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The Federal Gift and Estate Tax Exemption A popular way to save federal estate taxes is for an individual to make gifts during lifetime to take advantage of the federal lifetime gift tax exemption. The federal lifetime gift tax exemption allows assets worth a certain value to be gifted without those gifts being subject to […]
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Cheri Dorsey was featured on Buckingham Wealth Partners’ podcast, “Ask Buckingham,” hosted by Tim Maurer. Cheri discussed with Tim what a medical power of attorney is and what it does. To view the original post and video, please visit Buckingham Wealth Partners’ website here. The Transcript of the Podcast Episode Tim Maurer: Tim Maurer, we’re back […]
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In December 2019, Congress quickly passed the Setting Every Community Up for Retirement Enhancement Act, more commonly known as the SECURE Act. The SECURE Act is a big deal for many reasons, the first being it was put into effect immediately in January 2020 with little notice. The second reason is that it changed a […]
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Cheri Dorsey was featured on Buckingham Wealth Partners’ podcast, “Ask Buckingham,” hosted by Tim Maurer. Cheri discussed with Tim what is a Financial Power of Attorney and what does it do? To view the original post and video, please visit Buckingham Wealth Partners’ website here. The Transcript of the Podcast Episode Tim Maurer: Hello, I’m Tim […]
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Often, individuals create trusts as an important part of their estate plan. Depending on the type of trust, they offer several benefits from avoiding certain taxes and probate, to protecting assets from creditors, and other financial and privacy concerns. What is a Trust? A trust is a legal agreement in which a person, the […]
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Tom Sessa and Cheri Dorsey have over 40 years combined of experience practicing estates and trusts law. Our team has heard it all from our clients. One of the most common misconceptions we receive is that estate planning is a one-and-done type of deal. Although it is important to have an estate plan in place, […]
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Cheri Dorsey was featured on Buckingham Wealth Partners’ podcast, “Ask Buckingham,” hosted by Tim Maurer. Cheri discussed with Tim what a Will is and who should have one. To view the original post and video, please visit Buckingham Wealth Partners’ website here. The Transcript of the Podcast Episode Tim Maurer: Tim Maurer back with another episode […]
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Probate is the legal process of administering and settling a person’s estate after they pass, under the supervision of the Register of Wills and Orphans’ Court of the county where they lived. The probate process exists for three main reasons: To validate the deceased person’s Will and prevent fraud; To settle the deceased person’s debts, […]
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As some colleges prepare to reopen in the next couple of months, college students are beginning to compile their to-do lists. If your child is moving into college, you may be helping them gather all the necessary materials, like their bedding and furniture, and perhaps some paperwork they need to fill out beforehand. The question […]
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We are excited to announce that Cheri Dorsey was featured on Buckingham Wealth Partners’ podcast, “Ask Buckingham,” hosted by Tim Maurer. Cheri spoke about how COVID-19 has caused more people and their families to discuss estate planning. To view the original post and video, please visit Buckingham Wealth Partners’ website here. The Transcript of the […]
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