John O. McManus recently presented on Estate Planning Basics at the Foundation for Accounting Education (FAE). Sharing compelling client examples and colorful analogies to aid understanding, McManus discussed Wills, Revocable Living Trusts, Durable Powers of Attorney, Health Care Proxies, and Living Wills.
In addition to learning about essential estate planning vehicles, watch video of the presentation below for answers to important questions related to estate tax planning and planning for incapacity.
The holiday season represents a window of opportunity for growing and preserving wealth. McManus & Associates today outlined the “Top 9 Estate Planning Tasks to Complete before Year-End”. As part of the firm’s educational focus series, Founding Principal and top AV-rated Attorney John O. McManus recently discussed time-sensitive recommendations for building your nest egg and reducing your check to Uncle Sam for Tax Year 2014.
As part of our continuing effort towards thought leadership, McManus & Associates recently presented The Wall Street Journal with our impressions on the newest estate planning paradigm. The firm’s ideas helped shape a comprehensive, informative cover story in the Weekend Investor by well-versed Reporter Laura Saunders. The article, titled “The New Rules of Estate Planning,” also highlighted the Grevatt Family, one of our clients, for whom we employed a smart strategy in today’s environment.