Dealing with the death or incapacity of a loved one is already hard enough – you don’t want to leave your family without proper planning. SAGE LEGAL GROUP will help you plan for all possible life events so that you and your family have peace of mind knowing that you have a proper plan in place to face any situation.
Did you know that a Will is a probate document and having a Will alone does not avoid the probate court process? There are many misconceptions surrounding estate planning, which is why we start every meeting by educating you on the different options to help you select a plan that best fits your goals and needs. We create your plan, not a cookie-cutter plan. Our estate plans include all documents needed, such as:
Wills or Revocable Trusts
Marital Property Agreements
Powers of Attorney (health care and finances)
Funding documents (deeds, assignments of business interests, etc.)
Because of our experience in family law and elder law, we are uniquely suited to ensure your estate plan is a comprehensive plan that addresses all areas needed. We have expertise in planning for blended families and using Marital Property Agreements to ensure your estate passes to your spouse and children as you intend. We also have expertise in planning for families with special needs children and ensuring any inheritance they receive will not jeopardize public benefits. In addition, you can rest assured knowing that if long-term care is needed in the future, your documents will give your agents the authority they will need to engage in asset preservation on your behalf.
ESTATE PLANNING
Our assistance does not stop after the documents have been signed. We create a comprehensive post-execution packet to help you ensure your plan will be carried out as intended, and your family will have all the information needed. This includes instructions on titling assets and naming beneficiaries, a list of important information you should keep with your estate planning documents, and resources to help your family navigate the estate administration process when needed.