FEATURES & NEWS

A client from Brooklyn called our firm last week. Her father had passed away, and while his finances were simple, he left behind a paid-off

A client sat across from me last week with a familiar concern. “I need to get this done for my family,” he said, “but I’ve

The Look-Back Period in New York The Medicaid program in New York, designed to provide essential healthcare coverage to those in need, includes several rules

I recently met with three siblings from Brooklyn whose mother had passed away unexpectedly. They were grieving, but they also had a practical problem—no one

Introduction to Pooled Income Trusts Welcome to Morgan Legal Group P.C., your trusted source for comprehensive information on Pooled Income Trusts in New York. Our

A family from Brooklyn sat in my office last month, holding a will their father had carefully signed years ago. They believed this document was

A client recently came to our firm after relocating from Florida. He wanted to set up a “transfer-on-death deed” for his new apartment on the

A client once sat in my office with his father’s will, a document his father had drafted years ago. He pointed to a single paragraph,

A client recently sat in my Manhattan office, the original copy of his mother’s will resting on the table between us. He had been named

I once worked with a family in Brooklyn where the father, a successful small business owner, passed away suddenly. He had remarried late in life

I recently met with a couple from Manhattan who had done what they thought was right. Twenty years ago, they hired a lawyer to draft

A family in Manhattan gathers after the passing of their father, a successful architect. When the will is presented, there is a collective, stunned silence.

I often meet with families after a parent has passed away. While organizing a lifetime of belongings, a daughter clearing out her mother’s Manhattan apartment

A client recently came into our Manhattan office with a stack of articles from the internet. He was determined to avoid Surrogate’s Court for his

A paid-off brownstone in Carroll Gardens, a modest stock portfolio, and a will drafted a decade ago. For many families, these are the pieces left

The call often comes at an impossible hour. A loved one has passed away in another state, and you need to be on the next

A family from Brooklyn recently came into my office with a stack of papers their father had prepared from a website. He had passed away,

I once worked with a family in Brooklyn where two adult children were locked in a bitter dispute. Their father had passed away, and his

A client recently came to my office with a common, yet complex, problem. He’s built a successful business here in Manhattan, but his two children

A parent passes away in their home on Staten Island. In their desk drawer is a will, naming their eldest child as the executor. The

Can Making a Gift Before Applying to Medicaid Save Assets in New York? Medicaid is a vital program that provides healthcare coverage to eligible individuals

When a parent in Brooklyn passes away leaving only a will, their family’s life is put on hold. Their home, their bank accounts, their investments—everything

A Manhattan widow recently brought her late husband’s meticulously drafted will to my office. The document clearly divided his assets equally among his three children.

A client from Queens recently came into our Manhattan office with a common and pressing concern. Her mother had just passed away, and she was

You’ve found the document in your father’s desk drawer or a safe deposit box. It’s the original, signed and witnessed—his Last Will and Testament. He