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New York's Prominent Estate Planning and Probate Attorney in the Bronx

available on demand to save you time & money

An Estate Planning Attorney in the Bronx

PLANNING TODAY FOR A SAFE TOMORROW

Bronx Estate Planning and Probate Law Firm

If you live in the Bronx and need help with estate planning or probate, the Morgan Legal Group PC can help. We are dedicated to the needs and the requests of the clients we serve in the Bronx. All our clients receive the same attention, regardless of whether their needs are pressing or not.

The team here at the Morgan Legal Group PC consists of a team of trained professionals who can handle any complex legal matter that may arise in the Bronx. We take pride in our service, which is personalized for each of our clients. Our clients are able to speak with an attorney whenever they have a question.

Our strength is working closely with our clients. We believe that when we work together our collective goals are reached. Our team is proud that they respond to all phone calls, emails, and other inquiries from each of our Bronx clients quickly, usually on the same day or whenever the client requests.

PRACTICE AREAS

WILLS AND TRUSTS

WILLS AND TRUSTS

It is never too early to make out a will. The thought of dying is not one that most people wish to dwell on....
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MEDICAID PLANNING

MEDICAID PLANNING

For many people, thinking about long-term care is a topic that is often put off as long as possible. However, in doing so, they are setting....
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ASSET PROTECTION

ASSET PROTECTION

You work hard in life, and you accumulate specific assets as a result. Perhaps you have a home...
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PROBATE

PROBATE

If you need an attorney to help you with probate issues during difficult times of grief in New York City, Morgan Law Group PC can help you...
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ESTATE PLANNING

ESTATE PLANNING

Mortality is a grim but stubborn fact of human life. You cannot live forever, and it is important...
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BUSINESS PLANNING

BUSINESS PLANNING

You pour your life into starting, growing and managing your business. As you work hard to keep your business driving in the right direction, it can be easy to lose sight of the long term...
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ELDER LAW

ELDER LAW

With the population of the United States consisting of more and more older adults, it’s important...
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GUARDIANSHIP

GUARDIANSHIP

Guardianship is a serious matter. When you ask the court for rule over another person, you are mostly taking on the challenge of overseeing their life...
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Estate Planning Lawyers That Will Help You When You Need Them

Our firm provides assistance with all estate planning matters that may arise in the Bronx. We help with elder law, Medicaid planning, estate administration, retirement planning, business succession planning, executor and trustee accounting, and more. When you need help with your estate planning, we will be there.

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Important Things to Know About Estate Planning and Probate

Questions And Answers

Estate planning refers to planning, arranging, and organizing the distribution of one’s property and assets at the time of their death. The estate can include items such as bank accounts, cars, jewelry, real estate, and any property that is both tangible and intangible. An estate planning lawyer in the Bronx will help you determine how you wish to distribute your estate and to whom.

The purpose of estate planning in the Bronx is to prevent disputes, lowering taxes, and to avoid any potential risks or events that can occur with the distribution of property. Estate planning also allows the person to decide how they want to distribute their property after death.

Estate planning and will planning are different methods. However, these two methods, while different, can work together. Drafting a will is a method used in estate planning, but estate planning does not just include wills. An estate planning lawyer can help you plan your estate through other means, such as power of attorney, trusts, and healthcare proxies.

Yes, if you live in the Bronx, the Morgan Legal Group can help. Estate planning is an important part of securing your property for after your death. Furthermore, while there is a cost to estate planning services, our team offers a free consultation so you can see what will best serve you.

Yes, an estate attorney in the Bronx will be able to tell you the difference between a will and a trust and which is best for your situation. A will and a trust are different entities and serve different, but complimentary, purposes. The main difference between them is that a trust is put into practice and is effective immediately while the grantor is alive. A will is only effective once the testator has died, and the property has gone through the probate process.

If someone dies without leaving a will then the estate is considered intestate. When this occurs, the property must be distributed through the laws of intestacy of the state in which the decedent lives. In the Bronx, if the decedent has a living spouse, then the spouse would receive a portion or the entirety of the estate, depending on whether children are involved.

A trust offers several benefits if you decide to use one in the Bronx. These benefits include choosing how your property will be distributed both before and after your death, lowering taxes such as gift taxes, and allowing you to name a trustee will manage your property according to your wishes.

In the Bronx, probate proceedings refer to the process by which the validity of a decedent’s will is proclaimed. This means that the will is found valid and is properly distributed. Furthermore, probate proceedings also make sure that the appointed executor is authorized to handle the estate.

The main function of probate in the Bronx is to determine if the will of the decedent is valid. Once it is found to be valid, the assets contained therein are distributed.

Yes, a probate lawyer can help you in the probate process in the Bronx. They are able to look at each person’s case and know best how to help them. Moreover, they will be able to settle any disputes that may arise that can lengthen the proceedings.

Yes, a probate lawyer in the Bronx will be able to know if you need to enter probate. They will look at your specific case. If there is a will present, then the estate must enter probate. Even if the will is poorly written, probate is necessary.

Yes, a probate attorney in the Bronx will know if a trust overrides a will.  A revocable trust is effective before the death of the decedent. Therefore, if there is an issue between the will and the trust, the trust, since it was put into practice first, supersedes a will.

Yes, they can work together. For example, in a pour-over will, if the grantor did not transfer the property to the will as is required, then the pour-over will gifts the property to the trust. This trust can cover all the estate assets.