Estate planning does not have to be overwhelming. Whether you are making your first will or coordinating a full plan across multiple documents, Morgan Legal Group is here to walk you through every step — clearly and without unnecessary complexity.
What Your First Consultation Covers
A complete New York estate plan typically includes four coordinated documents. Here is what to expect us to discuss:
| Document | NY Law | What It Does |
|---|---|---|
| Will | EPTL §3-2.1 | Names your beneficiaries; requires two witnesses |
| Revocable or Irrevocable Trust | EPTL Article 7 | Avoids probate; irrevocable trusts can protect assets and address Medicaid’s 5-year look-back |
| Durable Power of Attorney | GOL §5-1513 | Covers financial decisions; durable by default under the 2021 statutory form |
| Health Care Proxy | NY Public Health Law Art. 29-C | Names an agent for medical decisions — separate from your financial POA |
If your estate may approach the 2026 New York exclusion of $7,350,000, we will also cover the cliff threshold at $7,717,500 — where an estate above that amount loses the entire exemption and is taxed from dollar one at rates of 3–16%.
Schedule Your Free 30-Minute Call
Book a consultation with Russel Morgan, Esq. →
Morgan Legal Group serves clients throughout New York State — including New York City, Long Island, Westchester, the Hudson Valley, and Upstate New York. See our NY statewide guide and estate planning overview to learn more before your call.
Have a question about your estate?
Talk it through with Russel Morgan — free 30-minute consult.
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