Sessa & Dorsey - Estates & Trusts Law Firm

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Sessa & Dorsey - Estates & Trusts Law Firm At Sessa & Dorsey, we provide high-level, professional estates and trusts services in a comfortable,

Estate planning documents are only effective when properly signed and witnessed. Even with our reminders, important docu...
10/20/2026

Estate planning documents are only effective when properly signed and witnessed.

Even with our reminders, important documents often slip through the cracks. We understand, life is busy. However, letting drafts linger unsigned often creates problems down the road when families discover that a will, power of attorney, or trust was never officially executed.

If you have started the estate planning process but have not reviewed your documents, or if they have gotten lost in your inbox, now is a good time to check.

Unsure what loose ends you may have in your estate plan? Contact Sessa & Dorsey to check if your estate plan is properly in place.

If your children are back on campus this fall, it may be a good time to think about their financial future. For students...
10/15/2026

If your children are back on campus this fall, it may be a good time to think about their financial future.

For students with part-time jobs, including summer jobs and work-study income, contributing to a Roth IRA on their behalf can be one of the most valuable gifts. When part of your annual gifts are made to a child’s Roth IRA, you help to set your child up for their future, letting decades of tax-free growth work in their favor.

As you have conversations about end-of-year gifting, keep in mind that you and your family may have several options available. If you have not started thinking through your 2026 gifting strategy, reach out to Sessa & Dorsey to talk through your options. Call us at (443) 589-5600.

Sessa & Dorsey was proud to sponsor the Annual Huffman Foundation Golf Tournament earlier this month, hosted by Huffman ...
10/12/2026

Sessa & Dorsey was proud to sponsor the Annual Huffman Foundation Golf Tournament earlier this month, hosted by Huffman Family Brands.

The tournament raised $95,350 with 100% of the proceeds given directly to Ronald McDonald House Charities, supporting thousands of Maryland families each year.

And how did our team do in the tournament? By all accounts, "Not too bad!" ⛳

Attorneys, financial advisors, and CPAs often work together, but we rarely get the chance to kick back and get to know e...
10/09/2026

Attorneys, financial advisors, and CPAs often work together, but we rarely get the chance to kick back and get to know each other.

That changed last week at a happy hour hosted by the Estate Planning Council (BEPC) and Association of CPAs (MACPA). Attorneys and accountants descended on Union Craft Brewing for an evening of great conversation and IPAs.

Thank you to the BEPC, MACPA, and everyone who joined us!

A Transfer on Death (TOD) Deed and Life Estate Deed can both transfer property outside of probate, but they work very di...
10/06/2026

A Transfer on Death (TOD) Deed and Life Estate Deed can both transfer property outside of probate, but they work very differently.

Swipe through to see how they compare.

Not sure which one fits your goals? We're here to help.

Children who learn about an unequal plan only after a parent has passed, with no context and no explanation, tend to rea...
09/29/2026

Children who learn about an unequal plan only after a parent has passed, with no context and no explanation, tend to read it as judgment. Even when that was never the intent.

Sharing your reasoning while you are still here, even in general terms, changes that entirely. It turns a decision your children might otherwise question into one they understand and, often, respect.

This conversation does not have to happen all at once, and it does not require sharing every detail. Conversely, putting your reasoning in writing and having even a brief conversation about it removes the ambiguity that courts and unhappy heirs can otherwise use to contest a plan.

Learn more in our recent blog: https://www.sessadorsey.com/2026/07/22/unequal-inheritance-fair-not-equal/

A donor-advised fund offers simplicity and speed. A private foundation offers direct control and a lasting institution f...
09/24/2026

A donor-advised fund offers simplicity and speed. A private foundation offers direct control and a lasting institution for your family's giving.

Swipe through for seven key differences to weigh before choosing between them.

Head to our blog to read more about these charitable giving vehicles and which may be right for your family: https://www.sessadorsey.com/2026/08/21/donor-advised-funds-vs-private-foundation/

A quick reminder for our clients: Revocable trusts do not protect your assets from creditors. If asset protection is one...
09/17/2026

A quick reminder for our clients: Revocable trusts do not protect your assets from creditors.

If asset protection is one of your goals, there are other strategies worth discussing. Contact us to talk through your options.

We receive many questions about MOLST forms, which are sometimes confused with an Advance Directive.A MOLST is a medical...
09/15/2026

We receive many questions about MOLST forms, which are sometimes confused with an Advance Directive.

A MOLST is a medical order signed by your physician to guide what emergency treatments may be administered by other medical providers.

As attorneys, we cannot sign or help you to prepare a MOLST. Only your physician can assist with this.

Learn more about MOLST forms from the Maryland Institute for Emergency Medical Services Systems: https://www.miemss.org/home/molst.

Did you know a will does not help you avoid probate?A will includes instructions for how your estate is managed during p...
09/10/2026

Did you know a will does not help you avoid probate?

A will includes instructions for how your estate is managed during probate, including who has authority to act and how assets will be used and distributed.

A few planning tools can keep your estate private and avoid probate, including a properly funded revocable trust.

If you have questions, please reach out. Our team is here to help.

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11350 McCormick Rd, Executive Plaza 3, Suite 601
Hunt Valley, MD
21030

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