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At Sage Legacy Counsel, we understand the importance of personalized estate planning. Many estate planning attorneys take a “one-size-fits-all” approach, aiming to work with as many clients as possible in a short period. This method often results in an impersonal experience for clients and can lead to unintended consequences for families in the long run.
The Pitfalls of One-Size-Fits-All Estate Planning
When attorneys don’t take the time to listen and consider a family’s unique circumstances, the resulting Will & Trust Documents may not reflect the family’s true wishes. Without regular reviews or updates, these plans can quickly become outdated, failing when your family needs them most. While it may be cheaper upfront to get standard documents, this approach often proves more expensive in the long run, leaving families at risk of costly and unnecessary court processes during times of grief.
Why Choose Sage Legacy Counsel?
Sage Legacy Counsel is the right choice if you want assurance that your estate plan will work when you and your loved ones need it most. If you only need a set of legal documents, there are many online resources and traditional lawyers available. However, if you want a plan that will keep your family out of court and conflict and ensure your assets are protected from the government, we are the right fit for you.
Wills & Trusts
Ensure your assets are distributed according to your wishes with a Last Will or Revocable Living Trust. Wills provide clear instructions for asset distribution and guardianship, while trusts avoid probate and protect your privacy. We help create tailored solutions to fit your estate planning needs.
Guardianship
When a loved one can no longer manage their personal affairs, it’s crucial to have a trusted advocate by their side. Our guardianship services ensure the care and protection of individuals who are unable to make decisions for themselves due to age, illness, or disability.
Deeds
Ensure the smooth transfer of property with expertly drafted Real Estate Deeds. Whether it's a Quitclaim Deed, Warranty Deed, or Transfer-on-Death Deed, we help protect your interests and ensure your property is passed on according to your wishes, with minimal complications.
Medicaid Planning
Navigating the Medicaid system can be overwhelming, but with the right planning, you can secure essential healthcare benefits while protecting your assets. Our Medicaid planning services are designed to help you or your loved ones qualify for Medicaid benefits without jeopardizing financial security.
Medical Power of Attorney
Ensure your healthcare wishes are respected, even if you're unable to communicate. A Medical Power of Attorney lets you appoint a trusted person to make medical decisions on your behalf. It provides peace of mind, avoids family disputes, and ensures that your care aligns with your values. Let us help you choose the right agent and secure your healthcare decisions today..
Power of Attorney
Designate trusted individuals to manage your finances and healthcare with a Durable Power of Attorney and Medical Power of Attorney. These essential documents provide peace of mind, ensuring your affairs are in good hands if you become incapacitated.
Located in Montgomery, AL, Sage Legacy Counsel is here to guide you through the essential steps of planning for everyone and everything you love. Congratulations on taking the first step toward securing your future and protecting your loved ones.
We cherish the opportunity to learn your story, understand what matters most to you, and help you discover what's needed to keep your loved ones out of court and out of conflict when something happens to you or them. Our specialty lies in creating wills and trusts tailored to achieve your goals, no matter where you're located.
If you're ready to get started, we invite you to attend one of our upcoming free workshops. These sessions are designed to answer all your questions about future planning and provide you with the resources you need. Our workshops cover various topics, such as estate planning essentials, understanding the fundamentals of wills, trusts, and estate management, learning how to safeguard your assets for future generations, getting the insights you need for a secure and comfortable retirement, exploring your options for managing health care decisions, and discovering strategies to minimize taxes on your estate.
Taking the first step towards a secure future is easier than you think. Join our next workshop and start your journey with the confidence and knowledge you need. Our sessions are free and open to everyone, but spaces are limited.
If you're undecided or feeling uneasy about estate planning, that's perfectly normal. Many of our happiest clients started where you are now. Attending one of our workshops will help you feel more at ease, educated, and informed.
"5 stars seems insufficient. There is no way to express how grateful I am to Sayge. He never stops working for you. Whatever he can do for you, he will, even if it's not his job. Above and beyond. I would recommend him to anyone in need of an attorney who is both empathetic to your needs and ready with 1,000 swords when necessary. A true man of his word."
Kathleen S.
"Sayge helped me in settling my dad's estate in the absence of a will. My dad had dementia and a lot of documents were lost. Steven took care of all the court filings and contacting car companies to settle outstanding loans without me setting foot anywhere, which I appreciated. He was a calming factor during a difficult time. Steven is very prompt in replying to my calls and emails. I am very happy with his services and knowledge."
Yaniv
"Excellent Attorney. Sayge was an absolute pleasure to deal with . He answered all of my questions in a very timely manner, and we was able to settle my dispute in a very efficient manner. I would highly recommend him and his firm to anyone that is in need of legal services."
Liz H.
Whether you need a will, trust, power of attorney, or guidance on charitable giving, we’re here to help you create a comprehensive estate plan that protects your wishes and your loved ones. Contact us now for a consultation and take control of your legacy with confidence. Let’s build your future together!
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