Protecting and Preserving Wealth
SageTrust™ Law Group helps individuals, families and business owners to design and implement a plan that protects and preserves their assets while minimizing taxes and administrative burdens, which allows for the efficient transfer of wealth and leaves a lasting legacy from one generation to the next.
Our diverse perspective from experience in private law, Big Four accounting, private banking/trust, and family office firms fosters a holistic and collaborative approach in working with our clients and their advisors.
Customized, Understandable and Affordable Advice
We listen and learn what is most important to you
Every client is different, and there are no cookie cutter solutions. We listen carefully to help identify what is most important to you. We then design a customized plan to effectively accomplish your goals and objectives and maintain maximum flexibility and privacy.
We believe in providing affordable advice, with transparency and the upmost quality. Fixed fee arrangements are available for most core estate planning engagements and other services upon agreement with the client.
Proper planning provides peace of mind
We are dedicated to helping every client pave their path to greater financial security, asset protection, and independence.
Although it can sometimes be daunting to think about, taking the time to get the proper planning in place today provides peace of mind knowing that your personal, financial and business matters will be taken care of in the event of incapacity or death.
Our model of client service is built on relentless attention to detail and an unmatched commitment to personalized service, which provides the foundation for long-lasting relationships with every client.
We work closely with our clients and collaborate with their other advisors because we are committed to putting the interests and needs of our clients first.
We are admitted to practice in DC, MD, VA, PA, and OH.
Click here to download a summary of The SageTrust Difference.