098: New Estate Planning Laws and Trends You Need to Know in 2026 with Keith McManus

Planning for the future doesn't stop once your estate documents are signed. As laws change, family dynamics evolve, and asset values grow, outdated estate plans can create unintended consequences.

In this episode, Keith Ellis Jr. is joined by estate planning attorney Keith McManus to discuss current estate planning trends, common misconceptions, and the real risks families face when plans aren't properly reviewed. With over 30 years of experience, Keith McManus explains why estate planning is never a one-and-done decision and why proactive updates matter more than most people realize.

Together, they explore how blended families, beneficiary designations, and state-specific tax laws can dramatically impact outcomes, along with why trusts don't all work the same way. Keith also addresses the growing trend of DIY and AI-generated estate plans and the costly mistakes that often follow.

In this podcast interview, you'll learn:

• The importance of reviewing estate plans every three to four years.
• How blended families create unique estate planning challenges.
• What the Massachusetts estate tax exemption means for retirees.
• How beneficiary designations can override trusts.
• Why long-term care planning should be factored into your estate planning.
• Reasons why DIY and AI-generated estate plans can create serious risks.

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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