Estate planning is not about paperwork. It is about the people you love most. When you reach out to Morgan Legal Group, attorney Russel Morgan, Esq. takes the time to understand your family’s situation before recommending a single document.
What Happens When You Reach Out
Every consultation begins with listening. Russel Morgan reviews your goals and then explains how a coordinated New York estate plan works — because the real protection comes from all the pieces working together:
| Document | What It Does for Your Family | NY Law |
|---|---|---|
| Will | Directs who inherits; requires two witnesses (testator signs at the end) | EPTL §3-2.1 |
| Trust | Revocable trust avoids probate; irrevocable trust protects assets and addresses Medicaid’s 5-year look-back | EPTL Article 7 |
| Power of Attorney | Durable by default under the 2021 statutory short form; covers financial decisions | GOL §5-1513 |
| Health Care Proxy | Appoints someone to make medical decisions — separate from the financial POA | NY Public Health Law Art. 29-C |
If your estate may approach New York’s 2026 exclusion of $7,350,000 — or the cliff at $7,717,500 where the entire exemption is lost — strategic trust planning is essential. Our NY estate tax guide explains the cliff in plain language.
We serve families across the state — New York City, Long Island, Westchester, the Hudson Valley, and Upstate. See our statewide guide to learn what changes by region.
Schedule your free 30-minute consultation →
Further reading from Morgan Legal Group: the New York estate planning guide.