Estate Planning

CONTACT US

Name

Phone

Message

Disclaimer: The use of this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

White paper on desk with elder law medicaid planning

Planning for the future allows you to protect your assets, provide for your loved ones, and ensure your wishes are carried out. Morgenstern DeVoesick Kroll Proukou PLLC helps individuals and families develop personalized estate plans that reflect their goals while addressing important legal, financial, and family considerations.

Our estate planning attorneys provide guidance on wills, trusts, powers of attorney, healthcare directives, and asset protection strategies. By understanding each client's unique circumstances, we help create thoughtful estate plans designed to provide clarity, preserve wealth, and prepare for the future.

Talk With Our Attorneys

Legal Guidance for

Wills, Trusts, and Long-Term Planning

Estate planning is more than preparing a Will. A comprehensive estate plan considers how assets will be managed during your lifetime, distributed after your death, and protected for future generations. Our attorneys work closely with clients to evaluate family dynamics, financial goals, tax considerations, and long-term planning needs while developing strategies tailored to each situation.

Wills

Prepare legally valid Wills that clearly express your wishes and provide instructions for distributing your assets.

Trust Planning

Create trusts designed to help manage assets, provide for beneficiaries, and support broader estate planning objectives.

Powers of Attorney & Healthcare Directives

Establish documents that allow trusted individuals to make financial or healthcare decisions if you become unable to do so.

Asset Protection & Legacy Planning

Develop planning strategies that consider tax efficiency, long-term care planning, and protecting assets for future generations.

Planning Today to Protect Tomorrow

Every estate plan should reflect an individual's family, financial circumstances, and long-term goals. Whether you are creating your first Will, updating an existing estate plan, planning for a blended family, protecting a beneficiary with special needs, or preparing for future healthcare decisions, our attorneys provide thoughtful guidance throughout the planning process.

We work collaboratively with clients and, when appropriate, coordinate with financial advisors and accountants to develop estate plans that address asset distribution, tax considerations, long-term care planning, and other important legal matters.

Talk With Our Attorneys

Frequently Asked Questions About Estate Planning

What is estate planning?

Estate planning is the process of preparing legal documents and strategies that help manage your assets during your lifetime and distribute them according to your wishes after your death. A comprehensive estate plan may also address tax planning, healthcare decisions, long-term care planning, and asset protection.

What is the difference between a Will and an estate plan?

A Will is one component of a comprehensive estate plan. While a Will directs how assets should be distributed after death, an estate plan may also include trusts, powers of attorney, healthcare directives, tax planning strategies, and long-term care planning.

What documents are typically included in an estate plan?

A typical estate plan may include a Will, power of attorney, healthcare proxy, living will, and HIPAA authorization. Depending on individual circumstances, trusts and additional planning strategies may also be appropriate.

When should I create an estate plan?

Every adult should consider having a basic estate plan in place. Estate plans should also be reviewed periodically and updated following significant life events such as marriage, divorce, the birth of a child, retirement, or substantial changes in financial circumstances.

Is a trust better than a Will?

There is no single solution that fits every family. Whether a trust is appropriate depends on your financial goals, family circumstances, tax considerations, asset protection needs, and overall estate planning objectives. An attorney can help determine which approach best fits your situation.

How can probate be avoided?

Certain assets may pass outside of probate through trusts, joint ownership, or beneficiary designations. However, these strategies should be evaluated carefully, as each carries legal and financial considerations that should be discussed with an experienced estate planning attorney.

Can I create my own estate plan using online software?

While online document services are available, they may not address complex family, financial, or tax issues and do not guarantee that documents are properly executed under New York law. Many individuals choose to work with an attorney to ensure their estate plan accurately reflects their wishes and complies with legal requirements.

How often should I update my estate plan?

Estate plans should generally be reviewed every few years and after major life changes, including marriage, divorce, the birth of a child or grandchild, significant changes in assets, or changes in state or federal law.

Can I use an estate plan from another state?

If you move to New York or own property in multiple states, your estate plan should be reviewed by an attorney to determine whether updates are needed to comply with current state laws and coordinate the administration of your assets.

How much does estate planning cost?

The cost of estate planning depends on the complexity of your situation and the types of planning involved. Factors such as trusts, tax planning, business ownership, blended families, and asset protection strategies may affect the scope of legal services required.

Why Clients Trust MDKP

Experienced Estate Planning Attorneys

Thoughtful, Personalized Plannings

Guidance for Every
Stage of Life

We're Here to Help You Plan with Confidence

Protect Your Future with Thoughtful Estate Planning

Creating an estate plan provides peace of mind for you and your loved ones while helping ensure your wishes are clearly documented. The attorneys at Morgenstern DeVoesick Kroll Proukou PLLC provide practical guidance to help individuals and families develop estate plans tailored to their unique goals and circumstances.

Whether you are creating your first estate plan or updating existing documents, we welcome the opportunity to discuss your needs and help you plan for the future.

Talk With Our Attorneys