Estate Planning
Estate Planning
Fiduciary expertise to guarantee your retirment needs and get your legacy to the next generation.
Fiduciary expertise to guarantee your retirment needs and get your legacy to the next generation.
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Pueblo/Southern Colorado: 719.445.6572 . . . . . . Philadelphia Area: 215.821.9013 . . . . . . admin@newmoonlaw.com
Wills, Trusts, Beneficial Deeds, Non-Probate Plans,
Wills, Trusts, Beneficial Deeds, Non-Probate Plans,
Business Succession
Business Succession
Good estate planning should take into account what you need for yourself during your lifetime and what you want to send to your heirs. Great estate planning should consider the tax and economic consequences specific to your scenario so that your heirs don't have to spend your legacy just to pay the taxes.
Do you own real estate (even your own home) that you want to send to your heirs without forcing them to pay high taxes?
Do you have a business that you want to go to your heirs without forcing them to sell it to pay taxes?
Can you trust that you need a trust? Do you have what it takes to administer the trust in compliance to keep it from causing impactful tax consequences?
Do you want make sure your heirs honor your wishes and feel treated fairly when you pass?
Business Structures for Estate Planning and Succession
Non Probate structures and succession without court intervention
Structures that transfer value without destroying the "step up in basis" that massively impacts your successors tax consequences.
Keep the business "investor eligible" while planning for the eventual transfer to the next generation.
Protect the identity of successors to your b
Wills and Trusts
Wills and Trusts
Time tested and true, Wills continue to be the most legally reliable way to ensure that your wishes are met.
"Backup" Wills to catch and direct the fallout in case a circumstance changes that throws your Non Probate planning into a tailspin.
Trusts to set restrictions and guidance for your beneficiaries and heirs.
Tax analysis of Trusts to prevent them from causing surprising tax consequences.
Non Probate Planning
Non Probate Planning
Beneficiary Deeds
Inter Vivos Transfers
Payable on Death Provisions
Tax analysis of your non probate plan so that you understand what it costs to avoid probate.
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