Estate planning can feel overwhelming at first — unfamiliar statutes, competing priorities, and high stakes. Morgan Legal Group makes it straightforward. Attorney Russel Morgan, Esq. advises individuals and families across all of New York State: New York City, Long Island, Westchester, the Hudson Valley, and Upstate communities.
What to Expect at Your Consultation
A first meeting focuses on where you stand today and what a coordinated plan needs to accomplish. For most New Yorkers, a complete estate plan means four documents working together:
| Document | Governing Law | Primary Purpose |
|---|---|---|
| Will | EPTL §3-2.1 | Directs asset distribution; requires two witnesses |
| Revocable or Irrevocable Trust | EPTL Article 7 | Avoids probate; irrevocable trusts address tax & Medicaid |
| Durable Power of Attorney | GOL §5-1513 (2021 form) | Authorizes financial decisions if you are incapacitated |
| Health Care Proxy | NY Public Health Law Art. 29-C | Names an agent for medical decisions — separate from the POA |
If your estate may approach New York’s 2026 basic exclusion of $7,350,000 — or the hard cliff at $7,717,500 where the entire exemption is lost — early planning with an irrevocable trust strategy can be the difference between a significant tax bill and none at all.
Not sure where to start? Our NY statewide guide and estate planning overview explain the landscape in plain English.
Schedule a free 30-minute consultation →
Morgan Legal Group serves clients across New York State. No matter your county or courthouse, we handle the full picture — from a first will to multi-document tax-sensitive plans.
Further reading from Morgan Legal Group: the New York estate planning guide.