002: Estate Planning Basics for Protecting Your Legacy with Keith McManus

Estate planning helps us protect the people who matter most to us. It ensures that our legacy is carried out the way we want it to be and protects the people we love. It's one of the most important pieces of a retirement plan—and there are many ways for this process to go wrong. To help us understand how to build robust, comprehensive estate plans, we're joined by attorney Keith McManus. Based in Cape Cod and Plymouth, Massachusetts, he's the founder of McManus Estate Planning, and has helped thousands of families and individuals successfully transfer wealth across generations since 1996. Today, Keith joins the podcast to give us a basic breakdown of estate planning documents, the common misconceptions about estate planning, and the pitfalls he sees in many estate plans. In this podcast interview, you'll learn: When it's the right time to start estate planning—and when to revisit your estate plan. How major legislation like the SECURE Act can dramatically change an estate plan. Why having only a will is a massive mistake—and why Keith recommends working with a highly specialized estate planning lawyer. The major taxes that come into play when transferring wealth across generations. Why there's no one-size-fits-all approach to estate planning. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast Connect With Us on Social Facebook LinkedIn YouTube