FEATURES & NEWS

A client recently came to our Manhattan office after her father passed away. She had his will, but she also had a stack of documents—deeds,

A client recently came to my office after relocating from Texas. He had sold his home there and purchased a co-op on the Upper East

A client recently sat in my Manhattan office, holding a deed from 1988 for a home she and her late husband bought in Brooklyn. His

The story of Walt Disney being cryogenically preserved is a myth. His death certificate confirms he was cremated two days after his death in 1966.

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

A family in Brooklyn finishes the long process of probating their mother’s will. The executor, following the decree from the Surrogate’s Court, has begun distributing

A family in Brooklyn receives a formal notice from the Kings County Surrogate’s Court. It’s called a “Citation,” and it informs them that their late

A client recently called my office in a panic. Her mother had just passed away in her Manhattan apartment, and my client, the named executor

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

Introduction Protecting assets is a crucial aspect of estate planning, ensuring that your hard-earned wealth is safeguarded for yourself and your loved ones. One powerful

A family in Manhattan finds their late father’s original Last Will and Testament in his desk drawer. They see he named his eldest daughter as

I recently met with three siblings in my Manhattan office. Their father, a lifelong Brooklyn resident, had passed away unexpectedly, and he had never written

A client came to my office last month after her father passed away in Brooklyn. He owned his brownstone outright and had a small investment

An entrepreneur I knew built a beloved Italian bakery in Brooklyn from the ground up. He worked 80-hour weeks for 30 years. When he died

A client came to my office last year, deed in hand. His mother had passed away, and as executor of her estate, he was preparing

A family in Brooklyn Heights loses a parent unexpectedly. Amid the grief, they discover there is no will, no trust—no instructions at all. Many people

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

When a Manhattan family loses a parent, the grief is immediate. But when the children discover the deceased left no liquid assets and the funeral

A family in Brooklyn recently came to my office, concerned about the trust their late mother had established. She had named a large bank as

I once worked with the family of a successful Manhattan art dealer. He had spent years meticulously crafting a revocable living trust, transferring ownership of

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

When a Manhattan widow walks into my office three weeks after her husband’s funeral, she often brings a shopping bag stuffed with unopened mail, life

A client recently came to my Manhattan office with a common family dilemma. Her father’s will named her brother as executor, but he lives in

I often see clients name a sibling or a close family friend as trustee, believing it’s an honor. They see it as a title. But