 |
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 […]
Read More
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 […]
Read More
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 […]
Read More
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, […]
Read More
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 […]
Read More
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, […]
Read More
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 […]
Read More
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 […]
Read More
In estate planning, we believe in planning for reasonable future uncertainties so you have the peace of mind that you and your loved ones will be protected. A Financial Power of Attorney is just one of many estate planning tools that can allow you to focus on and enjoy the present because you know you […]
Read More
Over our lifetime, we will encounter important life changes, whether it be the birth of a child, the start or end of a marriage, or the passing of a loved one. When it comes to retirement benefits planning and life insurance policies, you must review and update your beneficiaries regularly. At the least, you should […]
Read More