American Estate Planning Series
New York Estate Planning Resources
Explore our growing collection of New York estate planning videos, downloadable resources, and practical guidance. Learn about wills, trusts, probate, estate taxes, incapacity planning, and other important topics with New York attorney Russel Morgan.
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Learn From Your New York Estate Planning Attorney
Russel Morgan is the founder of Morgan Legal Group, a New York estate planning, probate, and elder law practice.
Through the American Estate Planning Series, Russel shares practical information to help New Yorkers understand their estate planning options and make informed decisions for themselves and their families.
Our growing New York educational library brings together Russel's videos on wills, trusts, probate, estate taxes, incapacity planning, and other important subjects.
Free Estate Planning Resources
Practical guides and worksheets to help you organize your estate plan and make important decisions for your family.
5-Minute Estate Planning Checkup
Not sure whether your estate plan is complete? This free worksheet will help you identify common gaps and prioritize your next steps.
Who Should I Put In Charge?
Choosing the right people to serve as executor, trustee, financial agent, healthcare agent, and guardian can be one of the most important decisions in estate planning. This workbook will help you evaluate each role and make those choices with greater confidence.
Where Do I Start? A Simple 7-Step Guide
Not sure how to begin your estate plan? This free guide walks you through seven practical steps to help you organize your thinking, identify your priorities, and start moving your estate plan forward.
Start Here: Understanding New York Estate Planning
New to estate planning? Start with these videos to learn how estate planning works in New York, understand your options, and identify some of the decisions you'll need to make.
New York Estate Planning: What Every Family Should Know
What Makes Estate Planning in New York Different?
Will vs. Trust in New York: Which One Do You Need?
When Should You Update Your Estate Plan in New York?
Who Should You Put in Charge of Your Estate Plan?
New York Wills & Trusts
Wills and trusts accomplish different objectives. Learn how they work in New York, how to determine which approach may fit your circumstances, and why properly funding a trust is an essential part of the planning process.
Will vs. Trust in New York: Which One Do You Need?
Can a Living Trust Avoid Probate in New York?
Revocable vs. Irrevocable Trusts in New York: What’s the Difference?
How to Fund a Living Trust in New York
New York Probate & Estate Administration
What happens when someone dies in New York? Learn about probate, Surrogate's Court, executors, estate administration, and how proper planning may simplify the process for your family.
How Probate Works in New York: Step by Step
Dying Without a Will in New York: Who Inherits?
Can a Living Trust Avoid Probate in New York?
New York Estate Taxes
New York has its own estate tax, separate from the federal estate tax. Understanding the differences, including New York's estate-tax cliff, can be particularly important when planning for a larger estate.
New York Estate Tax Cliff Explained
New York Powers of Attorney
A power of attorney allows you to authorize someone you trust to handle financial matters on your behalf. Learn why choosing the right person and putting the appropriate documents in place before incapacity can be so important.
Power of Attorney in New York: Why It Matters Before Incapacity
Who Should You Put in Charge of Your Estate Plan?
New York Health Care & Incapacity Planning
Estate planning involves more than deciding what happens after death. Health care proxies, living wills, and other advance directives can help ensure that your medical wishes are understood and that the people you choose can act when necessary.
Health Care Proxy in New York: Who Makes Decisions If You Can’t?
Estate Planning for Your Family
Your family circumstances can significantly influence your estate plan. Learn about planning for spouses, children, other beneficiaries, and family situations that may require additional consideration.
Beneficiary Designations Override Will in New York?
Estate Planning for Second Marriages in New York
Estate Planning for Minor Children in New York
Special Needs Trusts in New York: Protecting Benefits & Inheritance
New York Real Estate & Asset Titling
How your property is owned can determine whether it passes directly to someone after death or becomes part of a probate proceeding. Learn how deeds, beneficiary designations, trusts, and other ownership arrangements affect your estate plan.
What Happens to Your House When You Die in New York
How to Fund a Living Trust in New York
Can a Living Trust Avoid Probate in New York?
New York Long-Term Care & Asset Protection
Long-term care expenses, Medicaid rules, and asset-protection objectives can influence estate planning decisions. Explore how different planning approaches may help families prepare for these challenges.
New York Medicaid Planning: Why the 5-Year Look-Back Matters
Revocable vs. Irrevocable Trusts in New York: What’s the Difference?
What to Do After Someone Dies in New York
Losing a family member can leave you with important questions about property, debts, probate, and your responsibilities. These videos explain some of the practical steps involved in administering a New York estate.
How Probate Works in New York: Step by Step
Dying Without a Will in New York: Who Inherits?
What to Do After a Parent Dies in New York
Ready to Take the Next Step?
Learning about estate planning is an important first step. When you're ready to discuss your individual circumstances, an experienced New York estate planning attorney can help you understand your options and create a plan that reflects your goals.
Russel Morgan and Morgan Legal Group serve families throughout New York.