COMPREHENSIVE ESTATE PLANNING

You want the total assurance and peace of mind that your assets will be managed properly in the event of incapacity and distributed according to your wishes upon your death. THE MOYNIHAN LAW FIRM has three plans to ensure that your estate planning needs are met.

LEVEL ONE: THE FOUNDATIONAL PLAN

For the individual or family wanting the total assurance and peace of mind of knowing that in the event of incapacity, all assets will be managed privately, with the utmost of ease and convenience, and that at death, their property will be distributed to family members and loved ones easily, conveniently and privately, without any court proceedings. Clients choosing this plan may also opt to protect their beneficiary’s inheritance from lawsuits, former spouses and estate taxes.

LEVEL TWO: THE WEALTH PLAN

For the individual or family wanting the total assurance and peace of mind of the Foundational Plan AND also wanting the comfort of knowing that all asset transfers have been taken care of by our office. This plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care. WE DO IT ALL FOR YOU!

LEVEL THREE: THE INTEGRATED PLAN

For the individual or family exposed to Federal Estate Taxes and having a need for enhanced asset protection. Integrated planning involves review with financial, legal or accounting advisors to determine whether a family may benefit from our services and that there is a proper fit between you and our firm. We analyze, test and challenge combinations of planning theories and strategies for the allocation, distribution and protection of your assets.