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At Sessa & Dorsey, we provide a holistic perspective on estates and trusts. We believe our clients should be well-versed in all aspects of financial wellness, to complement the benefits of a customized and up-to-date estate plan that meets their specific needs and desires. A financial advisor can be an invaluable asset to your family’s […]
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This webinar has passed. To view the recording of the presentation, please visit here. The sky is falling… or is it? There is a tremendous amount of uncertainty with respect to possible estate tax law changes on the horizon. Sitting back and waiting is not the right approach. It’s time to play some offense […]
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Your relationship with an estate planning attorney will be unique compared with other legal professionals because estate planning is inherently personal. You must trust this person to help guide you in making important decisions and to help take care of your loved ones after you pass. Deciding upon an estate planning attorney may be one […]
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Likely, the most valuable and sentimental asset within your estate is your primary residence or a vacation home. If you desire to see your home’s legacy continue within the family after you are gone, but are concerned with high estate taxes, you may want to consider setting up a Qualified Personal Residence Trust, also known […]
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No matter how prepared you may feel about the future, you and your family’s personal and financial situation is subject to change at any moment for any reason. Whether it be due to changes in the economy, an unexpected personal emergency, or even a sudden windfall of assets, no one can fully predict the future. […]
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The challenges that caregivers face when attending to the needs of their loved ones with dementia or physical limitations cannot be understated. While every circumstance is different, the responsibilities of a caregiver can often lead to feelings of exhaustion, frustration, and despair. We all want what is best for our loved ones, but it can […]
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For many, charitable giving provides tangible and intangible benefits throughout your lifetime, while also establishing a legacy after you die. There are several ways to structure a charitable gift. Determining how to share your assets with others is dependent on your own financial situation, your interests, and to what extent you wish to see, first-hand, […]
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When planning for your estate, you should consider creating a Trust to hold your assets. Trusts are financial arrangements in which a person, the grantor, designates a trustee to manage and distribute the assets or property to beneficiaries. People incorporate Trusts into their estate plan for different reasons, such as avoiding probate, maintaining privacy during […]
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Individuals who do not have children may think they do not need an estate plan. This is incorrect. In fact, if you do not have children, you may especially need an estate plan because the default rules in the law may not carry out your wishes. Below are a few considerations. Your Last Will […]
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In today’s technology-driven world, digital assets are becoming increasingly more important to consider when creating an estate plan. “Digital assets” is an umbrella term for any valuables or key information stored online or on digital devices, such as personal computers. These include cryptocurrency, passwords, digital media (such as photos and videos), and access to virtual […]
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