At Sage Legacy Counsel, our passion lies in empowering successful individuals and families to safeguard and grow their wealth for generations to come.

At Sage Legacy Counsel, we understand the unique challenges faced by high-net-worth individuals and families. Our expertise lies in crafting comprehensive wealth strategies that seamlessly integrate your legal, financial, tax, philanthropic, and business goals.

Here's how we empower you:

  • Unified Planning: We consolidate your diverse needs into a cohesive Wealth Strategies Plan, ensuring all aspects of your financial future are addressed.
  • Preserving Your Wealth: We implement strategies to safeguard your assets from legal challenges, minimize tax burdens, and ensure a smooth transfer of wealth to future generations.
  • Business Succession: We guide you in establishing a clear plan for business continuity and succession, ensuring your legacy lives on.
  • Philanthropic Impact: We assist you in maximizing your charitable giving while ensuring alignment with your values.

Our Process:

  1. In-Depth Understanding: Before we begin, we meticulously review your existing financial information and planning documents. This allows us to assess how our services can best benefit your family.
  2. Collaborative Planning Session: If we determine a strong fit, we invite you and your advisors to a comprehensive planning session. This in-depth discussion allows us to gain a nuanced understanding of your aspirations and goals.
  3. Tailored Wealth Strategies Plan: Based on your unique needs, we design a customized plan that outlines the scope of services, fees, and timelines.
  4. Dynamic Strategy Development: We employ a rigorous approach, analyzing and testing various planning strategies to optimize outcomes. Your Wealth Strategies plan is presented in a clear and engaging format, utilizing visuals and narrative to ensure complete understanding.
  5. Continuous Refinement: We actively incorporate your feedback throughout the process, ensuring the final plan perfectly aligns with your vision.

Let us guide you in crafting a legacy that reflects your values and secures your family's future. Contact Sage Legacy Counsel today.



Wealth-Strategies 

Safeguard Your Success: Asset Protection for Professionals and Business Owners

At Sage Legacy Counsel, we understand the unique challenges faced by professionals and business owners. You've worked tirelessly to build your success, and protecting your assets is essential.

Why Asset Protection Matters

Many professionals and business owners operate as sole proprietors, exposing their personal assets to potential lawsuits. A lawsuit against your business can quickly become a lawsuit against your personal wealth.

How We Help: Our experienced attorneys can help you implement effective asset protection strategies, including:

  • Entity Selection: Structuring your business as a corporation or limited liability company (LLC) creates a clear separation between your personal and business assets
  • Risk Management: We can identify and mitigate potential risks associated with your profession or industry.
  • Insurance Coverage: We work with you to ensure you have adequate insurance coverage to protect against unforeseen liabilities.

Benefits of Asset Protection

  • Peace of Mind: Knowing your personal assets are shielded from lawsuits allows you to focus on growing your business and career.
  • Financial Security: A strategic asset protection plan safeguards your hard-earned wealth for the future.
  • Legacy Planning: Protect the financial security of your loved ones by minimizing the impact of potential lawsuits.

Contact Sage Legacy Counsel Today

Don't wait for a lawsuit to threaten your success. Our team is committed to helping you build a strong asset protection plan tailored to your specific needs. Contact us today to schedule a consultation.

Real Estate Law

We provide comprehensive legal guidance for all your residential and commercial real estate needs in Montgomery, AL. Our experienced attorneys can assist you with:

  • Buying & Selling Homes: Protect your interests throughout the transaction process, from negotiation to closing.
  • First-Time Homebuyers: Receive expert guidance and ensure contracts are clear and protect your rights.
  • Co-ops & Condos: Navigate the complexities of cooperative applications and ensure a smooth closing process.
  • Commercial Transactions: Sophisticated legal counsel for complex commercial real estate projects.
  • Real Estate Investments: Structure investments through various entities (joint ventures, partnerships) and secure financing.
  • Short Sales & Foreclosures: Explore options to avoid foreclosure or navigate the foreclosure process.
  • Settlement Agent Services: Handle all aspects of your real estate closing efficiently.

Contact us today for a consultation.

If this sounds like you or a loved one 

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