Estate planning isn’t just about protecting your wealth and passing it on to your beneficiaries—it’s about ensuring a seamless transition for your loved ones while minimizing taxes and legal complications. With tax laws constantly evolving and real estate values climbing, many families could face significant estate tax liabilities. And yet, most people often save their estate planning needs for another day.

In this episode, Derek Gregoire and Keith Ellis, Jr. are joined by Keith McManus, a seasoned estate planning attorney with nearly 30 years of experience helping families protect their assets. As the founder of McManus Estate Planning, Keith specializes in trusts, tax-efficient strategies, and probate avoidance. His firm has been a trusted resource for families and business owners looking to optimize their estate plans, and he has been a great partner for us for many years.

In our conversation, we’ll break down the most common estate planning mistakes, why Massachusetts residents need to be aware of the $2M estate tax threshold, and how to avoid probate headaches. You’ll also learn how small adjustments—like updating trusts, reviewing beneficiaries, and structuring assets properly can have a massive financial impact on your legacy.

In this podcast interview, you’ll learn:

• Why the Massachusetts’ estate tax could kick in sooner than you think.
• Estate plans are only effective if they’re up-to-date with current information.
• How poor planning can lead to probate, delays, and extra costs.
• How married couples can double exemptions with proper planning.
• Why real estate values may eventually push estates into taxable territory.

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

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