Estate Planning Services
Mooney McGinn LLP
Offices in Cambridge and Danvers, Massachusetts
Cambridge 617-245-8080 | Danvers 978-767-4221
E-Mail
The taxation and estate planning attorneys at Mooney McGinn LLP understand that estate planning is a vital component of your financial planning.
At Mooney McGinn LLP, we work closely with individuals, business owners or executives, and their families to manage and protect their wealth, address the relevant legal requirements and tax implications, and help them plan for the future and their loved ones. Our attorneys have the experience and expertise needed to handle these sensitive and critically important matters reliably and efficiently.
Putting a will or trust in place is a meaningful statement for your loved ones. Basic estate planning can ensure tax savings, management of your financial affairs and medical care in the event of incapacity, and orderly and efficient distribution of your assets.
While many think of estate planning as a commodity item, in fact it can significantly affect businesses and stakeholders in terms of transition, compensation and employment. We counsel clients on issues relating to closely held business interests, stock holdings, taxation, and complex family situations.
In addition to estate planning services, our law firm also administers estates in probate and manages probate litigation related to will contests and related disputes.
The Estate Planning Process
Our estate planning review takes a comprehensive look at the intentions, plans, position, and needs of the individual, spouses and other extended family members in tailoring a specific plan for each client. We pay close attention to the issues and opportunities facing any business owned by our clients when developing an estate or wealth succession plan.
In addition to drafting traditional wills and trusts, we are often engaged to establish a variety of leveraged gifting programs, charitable trusts, and private foundations; design and implement international estate plans that maximize the tax and non-tax benefits under both US and foreign law; create wealth preservation strategies; advise with respect to retirement plan assets and executive compensation and much more.
In addition, the firm has expertise in handling estate and gift tax audits and controversies.
Our estate planning services include:
- Wills, revocable and irrevocable trusts, durable powers-of-attorney and health care proxies
- Succession planning
- Marital deduction planning
- Charitable remainder trusts and non-charitable gift-giving planning
- Establishing charitable foundations for individuals and corporations
- Life insurance and estate liquidity planning
- Gift programs
- Asset protection planning: limited partnerships, limited liability companies and pre-nuptial agreements
- Post-mortem planning, disclaimers and declaratory judgments
Contact Mooney McGinn LLP
Mooney McGinn LLP has two Massachusetts offices to serve our clients - in Danvers and in Cambridge. We offer an initial phone consultation to all new clients.
Call our attorneys in Cambridge at 617-245-8080, in Danvers at 978-767-4221, or contact us by e-mail via the Contact Us page.
