Smith Attorneys Group

Estate Planning

Estate Planning

We find that most clients wish to leave an inheritance with explicit instruction for loved ones regarding the distribution or gifting of their possessions after passing on. However, statistics show that an alarming 64% of Americans lack proper estate planning or have no estate plan at all.


Estate planning is a personal process, and our attorneys are trusted advisors during this critical time. SAGlaw provides practical, results-oriented services to assist clients and their families throughout this crucial time. Our team is sensitive to the nuances and complexities of estate planning. SAGlaw attorneys advise clients on issues involving financial, tax, and administrative concerns regarding your estate plan and wealth protection.

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  • Estate Planning Initiative

    Basic estate planning is now more affordable than ever with SAGlaw’s Estate Planning Initiative program. We launched this program to combat nearly 70% of Americans lacking a proper estate plan.


    It’s easy, safe, and affordable. For $375.00 our licensed Attorneys will draft your:


    • Will
    • Healthcare Directive
    • Financial Power of Attorney
    • Final Arrangements
    • Asset List
    • Executor Instructions
    • We are committed to helping clients protect their loved ones well after our inevitable departure from this world.

    Complete our Estate Planning Intake form and receive an email for scheduling your available free consultation.


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  • Wills and Trusts

    Both documents are created to ensure that your property passes to your intended beneficiaries at your death. The major difference is that a Will is subject to probate and a Trust is not. SAGlaw attorneys are experienced in tailoring estate plans to your individual needs. Our team can help you prepare for the future and protect your family. 


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  • Business Succession Planning

    Business succession planning involves making prudent decisions today to protect yourself, your business, your assets, and your future. SAGlaw attorneys are experienced, trusted, and precise in helping you fulfill your vision. Our team works with you to design a customized succession and continuity plan. 


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  • Special Needs Trusts

    If you plan to leave money or property to a loved one receiving supplemental security income (SSI), social security disability insurance (SSDI), and Medicaid benefits, you must plan carefully. Otherwise, you could jeopardize your loved one's ability to receive government assistance and benefits. A special needs trust allows your loved one to receive assets from your estate without interrupting their government assistance. Our attorneys provide one-on-one advising to guide you through the entire planning process. 


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  • Domestic Asset Protection Trust

    Asset protection planning covers various ways that an individual can protect themselves from the effects of taxation, divorce, bankruptcy, court judgments, or any other claims that people or companies may make against their assets. It is crucial to protect your equity in critical assets like your business, especially in an industry with increased exposure to liability claims. SAGlaw advises individuals in medicine, real estate, and other professional fields where there is a potential for a lawsuit or other significant event to occur that puts the security of personal or business assets at stake. 


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Interested in Our Service? Contact Us Today.

Schedule your  consultation with one of our attorneys.

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Complete our Estate Planning Intake form and receive an email scheduling your  consultation.

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