Category: Retirement Planning

Estate Planning Opportunities Under Secure 2.0

Estate Planning Opportunities Under SECURE 2.0

We will admit that it feels odd to speak about “The SECURE Act 2.0” when it feels like we are still getting our arms around some of the planning and administrative implications of the original SECURE Act (see the proposed regulations released in April 2022 and “4 IRA Rules you should know from the SECURE […]

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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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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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When Should You Include an Estate Planning Attorney in the Sale of Your Business?

We are often approached by clients who are in the process of selling their business. While we love to offer legal advice and recommendations regarding the sale, it is imperative that we are contacted before or during the negotiation stages. Once the letter of intent (“LOI”) is drafted, any guidance an estate planning attorney could […]

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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 […]

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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 […]

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How to Protect Digital Assets in Your Estate Plan

In today’s technology-driven world, digital assets are becoming increasingly more important to consider when creating an estate plan. “Digital assets” is an umbrella term for any valuables or key information stored online or on digital devices, such as personal computers. These include cryptocurrency, passwords, digital media (such as photos and videos), and access to virtual […]

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Take Advantage of the Best Federal Gift & Estate Tax Rates Now Before It Could Be Too Late

The Federal Gift and Estate Tax Exemption A popular way to save federal estate taxes is for an individual to make gifts during lifetime to take advantage of the federal lifetime gift tax exemption. The federal lifetime gift tax exemption allows assets worth a certain value to be gifted without those gifts being subject to […]

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