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.
Feature: A Lifetime Approach to Estate Planning ⟩
Feature: 10-Step Wealth and Family Values Protection Process™ ⟩
Marked by precision and a philosophy rooted in critical problem solving, McManus & Associates delivers the most sophisticated and cutting edge estate planning strategies.