Loading...

Category: Charitable Giving

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 […]

Read More
charitable giving

3 Benefits of a Donor-Advised Fund as a Charitable Giving Strategy

If you are looking to make a positive impact on the world, while also reducing your tax liability, we encourage you to consider establishing a donor-advised fund. A donor-advised fund (DAF) serves as a vehicle to donate assets directly to a charity typically of your choosing. However, the sponsoring organization maintains ownership of the fund […]

Read More
business owner (1)

How to Reduce Estate Tax Exposure for Business Owners

Estate taxes are an unfortunate reality for beneficiaries lucky enough to qualify for them. You want your family to enjoy the fruits of your labor and possibly carry on the legacy of your business after you are gone. However, sometimes success comes at a cost. While only a small percentage of estates qualify for the […]

Read More
man on phone

When to Consider Using a Qualified Charitable Distribution (QCD) to Reduce Taxes

Qualified Charitable Distributions (QCDs) are distributions made directly from your Individual Retirement Account (IRA) to a qualified non-profit organization. Making a donation through a QCD at the right time can not only benefit a charity you feel passionate about, but can also help reduce the income tax impact caused when you begin taking Required Minimum […]

Read More
couple with lawyer

What to Look for When Choosing a Financial Advisor

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 […]

Read More
woman laughing by computer

Understanding the Ins and Outs of Charitable Giving

For many, charitable giving provides tangible and intangible benefits throughout your lifetime, while also establishing a legacy after you die. There are several ways to structure a charitable gift. Determining how to share your assets with others is dependent on your own financial situation, your interests, and to what extent you wish to see, first-hand, […]

Read More
Sessa Dorsey | Web design by NightShift Creative | © 2022