End-of-the-Year Considerations and Annual Maintenance Reminders

The end of the year is fast approaching. While these last few months bring holidays and celebrations, they also provide a perfect opportunity to review your finances and annual checklists and make sure that your estate plan is ready for the new year. Don’t let the ball drop on 2023 without ensuring that you’ve made […]

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Does Your Estate Plan Include Your Business Succession Plan?

For business owners, a comprehensive estate plan must include a roadmap for succession planning. While estate planning and business succession planning may seem like two separate processes, they often overlap. For example, a business owner’s estate plan should address whether the business will pass to family members and continue to operate, or whether the business […]

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Understanding 529 Plans for Education Funding

The cost of education continues to soar. Paying for the education of your children, grandchildren, or other loved ones may be an important part of your estate plan. One option is state-sponsored 529 saving plans, which are popular due to their income tax-saving benefits. The funds in 529 plans grow income tax-free and can then […]

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Relevant Maryland Legislature Passed in the 2022 General Assembly Session

To keep our clients and readers up to date on the legislation passed during the 2022 Maryland General Assembly Session, we have compiled a list of relevant developments and changes with further context and explanation. This year brought significant changes to the administration and notarization of estate planning documents, as well as greater freedoms and […]

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Charitable Planning with Retirement Accounts

Charitable planning is an important element for many estate plans – whether your primary purpose is minimizing the estate tax burden for your loved ones or whether charitable giving is a lifetime habit that you wish to continue, retirement assets can be a wise choice of assets for those who are looking to leave a […]

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How to Manage a New or Future Inheritance

The term “windfall” was first coined in the 15th century to equate unexpectedly good fortune with fruit falling from the sky. Just as an apple can drop to the ground without the need for a ladder, certain people wake up one day with access to a life-altering fortune without even lifting a finger. If you […]

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Should You Consider an Irrevocable Life Insurance Trust (ILIT)?

Life insurance is often one of the first investments people consider when they begin estate planning. The right policy can help cover certain expenses for your beneficiaries after you pass. However, choosing the right life insurance policy for you and your family can be a difficult and confusing process. Policies vary widely in their terms. […]

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Estates and Trusts Law Firm Sessa & Dorsey Hires New Attorney Tina Lignos

As published in citybiz and i95 Business. Sessa & Dorsey, an estates and trusts law firm headquartered in Hunt Valley, Maryland, announced the addition of Tina Lignos as an Estates & Trusts Attorney. Tina Lignos’ practice handles all areas of estate planning, estate administration, and trust administration. She advises her clients on the foundations of estate […]

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