Sagewood is a boutique law firm focused on helping entrepreneurs, business owners, and families with:

Estate Planning • Business Strategy

Estate Planning

Are Death Settlements Subject to Medicaid Liens?

Can Medicaid take a settlement from family members of a deceased 28-year-old in New Jersey who was quadriplegic and in a nursing home for a portion of his disabled years?

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Estate Planning

Who Inherits from Prince Phillip?

Who will inherit what from the Duke?

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Estate Planning

What Is a Holistic Estate Plan?

No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.

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Estate Planning

Do I Have to Pay Deceased Loved One’s Taxes?

When someone passes away, their tax headaches don’t die with them. In fact, those obligations can further complicate the lives of survivors: Federal estate taxes may be due and state inheritance taxes could also come into play.

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Estate Planning

What Is the Purpose of an Estate Plan?

You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.

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Estate Planning

What is not Covered by a Will?

While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.

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Estate Planning

Delaying Social Security during COVID can Be Risky

The Covid economy has pushed a lot of older workers into early retirement. However, hold off on taking those government checks.

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Estate Planning

Will Inheritance and Gift Taxes Change in 2021?

Facing down an uncertain election outcome and the possibility of tax reform in 2021, many families started transferring substantial amounts of wealth last year, making large gifts to take advantage of the historically high gift and generation-skipping transfer tax exemptions.

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Estate Planning

A Trust can Protect Inheritance from Relatives

You may love your son-in-law or daughter-in-law now, but that could change down the road. So, if you don’t want your money going to your child’s future ex, here’s what you should do.

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Estate Planning

Does Executor have to Be a Family Member?

What happens if you don’t have any family to be personal representative? Other than a family member, who can be personal representative?

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