At Sessa & Dorsey, the health and safety of our team and clients is our top priority. Our team is providing our full range of services according to social distancing guidelines and remotely when preferred.

If you need assistance, please call us at 443-589-5600.

Lifetime Giving

 

If you would like to transfer the ownership of assets during your lifetime, there are several transfer methods that should be considered. These methods include direct gifts to individuals or to irrevocable trusts, utilizing various tax strategies. Our team guides our clients to the right transfer methods for their assets and helps with the process of transferring their wealth to their beneficiaries.