FEATURES & NEWS

New York Estate Tax ‘Cliff’ and Planning Strategies: New York imposes an estate tax with a “cliff” effect, where exceeding the exemption amount by more than 5% results in taxation of the entire estate. Implementing planning techniques, such as charitable bequests or gifting strategies, can help mitigate this impact.

In‍ the world⁤ of estate ‍planning, navigating the treacherous​ waters of ‍New York’s estate tax can feel like tiptoeing on the⁤ edge⁣ of​ a⁣ cliff.

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ESTATE PLANNING

Special Needs Trust

All About Special Needs Trust In New York Welcome to Morgan Legal Group P.C. – Your Trusted Source for Special Needs Planning in New York

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ESTATE PLANNING

how to get an executor

In the intricate web of estate​ planning and administration, appointing a trusted individual‍ to carry ⁢out one’s final wishes is paramount.​ As ⁢seasoned practitioners in

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Trust & Estate Services

Trust & Estate Services: Planning for Your Legacy At Morgan Legal Group PLLP, we understand that planning for your family’s financial future and preserving your

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ESTATE PLANNING

phrases to say when someone dies

In the solemn‌ moments following the passing of⁢ a loved one, finding ‌the ​right words to express condolences can offer a small comfort amidst overwhelming

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ESTATE PLANNING

get tax id for estate

A crucial aspect‍ of ​estate planning involves obtaining a tax identification number‍ for the ⁤estate. This essential step ensures that the estate can properly function⁢

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ESTATE PLANNING

when is probate not required

Navigating the complexities of⁢ estate ⁢administration can be a daunting ⁣task, particularly when the ⁢prospect of probate looms overhead. ⁣However,​ not every⁤ asset requires probate⁣

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Is Probate Required In New York?

Is Probate Required in New York? Probate is a legal process that involves validating a deceased person’s will, if one exists, and overseeing the distribution

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ESTATE PLANNING

walt disney froze body

In the realm of⁤ urban legends ⁤and conspiracy theories, few tales ‍capture the imagination quite like⁣ the purported⁢ cryogenic ⁤preservation of Walt Disney’s body. As

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ESTATE PLANNING

avoiding estate planning mistakes

As seasoned professionals in the⁢ realm of estate planning, we have witnessed firsthand the aftermath of common pitfalls that individuals fall ⁣into‍ when managing their

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ESTATE PLANNING

BROOKLYN ESTATE PLANNING LAWYER

Brooklyn Estate Planning Lawyer: Safeguarding Your Legacy and Family’s Future Introduction In the bustling borough of Brooklyn, New York, life is filled with excitement and

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types of wills

In the intricate web of estate planning, the drafting‍ of a will is a ​pivotal cornerstone. Wills serve‌ as a⁣ compass for the distribution of

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ESTATE PLANNING

At what net worth should you have trust?

As esteemed practitioners of estate planning and guardians⁢ of our clients’ financial well-being,⁢ we at Morgan Legal ​Group‍ have often been confronted‍ with⁤ the question:

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ESTATE PLANNING

Probate in New York 2024

Probate in New York 2024: An Easy Guide Understanding probate in New York might seem complex, but we’re here to make it clear. Looking ahead

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ESTATE PLANNING

when are wills read after death

In the intricate labyrinth of legal procedures⁢ surrounding the ⁣distribution of assets after⁤ an individual’s passing, one question often looms large: When are wills read

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ESTATE PLANNING

intestates

Intestacy laws provide a framework for distributing the assets of individuals who pass away without a valid will. As experienced legal professionals​ at Morgan Legal

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ESTATE PLANNING

waiver of sureties

In the intricate‌ realm⁤ of legal proceedings, the concept of waivers of sureties stands as a ⁤testament to the complexities ‌and nuances that‌ permeate the

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ESTATE PLANNING

home insurance probate

When a loved ‌one passes away, their​ assets, including their home, ‍may become subject to the complex⁤ legal process known as probate. Home insurance probate,

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ESTATE PLANNING

How do I organize my estate documents?

As ⁣a seasoned legal professional, the importance of organized estate documents cannot be overstated. Ensuring that your affairs are in order and easily accessible is

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sample condolence note

In ⁢times of profound‍ loss, the art of expressing‌ condolences with grace and sincerity ⁣is paramount. At Morgan⁢ Legal Group, we understand the delicate ⁤nature

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