
Removing a Spouse From a Deed After Death
A client sat in my Manhattan office last week, holding a deed from 1988 for the home she and her husband bought in Brooklyn. He
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A client sat in my Manhattan office last week, holding a deed from 1988 for the home she and her husband bought in Brooklyn. He

A prospective client from Brooklyn called our office last week with a direct question. “How much for a living trust?” he asked. “I just want
When a Long Island family loses a parent whose only estate planning document was a simple will, the next nine to twelve months belong to

A client recently came to our Manhattan office after being named the executor of her mother’s will. She was now responsible for a life’s worth

A client recently came to our Manhattan office with a difficult problem. His father had passed away, leaving a will that named him as the

A construction worker falls from a scaffold in Queens. He survives, but with injuries that mean he will never work again. After a long fight,

When a Long Island couple passes away in a sudden accident, leaving behind a ten-year-old child, the immediate aftermath is rarely as smooth as families

A client recently came to our Manhattan office after her father passed away in his Brooklyn apartment. He didn’t own the apartment, had no will,

When a Brooklyn couple marries five years after one partner purchased a brownstone, the property title usually remains in the original buyer’s name. For a

A client came to me last year with a will he’d signed in the late 90s. It was a well-drafted document—for its time. It named

A family in Brooklyn recently came to my office. Their mother had passed away, leaving them the family brownstone where they all grew up. They
When a Manhattan executive received a sudden phone call explaining she had inherited a commercial building in Queens from a distant uncle, her initial reaction

When a family from Brooklyn loses their matriarch, they often find her Last Will and Testament tucked away in a safe deposit box. There’s a

A client once came to my Manhattan office with a shoebox of financial statements and a story of family conflict. His father had passed, leaving

A family in Manhattan receives a thick envelope after their mother’s passing. Inside is her Last Will and Testament, a document she spoke of but

Is Your Home’s Deed an Asset or an Obstacle? I once met with a family in Brooklyn whose parents had worked their entire lives to

When a client dies without a will, their family often assumes they can simply choose someone to handle the estate. They believe that because they

When a Brooklyn family loses a parent who never drafted a will, the next nine months belong to Surrogate’s Court. Suppose the deceased left behind

A Conversation I Have Often I recently sat with a couple in our Manhattan office. They had built a successful manufacturing business from the ground

In the intricate realm of estate planning and elder law, the spousal refusal form stands as a powerful instrument often overlooked by many. This legal

I often meet with new clients who believe their job is done once they’ve signed a simple will. They think they’ve left an inheritance. In
When a well-meaning grandparent in Brooklyn leaves a $50,000 inheritance directly to a grandson with severe autism, the family does not receive a financial windfall.

A family in Brooklyn loses their father. He lived in the same home for 40 years, and it was his largest asset. The children assume
When a Manhattan executive passes away unexpectedly, leaving a substantial 401(k) to his brother via an online beneficiary form, he usually assumes his estate planning

As seasoned legal experts at Morgan Legal Group, located in bustling New York City, we understand the importance of safeguarding your hard-earned assets from potential

A client recently came to my Manhattan office after his mother passed away. She had lived in the same Brooklyn brownstone for fifty years, and

Is There an Inheritance Tax in New York? I often get calls from clients—executors of a parent’s estate—who are overwhelmed by the responsibility ahead of

I once met with the children of a successful Brooklyn business owner. Their father had a will, meticulously drafted a decade prior, and they assumed

When a Brooklyn family loses a parent who left behind a properly executed last will and testament, they almost always breathe a sigh of relief.
When a Brooklyn family realizes their aging parent requires full-time memory care, the immediate emotional shock is almost always followed by financial panic. A standard