Legal & Financial Planning with Equity CompensationEmployees of technology companies have unique financial challenges and opportunities. In this episode of Village Talk, Shannon talks with John Owens of BrooklynFI about common forms of compensation in these organizations. From RSUs to ISOs, we’ll share tips on how to make the most of your compensation package.
Special Thanks to our Guest: John Owens from BrooklynFI for joining.
Who Will Take Care Of Your Child If Something Happens To You?Planning to protect young children in the event that both parents pass away is a weighty responsibility. Effective planning requires not only specific legal documents but also making sure that a designated adult would have the financial and practical information they would need to provide the child with the best support possible.
In this video, our Founder, Shannon McNulty will provide tips on how to choose a guardian for your child and why it’s so important to make a decision and document it.
Commonly Overlooked Aspects of Estate PlanningPlanning for parents with young children is some of the most important planning that we do. Because children cannot support themselves, legal and other protections for them are all the more critical. We look beyond your legal documents to ensure that your children's financial, health, emotional, and educational needs would be supported.
This video will cover aspects of Estate Planning that are often overlooked but are very important to protect your family.
Have You Been Asked To Be The Executor Of Someone's Estate?As the Executor or Administrator, you will likely want to work with a lawyer to assist in filing the necessary documentation with the court and to provide guidance on fulfilling your responsibilities. In addition to not having to go it alone, having a lawyer protects you from exposure to legal claims by beneficiaries, debtors, and the tax authorities.
As an executor or administrator of an estate, you have immense responsibility – and corresponding liability. If the estate assets are not handled correctly, you may be personally liable for any mistakes – which can amount to thousands or even millions of dollars. That’s why it’s important to get sound legal advice.
This video will go over important aspects that one must consider before accepting to be the executor of someone’s estate.
Who Needs A Revocable Living Trust? If You Have Young Children, This Video Is For You.
A revocable living trust is a trust that is created during your lifetime and can be revoked or amended by you at any time. Revocable living trusts are commonly referred to as revocable trusts or living trusts. The main purpose of a revocable living trust is to avoid probate, which is the court process of transferring assets to your heirs.
This video lists three reasons why it’s a good idea to have a living trust if you have young children.
Are You Prepared to Receive An International Inheritance?Our Team is experienced in navigating the rules of foreign jurisdictions and working with local counsel to complete the administration of foreign assets in the most efficient and expeditious manner possible.
In this video, Shannon will cover three costly mistakes when it comes to dealing with a foreign inheritance.
Estate Planning When The Family Ties Cross BordersDespite increasing mobility across countries, laws facilitating the inheritance of assets between residents of different countries have not kept pace with modern times. While we can now transfer money with the click of a button, inheritance laws – particularly those governing inter-country transfers – seem stuck in the 19th century. Likewise, laws providing for the care of minor children when family members live overseas are shockingly inhospitable.
This video will explain what can happen to your kids, why it’s so important to have a plan in place and what you can do to protect your children.
Have You Considered An Asset Protection Strategy to Protect Your Wealth?Protecting and preserving assets for the future is an increasing concern in a litigious and uncertain society. We design and implement solutions to help you protect assets from creditors, estranged spouses, and lawsuits both during your life and when wealth is transferred to the next generation.
In this video, Shannon will talk about what you can to do protect your assets from creditors covering simple strategies that you can put in place yourself as well as more complex strategies used in the legal world.
Are You A Member Of The LGBTQ Community With Estate Planning Concerns?Since the United State Supreme Court recognized the equal rights of same-sex couples to marry in 2015, estate planning for same-sex couples has been nearly identical to estate planning for hetero-sex couples. Still, if you are in a nontraditional marriage of any kind, there may be a greater chance that your wishes would be contested, so it’s particularly important to put your legal documents in place.
This video will cover estate planning issues that may arise for the LQBTQ community.
Recently Divorced? Here’s Why You Need to Update Your Estate PlanMost of the estate laws in place today were written at a time when the typical family looked more like Leave It to Beaver than Modern Family. Families these days come in all shapes and sizes, and estate planning must adapt to the variety of relationships that we see today.
In this video, Shannon McNulty will talk about how and why you need to update your estate plan if you got divorced.
