McManus & Associates Services

Services

Estate planning is a proactive process that ensures the most efficient transfer of one’s assets to intended recipients, such as loved ones or charities. Beyond avoiding excessive taxes and safeguarding against attacks from third parties, a good estate plan will protect you in the event of incapacity. It will let you – not the courts – keep control of your assets and of decisions about your medical care if you can no longer handle your own affairs.

Our clients recognize that by planning ahead, they can maximize the value of their estate and set their families up for a successful financial future.

Marked by precision and a philosophy rooted in critical problem solving, McManus & Associates delivers the most sophisticated and cutting edge estate planning strategies. Below is a list of instruments that the firm utilizes to create estate planning solutions:

  • Life Insurance Trusts
  • Credit Shelter Trusts, QTIP Trusts, QDOT Trusts & GST Trusts
  • Dynasty Trusts
  • Family Limited Partnerships
  • Private Family Foundations
  • QPRT (Qualified Personal Residence) Trusts
  • GRAT (Grantor Retained Annuity) Trusts
  • Charitable Remainder Trusts
  • Children’s Trusts
  • Children’s Health Care Documents
  • Asset-Protection Planning And Offshore Trusts
  • Durable Powers Of Attorney, Healthcare Proxies & living Wills, HIPAA Releases
  • Revocable Living Trusts

In addition to providing traditional estate planning, McManus & Associates has extensive experience working with individuals and families in unique circumstances. Below is a list of special cases for which we offer family wealth counseling:

  • Non-U.S. Citizens
  • Children with Disabilities
  • Individuals with Assets Overseas
  • Emancipated Children (Over Age 18)
  • Mixed Families (Divorce, etc.)
  • Individuals with Significant Retirement Assets
  • Business Owners
  • Same Sex Marriages & Civil Unions

↑ back to top

Ready to Get Started?

Give us a call or send us an email. We would love to show you how we can help make estate planning easy and effective.