McManus & McManus Estate Planning

 

 

 

Learn About Real Life Issues in Estate Planning that Matter to You

Join our informational Estate Planning workshop. It is complimentary, no-obligation, and free to the public and clients. Learn about real life issues in Estate Planning that matter to you.


Protect your loved ones’ inheritance
Care for loved ones with special needs
Minimize estate tax
Most estate plans just don’t work!
Keep your Estate Plan up to date
Trusts can accomplish family goals
You can have a plan that may cost less and deliver more
Goal directed strategy for you estate plan
McManus Estate Planning - Workshop SignUp Current Free Workshops: 

Saturday, May 13, 2017
(10:00 a.m. – 11:30 a.m.)

Saturday, June 3, 2017
(10:00 a.m. – 11:30 a.m.)

Saturday, June 24, 2017
(10:00 a.m. – 11:30 a.m.)

Saturday, July 8, 2017
(10:00 a.m. – 11:30 a.m.)

Saturday, July 22, 2017
(10:00 a.m. – 11:30 a.m.)

Click/Tap on Link to Go to:
Registration Page

 

McManus Workshops Spring 2017

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The workshop covers the reasons you need a team of advisors, a lawyer, an accountant, and a financial advisor and the people involved must know each other and work together with your interest in mind. To accomplish anything, you must identify and formulate your goals and identify the problems that you or your family members have. This information must be received by the estate planning team. Appropriate documents must be drafted and executed that address the best resolutions to solve the problems. The correct funding arrangements implemented. The parties managing currently take charge with the proper instructions to help them follow the correct steps. The backup people also have proper instructions when their responsibilities take place. 

 

Remember, Estate Planning is an ongoing process and is not a single one-time transaction.