ANGLES.

Shannon McNulty, CFP® is an estate planning attorney and
CERTIFIED FINANCIAL PLANNER™professional with a specialty in the multitude of sometimes mind-boggling and daunting issues that particularly affect foreign nationals in the field of estate planning, particularly those recently arrived and who may not be long term residents. Who is most affected? What are some of the truly catastrophic consequences of not fully understanding the rules? What, if anything can be done to prepare for these consequences?

If you are moving, or have recently moved, to the United States, you need to do yourself a favor and listen to this podcast.

www.mcnulty-law.com

http://www.investopedia.com/advisor-network/articles/111616/financial-issues-foreign-nationals-working-us/

** the podcast references an estate tax exemption of about $5.5m for US domiciles and $60k for non-domiciles, this has subsequently changed to $11.2m for US domiciles but is still $60k for non domiciles.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit simonbrady.substack.com

Laura Cowan, estate planning attorney in New York City, and I discuss who needs wills, living wills and health care proxies (spoiler alert: pretty much everyone needs one or more of these!), what to consider when selecting guardians for children, making preparations for an unforeseen health crisis and what happens to all those user names, passwords and logins when you die. Laura explains the process of getting documents together, but more importantly, brings up issues you may not have thought of but definitely need to consider, regardless of your age or level of wealth.

http://www.angliaadvisors.com/blog/clients-estate-planning

http://lauraecowanlaw.com/

http://lauraecowanlaw.com/events/

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit simonbrady.substack.com

My true feelings about the life insurance industry are spotted in this episode with Ross Karp, independent life/disabilty insurance broker and founder of 3P Insurance. We also talk business networking in NYC and how to make it actually work.

http://finsecurity.com/rkarp

http://networkmng.com/

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit simonbrady.substack.com

A bonus episode - my podcast debut. Back in March 2016, in the opening weeks of the life of the firm, I was invited onto the Potentially Human podcast by Alexandra Janelli and Aubrey Levitt to discuss the origins of Anglia Advisors, its core principles and what the company would look like if it was a person!

www.potentiallyhuman.co

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit simonbrady.substack.com