Estate planning can feel overwhelming, especially if this is your first time. At Morgan Legal Group, we make the essentials clear: you understand every document you sign, every decision you make, and why it matters under New York law.
What to Expect in Your First Conversation
A complete NY estate plan typically includes four coordinated documents:
| Document | Governing Law | What It Does |
|---|---|---|
| Will | EPTL §3-2.1 | Directs assets; requires two witnesses |
| Trust(s) | EPTL Article 7 | Avoids probate; irrevocable trusts aid Medicaid & tax planning |
| Power of Attorney | GOL §5-1513 | Handles finances if you’re incapacitated |
| Health Care Proxy | NY Public Health Law Art. 29-C | Names your medical decision-maker |
If your estate may approach New York’s $7,350,000 exclusion in 2026, planning early matters — estates exceeding $7,717,500 (the “cliff”) lose the entire exemption. Our NY estate tax guide explains this in plain English.
We serve clients across New York State — NYC, Long Island, Westchester, the Hudson Valley, and Upstate. Wherever you are, our statewide guide covers your region.
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No jargon. No pressure. Just clear answers to your estate planning questions.
Russel Morgan, Esq. — Morgan Legal Group
Further reading from Morgan Legal Group: the New York estate planning guide.