WHO WE ARE

For the past 25 years, McManus & Associates has delivered the highest quality estate planning services that the largest firms promise with the more intimate, personalized relationships that a boutique firm can provide.

Some of the most prominent families in finance, media, academia and medicine — both domestic and international — have relied on us to serve as their advisor in wealth and family mission planning.

ABOUT US ⟩

WHAT WE DO

We provide a complete range of services, from representing recently emancipated children who have attained the age of majority to advising international families with financial interests around the globe.

ALL SERVICES ⟩

OUR SIGNATURE 10-STEP PROCESS

We've developed a clear process for the preparation and completion of your estate plan, for every step along the way.

25 YEARS OF QUALITY SERVICE

The legal community and media have long recognized us for our professional excellence our modern client philosophies.

A SOLID FOUNDATION

We assist our clients in maximizing the transfer of wealth through generations. See how we realize personal and family goals.

WHAT OUR CLIENTS ARE SAYING

“McManus & Associates is top notch. They are #1 in their field.”
— Christina C.

“If you are looking for people you can trust, McManus & Associates are the people you want.”
— Carl C.

“We are confident that we are in the utmost capable hands with McManus & Associates.”
— Douglas E.

“I give the firm my highest recommendation.”
— Doctor M.

MORE TESTIMONIALS ⟩

LATEST NEWS


Conference Call: 5 Estate Planning Action Items that Remain Relevant Regardless of Shifting Political Winds

The political ping-pong commonly seen in the U.S. leads to legislative changes that make it necessary to reevaluate one’s tax strategies every few years. However, there are also important estate planning techniques that are not directly affected by legislation and changes in tax law, but that can still make a big impact on wealth preservation.… READ MORE ⟩


McManus Featured as Expert Speaker on “Estate Freeze Due Diligence”

An estate freeze is a power strategy for wealth management. Practitioners must be diligent in utilizing this estate planning tool, however, because even the most basic estate freeze can create a minefield of potentially negative estate, income tax, and family problems. McManus & Associates Founding Principal John O. McManus was recently an expert speaker for… READ MORE ⟩


Conference Call: 10 Questions to Consider When Preparing for the Passing of a Loved One

Death represents a significant and vulnerable point in time for both the individual facing it and his or her loved ones. In the medical field, it is even associated with failure; only five out of 125 medical schools (4%) in the country offer a course on death and dying. This negative stigma means that what… READ MORE ⟩


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