Sage Legacy Counsel

Estate Planning Services

Traditional Planning

We explore each client’s goals and counsel clients on the identification of issues and the design of the plan. We assist with Wills, Health Care Proxies, Living Wills, Power of Attorneys, Revocable and Irrevocable Living Trusts.

Asset Protection

Asset protection planning involves making prudent decisions today to protect yourself, your business, and your hard-earned assets from loss due to lawsuits, creditors or bankruptcies.

Family Protection Planning

We understand the importance of family. Our comprehensive family protection planning services cover every aspect, providing peace of mind for you and your loved ones.

Special Needs / Guardianship

If you have a child or other loved one who is disabled and eligible for SSI and/or Medicaid, it is vital to plan properly for their financial security in the event of your death or disability.

Business Succession Planning

Ensure the continuity of your business with our strategic succession planning, facilitating a seamless transition for generations to come.

Trust Administration

We advise Trustees on redistribution of trust assets after the death of the grantor to establish post death trusts in accordance with Trusters’ wishes.