Every estate planning problem has a solution. Whether you are navigating a potential NY estate tax cliff, protecting a loved one’s public benefits, or simply ensuring your wishes are enforceable under EPTL §3-2.1, Morgan Legal Group delivers coordinated answers — not isolated documents.
What a Complete Solution Looks Like
A sound New York estate plan addresses four interconnected problems:
| Problem | Solution | Governing Law |
|---|---|---|
| Who inherits if you die? | Valid will (signed at end, two witnesses) | EPTL §3-2.1 |
| Probate delay & cost | Revocable living trust | EPTL Article 7 |
| Estate tax exposure above $7,350,000 | Irrevocable trust, gifting strategy | NY Tax Law / EPTL Article 7 |
| Incapacity — financial | Durable Power of Attorney | GOL §5-1513 |
| Incapacity — medical | Health Care Proxy | NY PHL Article 29-C |
These instruments work together. A will alone solves only one problem. We build the full picture across New York State — NYC through Upstate.
Schedule a Solutions Conversation
Book a 30-minute strategy session with Russel Morgan, Esq. — identify the gaps in your current plan and leave with a clear path forward.
Further reading from Morgan Legal Group: the New York estate planning guide.