Legal Planning and Assisted Reproductive Technology (ART)In this episode, our Founder Attorney Shannon McNulty will be joined by Sarah Hechtman, a family law attorney and expert in fertility law. They will discuss parental rights in connection with surrogacy, egg and sperm donation, and frozen embryos and other reproductive material.
* The state of New York law regarding children born through surrogacy and/or donor reproductive material
* How to protect your parental rights.
* Legal planning for frozen embryos, eggs, and sperm if you pass away or become incapacitated.
A Look Behind the Probate CurtainA Discussion of What Probate Entails, How Long It Takes, How Much It Costs, & When – and How – to Avoid It. 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.
In this episode of Village Talk, estate attorneys Shannon McNulty and Jamie Wolf take a step-by-step look at the probate process and answer common questions.
Tax Tips for Charitable GivingAre you making the most out of your charitable giving?
Many people don’t realize that the timing and type of your donation can make a big difference in the tax benefits you receive.
For tips on how to give in a way that minimizes your taxes, join Attorney Shannon McNulty and her guest Randy Kaufman of Heron Wealth as they discuss ways to save money by incorporating charitable giving into your financial and legacy planning.
Special thank you to Randy Kaufman at Heron Wealth
Asset Protection Strategies: Tools that Can Protect Your Family’s WealthAn important, but often-overlooked, aspect of financial and legal planning involves protecting the family assets that you’ve worked so hard for. Losing your assets to a lawsuit or bad luck can pose a hardship for anyone, but when you have children or other loved ones who depend on you, it can be devastating for your entire family.
Join our Attorney Shannon P. McNulty & her guest John Pugilese, as they discuss both simple and complex strategies for protecting your hard-earned wealth.
Virtual Town Square Meet UpIt takes a village to protect what you love. And that's why we have created our own village of legal and financial professionals to help you make your plans a reality. We've gathered here for a Virtual Town Square Meet Up to introduce our team as well as a few of our key partners. Learn how our Village can help you plan for legal and financial success.
Jamie Wolf, Ly Layman and Amanda Musial
Sara Stanich, CFP®, CDFA®, CEPA
Founder of Cultivating Wealth
President of Dynama Insurance
Vice President - Bernstein Private Wealth Management
John R. Lieberman, CPA
Managing Director at Perelson Weiner LLP
Talking to Your Loved Ones About Estate Planning & Financial SecurityAs you get ready to spend quality time with family near or far over the holidays, it can be a good time to check in with your loved ones about their estate planning and financial security.
The presentation will cover:
How to raise difficult subjects in conversation.
What information you need from your loved ones (and what you don't)
Financial & legal planning strategies for long term care.
Host: Shannon P. McNulty, Founder of The Village Law Firm
Special Guest: Sara Stanich, Founder of Cultivating Wealth
Exciting News! Our Name is now The Village Law FirmThe Law Office of Shannon P. McNulty is now the Village Law Firm!
As we come to the end of yet another challenging year, our Team is grateful to have had the opportunity to bring peace of mind to so many New Yorkers during these unprecedented times. And we look forward to helping even more individuals and families in 2022.
End of Year Tax & Legal PlanningAs the end of the year approaches, it’s a good time to check and see if your family’s ducks are in a row. And this year, there are more ducks to keep track of than usual.
Watch host Attorney Shannon P. McNulty as she speaks with Financial Advisor John Owens, from Brooklyn FI. Together they will explain steps you should take now to prepare for the end of the year.
With all the confusing news coming out of Washington, you may be wondering: Will my taxes change? What does this mean for my investment portfolio or my estate plan? Is there anything I should be doing to protect my family in preparation as the year comes to an end? Knowing what's coming can help you plan ahead and avoid unnecessary tax exposure.
Estate Planning for Divorced ParentsAs a divorced parent, you have unique concerns about what would happen to your children if you were no longer around to take care of them. Join host, Shannon P. McNulty, as she discusses topics like how to make sure your assets do not end up with your ex and how to secure your children's future.
Five Things To Know About Insurance After COVIDCOVID-19 has caused many people to reassess their insurance needs - and has led to questions about insurability after a diagnosis or other health issue. Additionally, many New Yorkers have purchased second homes resulting in changes to homeowner's policies or questions about the effect of renting out their property.
