Estate Planning
SERVICES

Estate & Legacy Planning

A PLAN TO CARE FOR THE ONES YOU LOVE

Putting together an estate plan, in simple terms, is the process of documenting your assets, and determining who gets what, when and how. Your legacy defines the impact you want to leave after you pass.

At Sage Wealth Planning, we want to understand your wishes, and will review important documents to ensure our strategies are executed in alignment with your vision. These include items such as:

  • Beneficiary designations
  • Wills
  • Trusts
  • Powers of Attorney
  • Health care directives, etc.

Everyone has a different vision for their legacy. For some, a key objective is giving while living when the time is right. For others, it is exploring options to help minimize estate taxes and maximize impact, in partnership with your key advisors.

Contact Sage Wealth Planning to review how to align your estate plan with the wealth you have created, and leave a lasting legacy.

Sage Wealth Signature

Designed for those who want to know they are on track to achieve life’s biggest goals, such as retirement, education, or buying a second home, efficiently and on time.

This model focuses on 3 major areas:

  • Cash flow/Spending Plan and Debt Management
  • Low cost, low-turnover investment strategy
  • Tax smart strategies
  • Retirement planning

After an initial onboarding, we meet twice per year to keep you on track.

You can expect updates toward your progress, including a one-page financial plan, cash flow plan, and investment plan.

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Sage Wealth Pinnacle

This comprehensive wealth management model is tailored for those with added complexity and tax sensitivity who are focused on growing and preserving wealth.

This customized model focuses on a deeper and more strategic approach to the following:

  •  Cash flow/Spending Plan and Debt Management
  • Customized Investment Plan, including equity compensation and private investments
  • Strategic Planning to minimize lifetime tax liability
  • Retirement and lifestyle planning
  • Risk management
  • Estate/Legacy Planning
  • Coordination with your key external advisors

After an initial onboarding, we meet three times per year to address your most important and critical needs.

You will receive a one-page financial plan, cash flow plan, strategic tax analysis, and tax-efficient investment strategy, as well as timely updates on the progress toward the execution of your goals.

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Sage Wealth Pinnacle Plus (for Business Owners)

Business owners face more challenges, risk and bear more responsibility in achieving their outcomes. This plan applies the Pinnacle Model with an enhanced focus on the unique needs and decisions business owners face.

This customized model for business owners encompasses all offerings within the Pinnacle Model, but also includes:

  • Business Retirement Plans
  • Assess disability needs and coverage
  • Provide Business Valuation
  • Review business continuity & exit planning strategies
  • Private Banking
  • Integration of business decisions on personal wealth
  • Engagement with your key external advisors

After an initial onboarding, we meet a minimum of three times per year to address both your personal and business planning needs.

In addition to the one-page financial plan, cash flow plan, strategic tax analysis, and customized investment strategy, we will provide a business valuation and meet with your strategic advisors to ensure alignment.

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Contact Us

Saving for retirement can be a daunting task, but it doesn’t have to be. Your Sage Wealth Planning advisor will work with you to understand the best ways to save and to prepare for retirement and help put together a step-by-step plan to reach your goal (and by the way, we don’t believe in sacrificing fun along the way).

Schedule a Call