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 ⟩

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: What Tax and Estate Planning Must You Be Prepared to Implement Before December 31st

It’s important to anticipate potential 2020 Election outcomes as you steer your estate planning. What specific actions should you consider taking before 2021? Listen to McManus & Associates Founding Principal John O. McManus’s recent guidance to clients: 1.    How will a change in the administration impact income taxes? Ordinary income and capital gains rates are expected to… READ MORE ⟩


Conference Call: What you need to know about the SECURE Act

New IRA rules benefit the living, but not so much their survivors. The May 2019 SECURE Act restricts the tax-advantage IRAs that were benefiting spouses, children, and even grandchildren. In a conference call today with McManus & Associates clients, the firm’s Founding Principal John O. McManus educates on the Act’s changes to IRAs and how… READ MORE ⟩


Conference Call: Five Estate Planning Additions to Your New Year’s Resolutions

Regardless of your personal political leanings, the 2020 Election results will likely impact estate planning as we know it today. Certain estate planning strategies will likely evaporate if there is a Democratic sweep in Congress and the presidency. Take advantage of current estate planning opportunities and strategies since there is no certainty that they will… READ MORE ⟩


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