one’s estate, you are handed a profound responsibility. Amidst the grief, you must become a steward—tasked

An executor in Queens is going through her late father’s effects. On his unlocked phone, she sees the Cash App icon. She knows he used

I once met with three siblings in my Manhattan office who had just spent a year fighting in Surrogate’s Court over their father’s business. He

Three weeks after a parent passes away in their Brooklyn home, the mailbox inevitably starts to overflow. Bank statements, property tax assessments, Medicare notices, and

A family from Long Island recently came to my office, concerned about their mother’s estate. They had filed her will with the Surrogate’s Court and

A client came to me last year with what he thought was a simple plan. He and his wife had owned their Brooklyn brownstone since

A client sat in my Manhattan office last week, his shoulders slumped. His father, a proud carpenter who had built his own home in Queens,

A few months ago, a man came to my office after his mother passed away in Brooklyn. She had left a will, and he was

I recently met with a family from Brooklyn whose father had just passed away. Within a week, his daughter began receiving calls from credit card

I once sat with a family in a hospital waiting room. Their father, a successful Manhattan real estate developer, was in a coma after a

A client recently brought me her father’s will. She pointed to a section outlining a trust for her children and asked, “We’re all set, right?

A client came into my office last month with a straightforward goal. She owns a brownstone in Brooklyn—the home she grew up in—and wants to

In December 1966, two days after his death, Walt Disney was cremated. His ashes were interred in a private family plot at Forest Lawn Memorial

A client sat in my Madison Avenue office last week, pointed to a line in his financial advisor’s report, and asked, “Russel, it says here