New Yorkers ask us the same questions before booking. Here are honest answers.
“What will we actually cover in one appointment?”
A focused 30-minute session with Russel Morgan, Esq. maps your situation to the four pillars of a comprehensive New York estate plan:
| Document | Governing Law | Core Purpose |
|---|---|---|
| Will | EPTL §3-2.1 | Direct assets; two witnesses required |
| Trust | EPTL Article 7 | Avoid probate; irrevocable trusts protect assets and address Medicaid’s 5-year look-back |
| Power of Attorney | GOL §5-1513 (2021 form) | Durable financial authority |
| Health Care Proxy | NY Public Health Law Art. 29-C | Medical decisions — separate from the POA |
“Does my estate size matter before I call?”
Yes. New York’s 2026 estate-tax exclusion is $7,350,000. Estates exceeding the cliff at $7,717,500 lose the entire exemption — taxed from dollar one at rates up to 16%. Even estates well below that threshold benefit from planning to avoid intestacy under EPTL Article 4 and to preserve government benefits via a Special Needs Trust (EPTL §7-1.12).
We serve clients across all of New York State — NYC, Long Island, Westchester, the Hudson Valley, and Upstate.
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Further reading from Morgan Legal Group: why estate planning is so important.