Estate planning is not a checklist — it is a conversation about the people and things you care about most. When you sit down with Russel Morgan, Esq., we start with your family’s situation, not a template.
A complete New York estate plan coordinates four documents that protect you at every stage of life:
| Document | What It Does | Key NY Law |
|---|---|---|
| Will | Directs who inherits; two witnesses required | EPTL §3-2.1 |
| Trusts | Avoids probate; irrevocable trusts reduce taxes & protect against Medicaid look-back | EPTL Article 7 |
| Durable Power of Attorney | Names someone to manage your finances | GOL §5-1513 |
| Health Care Proxy | Names an agent for medical decisions | NY Public Health Law Art. 29-C |
Why Your Appointment Is Different Here
We serve families across all of New York — from Manhattan to Montauk, Westchester to the Hudson Valley, and across Upstate communities. Our statewide guide explains how NY rules apply wherever you live.
One detail that surprises many families: New York’s 2026 estate tax exemption is $7,350,000, but an estate even slightly above the 105% cliff ($7,717,500) is taxed on every dollar from the first. Early planning, coordinated with your NY estate tax guide, can prevent that outcome entirely.
Start with a 30-minute conversation. Book your appointment now — no obligation, no pressure, just clarity about your family’s next step.
Further reading from Morgan Legal Group: why estate planning is so important.