Wealth Transfer

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.

Ready to Get Started?

Contact Us ⟩

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.