Estate Planning Resources
Publications
Events
A Look Behind the Probate Curtain 2024
If you’ve read anything about estate planning, you’ve probably heard of something called probate – often in the connection with why to avoid it. But beyond the attorneys who practice this particular area of law, few people understand what probate actually entails. Many people ask: Is probate really that bad? In this session, New York
Maintaining Independence as You Age
Aging is a natural part of life, but it can bring about concerns regarding independence, finances, and health care. Our webinar focused on empowering individuals and their families with practical strategies to navigate the aging process while preserving dignity and control. Attorney Shannon McNulty and Professional Fiduciary Amy Jo Neill shared helpful insights for New Yorkers
Pointers & Pitfalls in Life, Disability, Property, & Liability Insurance
Key takeaways include the benefits of using independent brokers for tailored insurance solutions, the importance of regular policy reviews, and understanding the differences between term and permanent life insurance.
Ms. McNulty speaks regularly at events for financial professionals, foreign nationals and parents. CLICK HERE to request Shannon to speak at your event.
The Complete Guide to Legal Planning for New York Parents
A step-by-step, practical guide of everything you need to know and everything you need to do to make sure your family is taken care of if tragedy strikes.