Estate Planning Resources

New York Estate Planning Resources and Publications

Publications

Events

Estate Planning for LGBTQ Couples

Estate Planning for LGBTQ Couples & Individuals

Many of our clients and those in the New York City LGBTQ community have asked whether your rights will be protected in this changing political landscape and how to guard against potential discrimination. Our upcoming live event will help provide solutions for you to take action now to safeguard your future and protect your loved

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A couple learning about New York probate

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

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Learn about the importance of early planning to protect your assets and ensure your care preferences are honored in our webinar on Long Term Care Planning

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

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Ms. McNulty speaks regularly at events for financial professionals, foreign nationals and parents. CLICK HERE to request Shannon to speak at your event.

legal planning book

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.