Estate Planning Resources

New York Estate Planning Resources and Publications

Publications

Events

Life Insurance Webinar

What You Need to Know About Personal Insurance: Live Webinar

Presenters: Shannon McNulty, Founder, The Village Law Firm Erin Ardleigh, President of Dynama Insurance John Pugliese, Producer at Alliant Private Client Join us for a live webinar on June 26 at 12:30 pm to learn about the crucial aspects of personal insurance. Whether you’re new to insurance or looking to review your current policies, this

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Estate Tax Planning Webinar

Estate Tax Planning Webinar

Will your family have to pay taxes on your estate?  New Yorkers are inundated with taxes – income taxes, sales taxes, real estate taxes.  The State of New York is one of the most highly-taxed states in the country, and taxes on your estate are no exception.  In fact, in some cases, New York State estate

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Global Families

Watch Our Video About Planning for Global Families

Have you ever thought about what would happen to your kids if something happened to you and you weren’t around to take care of them?  If your closest family members live outside the U.S., you might think they could just hop on a plane and take your kids back to your home country. Unfortunately, that’s

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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.