Estate planning sounds complicated — but it does not have to be. At Morgan Legal Group, attorney Russel Morgan, Esq. walks every New Yorker through the basics in plain English, whether you are just getting started or finally ready to get organized.
We serve clients statewide — NYC, Long Island, Westchester, the Hudson Valley, and Upstate New York. One call covers your whole picture.
What We Cover in a 101 Consultation
A complete New York estate plan coordinates four coordinated documents:
| Document | What it does | Key NY law |
|---|---|---|
| Will | Directs who gets your assets | EPTL §3-2.1 — two witnesses, signed at the end |
| Trust | Avoids probate; can protect assets or reduce taxes | EPTL Article 7 |
| Power of Attorney | Names someone to handle finances if you are incapacitated | GOL §5-1513 (2021 short form) |
| Health Care Proxy | Names someone to make medical decisions — separate from the POA | NY Public Health Law Art. 29-C |
Dying without a will means New York’s intestacy rules under EPTL Article 4 decide everything — not you.
If your estate may approach the 2026 NY exclusion of $7,350,000, ask us about the cliff rule: estates over 105% of the exclusion ($7,717,500) lose the entire exemption and are taxed from dollar one at rates up to 16%.
See our statewide guide and estate planning overview to learn more before your call.
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Have a question about your estate?
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