Estate Planning Resources
Publications
Events
Future-Proof Your Independence: Proactive Long-Term Care Planning for New Yorkers
Join Attorney Shannon McNulty and Professional Fiduciary Amy Jo Neill for an insightful discussion on maintaining your independence through effective long-term care planning. Learn about the importance of early planning to protect your assets and ensure your care preferences are honored. Discover strategies to manage your estate and financial preparedness, so you and your loved
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.
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
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.