Sessa & Dorsey - Estates & Trusts Law Firm

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

On this Memorial Day, we honor the courage and sacrifice of those who gave their lives in service to our country. From a...
05/25/2026

On this Memorial Day, we honor the courage and sacrifice of those who gave their lives in service to our country. From all of us at Sessa & Dorsey, thank you.

Today we are celebrating Lily Gavin, our Estate Planning Paralegal, on her 2nd work anniversary at Sessa & Dorsey!Lily p...
05/20/2026

Today we are celebrating Lily Gavin, our Estate Planning Paralegal, on her 2nd work anniversary at Sessa & Dorsey!

Lily plays an essential role in helping our clients navigate the estate planning process, from drafting documents and coordinating signings to keeping every detail organized and on track behind the scenes.

We are grateful for the dedication and positive impact she brings to our clients and our firm. Happy anniversary, Lily!

05/15/2026

At Sessa & Dorsey, the most common reason we recommend updating an estate plan is for a change in circumstances. But what qualifies?

A change in circumstance can mean a singular significant event, like a marriage, divorce, or the birth of a new grandchild. It can also mean looking ahead and planning for more gradual shifts: the growth or potential sale of a business, a shift in asset values, a beneficiary developing special needs, or new tax legislation which may affect your current strategy.

The reason these moments matter is that your estate plan is built around a specific set of facts and understandings. When these change, even incrementally, elements of your plan may fall out of alignment with your goals or your plan may fail to take advantage of new opportunities.

This is why a coordinated advisory team makes a meaningful difference. When your estate planning attorney, financial advisor, CPA, and other advisors and professionals are in regular communication, changes in circumstance are identified early and can be addressed before gaps develop. Without this coordination, opportunities can fall through the cracks.

Happy Mother's Day from all of us at Sessa & Dorsey!Today we celebrate the terrific mothers on our team and the families...
05/10/2026

Happy Mother's Day from all of us at Sessa & Dorsey!

Today we celebrate the terrific mothers on our team and the families we are privileged to serve. Wishing everyone a wonderful day with the people they love most.

Life changes quickly. A marriage, divorce, new child, or the death of a named beneficiary can all render an existing est...
05/07/2026

Life changes quickly. A marriage, divorce, new child, or the death of a named beneficiary can all render an existing estate plan outdated, sometimes with significant consequences.

Beneficiary designations determine who inherits your retirement accounts, life insurance policies, and other assets, often regardless of what your will or trust says. Reviewing these decisions regularly with your estate planning attorney ensures that your assets pass to the right people in the right way.

At Sessa & Dorsey, we believe estate planning is an ongoing relationship, not a one-time transaction. If it has been a while since your last review, now is a good time to get in touch.

Contact us at (443) 589-5600 or visit https://www.sessadorsey.com/contact-us/

Life insurance is an important part of protecting your family's financial future, but it works best as part of a broader...
05/02/2026

Life insurance is an important part of protecting your family's financial future, but it works best as part of a broader, well-coordinated estate plan.

Too often, families assume that owning a life insurance policy alongside having a will or revocable trust is enough. Without a comprehensive plan that aligns your policy with your overall estate strategy, important goals can go unrealized and unintended consequences can arise.

At Sessa & Dorsey, we work closely with your insurance, financial, and tax advisors to ensure every piece of your plan is aligned, from your life insurance coverage to your long-term legacy goals.

Learn more about our approach: https://www.sessadorsey.com/our-services

For families with substantial assets, circumstances rarely stay static. Businesses evolve, investments shift, tax laws c...
04/30/2026

For families with substantial assets, circumstances rarely stay static. Businesses evolve, investments shift, tax laws change, and family priorities grow more complex over time.

That is why coordination among advisors is so important.

Some of our clients hold quarterly meetings that bring their advisory team together, including financial advisors, accountants, corporate counsel, insurance professionals, and estate planning counsel. These conversations help ensure strategies remain aligned and make it easier to identify when an estate plan should be updated.

Even well-designed plans benefit from regular review as assets grow and planning opportunities change.

If it has been a while since your estate plan was reviewed, we are happy to help. Give us a call at (443) 589-5600 or visit https://www.sessadorsey.com/contact/.

After 11 wonderful years, we are saying a bittersweet goodbye to a truly special member of our team.Bridget Boddiford ha...
04/29/2026

After 11 wonderful years, we are saying a bittersweet goodbye to a truly special member of our team.

Bridget Boddiford has been an integral part of Sessa & Dorsey, serving our clients with unwavering commitment since the firm's founding in 2015. Her exceptional attention to detail, as well as the care and kindness with which she has helped clients, has made a lasting impact on both the firm and those we serve.

Bridget, thank you for everything. We wish you all the best in this well-earned next chapter!

The Sessa & Dorsey team had a wonderful time volunteering together at First Fruits Farm, Inc.!In a community effort to f...
04/28/2026

The Sessa & Dorsey team had a wonderful time volunteering together at First Fruits Farm, Inc.!

In a community effort to fight hunger, the farm relies on volunteers to plant, harvest, and donate fresh produce to local families in need.

It was great to spend time outdoors, build deeper connections, and support the farm's mission of growing and giving to those around us.

We are looking to add to our team! Sessa & Dorsey is seeking a full-time Estate and Trust Administration Paralegal to jo...
04/22/2026

We are looking to add to our team! Sessa & Dorsey is seeking a full-time Estate and Trust Administration Paralegal to join our Hunt Valley office.

If you or someone you know has estate administration experience and is looking to grow with a boutique firm that values precision, care, and collegiality, we would love to hear from you.

To apply, please submit your resume to
[email protected].

Learn more here: https://www.sessadorsey.com/career-opportunities/

Address

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

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