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Home » Archives for Dave Sorrendino

Dave Sorrendino

Don’t Let the State Decide What Happens to Your Legacy

Don’t Let the State Decide What Happens to Your Legacy

Harold did not think of himself as wealthy. Estimated read time: ~5 minutes. Harold did... [Read more...]

An Uplifting Sunday of Faith, Fellowship and Community

An Uplifting Sunday of Faith, Fellowship and Community

On Sunday, August 30, Attorney Collins and her husband, Al Jenkins, were grateful to spend... [Read more...]

Before the Family Loses the House

Before the Family Loses the House

The meeting did not begin with money. Estimated read time: ~5 minutes. The meeting did... [Read more...]

The Paperwork Problem Taking Black Family Land

The Paperwork Problem Taking Black Family Land

It felt like Sunday dinner. Estimated read time: ~5 minutes. It felt like Sunday dinner.... [Read more...]

The One-Page Mistake That Can Threaten Black Generational Wealth

The One-Page Mistake That Can Threaten Black Generational Wealth

The family found the trust first. Estimated read time: ~5 minutes. The family found the... [Read more...]

The Estate Plan Was Clear. The Family Was Not.

The Estate Plan Was Clear. The Family Was Not.

The documents were not the problem. Estimated read time: ~5 minutes. The documents were not... [Read more...]

The Talk Families Avoid Until It Is Too Late

The Talk Families Avoid Until It Is Too Late

For years, Gloria’s children knew there was a folder. Estimated read time: ~5 minutes. They... [Read more...]

The Money The Family Thought They’d Keep

The Money The Family Thought They’d Keep

Estimated read time: ~5 minutes. The number on the statement looked larger than anyone expected.... [Read more...]

What Will Your Children Actually Keep?

What Will Your Children Actually Keep?

Estimated read time: ~5 minutes. The inheritance looked simple on paper. That was the problem.... [Read more...]

The Business Dad Built

The Business Dad Built

Estimated read time: ~5 minutes. The sign above the shop still had his name on... [Read more...]

The Easy to Make $500,000 Mistake

The Easy to Make $500,000 Mistake

Estimated read time: ~5 minutes. The will was in the folder. That was the first... [Read more...]

When the Estate Wouldn’t Close

When the Estate Wouldn’t Close

Estimated read time: ~5 minutes. Everybody wanted the same thing. That was what made it... [Read more...]

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