To answer all your pressing insurance questions, join estate planning attorney Shannon P. McNulty as she hosts a conversation with Erin Ardleigh, founder of Dynama Insurance, and John Pugliese, of Alliant Insurance. They will discuss how the insurance marketplace has changed in the wake of COVID-19 and share their industry expertise on how to find the right policy for you and your family.
Post-Election and Year-End Tax Planning TipsIn the wake of the election, you may be wondering: Will my taxes change? What does this mean for my investment portfolio? Is there anything I should be doing in preparation for a Biden Administration and as the year comes to an end? To discuss these questions and more, join Shannon for a conversation with Alison Hutchinson, Managing Director at Brown Brothers Harriman. Alison explains what tax changes are expected under a Biden Administration as well as what effects they may have on your investment portfolio. Shannon discusses what year-end steps you can take to help minimize your taxes before any changes go into effect in the New Year.
Recent Immigration Law Developments & Tax ImplicationsEstate attorney Shannon McNulty talks to immigration attorney Pablo Velez about recent developments in immigration law under the Trump administration, the extensive delays in visa processing exaserbated by the effects of COVID-19, and tax traps for green card holders leaving the US for extended periods.
Estate Planning for Global FamiliesIn this webinar, Estate Planning Attorney Shannon P. McNulty explains:
- How to protect your kids when family members live outside the U.S.
- How to prevent your family from having to deal with the U.S. court system.
- Tax traps for unwary expats.
- Other helpful tips for protecting your family, making things easier for loved ones, and avoiding unnecessary taxes.
Employee Rights in the Context of COVID 19 A Video Chat with Employment Lawyer Alex BerkeJoin estate attorney Shannon McNulty as she speaks with employment lawyer Alex Burke, to learn more about employee rights during the COVID-19 pandemic. They will discuss your rights to paid or unpaid leave under the Families First Coronavirus Response Act and the Family and Medical Leave Act. They also discuss the safety protections that workers are entitled to for those heading back to the office. From preexisting conditions to the definition of reasonable accommodations, they try to help workers navigate the new reality by knowing their rights.
Estate Plan Deep Dive: Healthcare Proxy and Living WillsAs featured on the Savvy Parent Podcast, estate attorney Shannon McNulty takes a closer look why you should have a Healthcare Proxy. She will explain what the document contains and why it is important to make your wishes known to your loved ones.
Estate Plan Deep Dive: Power of AttorneyAs featured on the Savvy Parent Podcast, estate attorney Shannon McNulty explains the importance of having a Power of Attorney. Shannon shares what this important document covers and how much power it actually gives. She also discusses how to choose the right person and safeguards that you can put in place to protect your interests.
Estate Plan Deep Dive: Living TrustsAs featured on the Savvy Parent Podcast, estate attorney Shannon McNulty explains what a Trust is, why you would want to set one up, and the types of Trusts most commonly used in an Estate Plan. A Trust not only bypasses the probate process but it also protects your assets and the privacy of those you love. A trust can also be a good tax planning vehicle to ensure your heirs are not paying more taxes than is necessary.
Estate Plan Deep Dive: GuardianshipAs featured on the Savvy Parent Podcast, estate attorney Shannon McNulty helps families navigate the difficult choice of choosing a guardian. Deciding who to name as guardian is not always simple. If your preferred guardian lives in another state or another country, things can be even more complex. Having the right documents in place can ensure that your children are in safe hands and not left in the care of strangers.
Estate Plan Deep Dive: Your WillAs featured on the Savvy Parent Podcast, estate attorney Shannon McNulty fills us in on why you should never be without this critical document. Shannon walks you through what to include in your will and the important people involved. From who can and cannot act as the executor, how to designate beneficiaries, and how to name guardians for your children, Shannon takes a deeper look at this essential piece of your estate plan.
How The Tragic Death Of Anthony Bourdain Can Teach Us How To Plan Our EstateJoin estate attorney Shannon McNulty as she discusses the tragic loss of Anthony Bourdain and what his passing can teach about the importance of a proper estate plan. Learn what was missing from Anthony's estate plan that compromised the privacy of his loved ones.