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“How will I be able to provide for my family after I’m gone?” That question has kept some of us awake in the middle of the night. While there is no way to predict the future, resources exist to help you achieve a significant level of peace of mind. Stressing out about things beyond your […]
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This blog is a summary of the key points from our recent webinar. To view the recording of the webinar, please visit here. “What exactly is happening with the proposed estate law tax changes in Washington?” The question has been on a lot of our minds lately. Some people believe business will continue as usual, while […]
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Most adults are aware that they should have a Will, formally known as a Last Will and Testament. However, you may not be aware that a Will is just one piece of your estate plan. The phrase estate planning includes several different legal documents and tools to ensure your wishes are known and your loved ones are taken care of after you pass. […]
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As soon as your child turns 18, they are, in fact, a legal adult. And before you know it, they are going to be entering the real world. Between college applications, job searching, graduation parties, sometimes the finer details of their burgeoning adulthood can get lost in the shuffle. Most likely, your child will not even be thinking of the legal documents required to prepare them for the […]
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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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