Who we are

Welcome to Morgan Legal Group PC! We are a team of dedicated professionals with a focus on providing personalized attention to each of our clients. Our expertise lies in handling complex legal matters, with a specialization in estate planning. We pride ourselves on offering tailored services to ensure the proper management of assets during our clients’ lifetimes and the smooth distribution of those assets after their passing.

What we Do

Estate planning is a crucial aspect of organizing and arranging an individual’s assets and affairs to protect and transfer them according to their wishes. Our services encompass the following elements:

• Will or Trust: We assist in creating wills and trusts, which are fundamental components of estate planning, specifying how assets should be distributed upon death.

• Power of Attorney: Our team helps in appointing trusted individuals to make financial and legal decisions on behalf of our clients in case they become incapacitated.

• Healthcare Proxy or Advance Directive: We aid in appointing someone to make medical decisions on behalf of our clients and outline their medical treatment and end-of-life care preferences.

• Beneficiary Designations: We assist in designating beneficiaries for retirement accounts, life insurance policies, and other financial assets to bypass the probate process.

• Tax Planning: Our experts provide strategies to minimize estate taxes and maximize asset transfer to beneficiaries.

• Guardianship Designations: For clients with minor children, we help in appointing guardians to care for them in case both parents pass away.

Why you should use us

Choosing Morgan Legal Group for your estate planning needs offers several advantages:

• Comprehensive Approach: We provide detailed legal knowledge combined with a personalized approach to ensure every aspect of your estate is planned according to your specific wishes and circumstances.

• Expertise: Based in New York City, our team is well-versed in local and federal estate law, making us a trusted choice for comprehensive estate planning.

• Tailored Solutions: Whether you’re starting fresh or updating an existing plan, our experts are here to guide you every step of the way, ensuring your estate plan aligns with your unique needs and goals.

What can you ask?

When visiting Morgan Legal Group PC, feel free to ask us about:

• How can I create a comprehensive estate plan that aligns with my specific needs?

• What are the benefits of establishing a trust in addition to a will for estate planning?

• How can I minimize estate taxes and protect my assets for my beneficiaries?

• What is the role of probate in estate administration and how can I navigate this process effectively?

• Can you provide guidance on creating a will or trust that reflects my family dynamics and financial goals?