(334) 649-4911
SAGE LEGACY COUNSEL
We focus on protecting your legacy by helping with the following:
*Home Health Planning
*Assisted Living Planning
*Nursing Home Planning
Led by Attorney Sayge Grubbs, we offer unique corporate training programs, interactive workshop experiences, and access to talented speakers. Our clients and partnerships come in all sizes and forms from the solo entrepreneurs, to Chambers of Commerce, to large family owned businesses, and national financial institutions. No matter the client, our task is to deliver an epiphany. Thus, we measure success, one "aha moment" at a time.
GRUBBS
INTELLECTUAL
TALENT
SAMPLE PROGRAMS & WORKSHOPS:
Legal 411 for Financial Institutions
Asset protection planning involves making prudent decisions today to protect yourself, your business, and your hard-earned assets from loss due to lawsuits, creditors or bankruptcies. This type of legal planning is especially prudent for professionals and business owners, whose personal assets could be at risk due the nature of their employment.
Statistically and anecdotally, we all know that the number of divorces, lawsuits and bankruptcies is staggering. While no one believes lightning will strike them, wealth created through a lifetime of work, saving and investing can be lost overnight if these forms of man-made lightning do strike. To protect your assets from such disaster, proper risk management strategies should be given careful consideration.
This interactive 1/2 day workshop teaches financial professionals the basic legal strategies plus new ways to help clients with common problems like a divorce or ailing spouse. This legal knowledge allows the financial professional to become the go to advisor to their clients and prospects plus makes referrals easy.
The Caring Executive (Manager/Supervisor)
An article by Huffington Post reports that therr are over 34 million family caregivers in America and for those that work, 60 percent say that their caregiving duties have had a negative effect on their real job.
Statistics also show that executives and high level managers are more likely to be thrust into a caregiver role for their parents. The Family Caregiver Alliance reports that work disruptions due to employee caregiving responsibilities result in productivity losses to businesses of an estimated $2,110 per year per employee.
This interactive, 1/2 day workshop, teaches executives and high level professionals how to manage priorities and still care for their aging loved ones. Thus, this program helps executives overcome a lack of focus, stress, and poor health when dealing with major family issues, so they are engaged, productive, and effective.
Family Business Bootcamp
Family businesses can be fun, profitable, stressful and emotionally draining to operate. In the Peak Family Business Survey, over 70% of family business owners want to pass the business to the next generation. Unfortunately, statistics show that only 1 in 3 family businesses succeed to the next generation.
Attorney Grubbs helps family businesses execute personal and business plans to improve communication between generations, define family roles, and protect personal assets. As a result, families and their businesses drastically improve their chances to succeed. So, if you are a mother, father, sister, brother, spouse, or cousin and defined as a co-worker, employee, owner, or boss to any of the latter, this workshop will help you better understand how to work together.
Legal 411 for Investment Property
Whether you own a couple of rental properties or an entire apartment complex or timberland , investing in property can be a great way to build a legacy. So, why not make sure that property is protected and available for that next generation to inherit. Thus, Attorney Grubbs teaches smart, yet basic, ways to ensure your investment property is safe from creditors, the government, and even divorce. Learn the proper ways to title your property, how to deal with title issues, and why investment property trusts are a popular planning tool for investors.