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estate planning services

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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Should-You-Consider-an-Irrevocable-Life-Insurance-Trust-ILIT

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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Estate Planning Tools for Families with Children with Special Needs

Parents and guardians of children with special needs are keenly aware that they must take extra precautions to ensure that their child will continue to live happy, healthy, and fulfilling lives after the parent or guardian passes away. To imagine a child with special needs carrying on without their current support system can be difficult […]

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Understanding-Grantor-Retained-Annuity-Trusts-GRATs

Understanding Grantor Retained Annuity Trusts (GRATs)

Grantor Retained Annuity Trusts, or GRATs as they are commonly known, are a powerful tax-saving tool used by estate planners to shift assets with significant potential appreciation to beneficiaries without utilizing their lifetime gift tax exemption. When creating a GRAT, your assets are placed within an irrevocable trust which expires after a set period while […]

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How-to-Have-a-Conversation-With-Your-Family-About-Your-Wishes-for-After-You-Pass

How to Have a Conversation With Your Family About Your Wishes for After You Pass

For most of us, planning for life after death is not the standard topic for Sunday night dinner. Aside from the emotional weight of these conversations, finding the appropriate time and place to gather and discuss matters of funeral planning and inheritance can be a logistical concern for many families. However, delaying these discussions can […]

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How to Inventory Your Assets for Your Family After You Pass

When a relative passes away, we often imagine rummaging through countless boxes to determine what to keep, what to donate, and what to toss. Without proper planning, the process of sorting through a deceased family member’s belongings can be a difficult element of the grieving process, as well as a significant time commitment. In certain […]

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