WHO WE ARE

For the past 30 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 ⟩

See how we build enduring relationships and ensure a lifetime of protection for our clients.

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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.

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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.

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LATEST NEWS


Conference Call: Top 10 Planning Considerations in Anticipation of a Liquidity Event for a Private Business

During a conference call with clients today, McManus & Associates Founding Principal John O. McManus presented a case study to highlight the various planning opportunities that arise when a business has the potential to be acquired. What are the most important planning considerations in anticipation of a liquidity event for a private business? Read on and listen… READ MORE ⟩


Conference Call: Election Updates and How to Approach Estate Planning in 2021

Now that President Biden is inaugurated and the final seats in the Senate have been filled, tax policy will be debated in Congress this year. With additional COVID-19 stimulus pending and various projects of the new administration, such as infrastructure and efforts to slow climate change, greater government spending will be prompted. McManus & Associates… READ MORE ⟩


Conference Call: Top 10 Planning Opportunities to Consider Before 2021

McManus & Associates Founding Principal John O. McManus recently held a conference call with clients to provide timely information on how the new Biden administration may impact estate planning. During the call, McManus highlighted opportunities and offered guidance on how to respond to these possible changes. Listen to the recording and find a list of… READ MORE ⟩


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