PRACTICE AREAS
WHAT DORKO WEALTH & ESTATE PLANNING CAN DO FOR YOU
Our firm focuses on helping people build plans for the future. There are many options to explore when it comes to planning your long-term care or your loved ones’ future after you pass away. At Dorko Wealth & Estate Planning, one of our goals is to simplify the process so that you can feel confident about making decisions to protect yourself and your family.
Dorko Wealth & Estate Planning can also assist executors and estate representatives with regard to the estate administration process. This can be complicated and overwhelming for those who are unprepared to handle the process on their own.
No matter what you need from Dorko Wealth & Estate Planning, we’re here to provide the estate planning and probate services you need, when you need them most.
Discover How We Can Help: Schedule Your Consultation Today or contact us online to get started.
Wills and trusts are the cornerstones of any successful estate plan, and Dorko Wealth & Estate Planning can help you create these essential documents. Both allow you determine how your estate will be divided among your loved ones after you pass away. Other important decisions, such as guardianship over minor children and/or the ownership of beloved pets, can also be determined with a will or trust.
Probate isn’t always as straightforward as most people hope – especially when a stakeholder in the deceased’s estate contests the will. Other issues that can arise may concern the estate’s executor, who can be held accountable for a breach of fiduciary duty if they inappropriately handle the estate’s property.
Estate executors and trustees are tasked with important duties that eventually lead to the distribution of the decedent's property. If you were named in someone’s will as an executor or are someone’s trustee, you have an important role to fulfill. Any mistake or misstep can pose a risk to your personal liability, but Dorko Wealth & Estate Planning can guide you through this process so you can confidently accomplish everything that needs to be done.
Using a wealth manager like Cheryl Dorko can help make your dreams a reality. Whether you plan to purchase a new vacation home, wish to enjoy a secure retirement, or to ensure something can be left behind for your loved ones when you pass away, we can help you make it possible.
Why Choose Dorko Wealth & Estate Planning? What Makes Us Different
Serving Wyomissing, PA Since 1990
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Open CommunicationJeff is proud to be an open communicator that cuts out the legalese and puts matters in terms that clients can understand. You can rest easy knowing that all of your questions will be answered.
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Client-Focused RepresentationAs a sole practitioner, Jeff can focus on what his clients need without needing to answer to pressure from partners.
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Family-Run FirmDorko Wealth & Estate Planning aims to provide the best results, from our family to yours.
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30+ Years of ExperienceJeff Dorko not only has a J.D., but also an MBA and a Masters in Taxation, providing a wide range of knowledge and experience that provides you optimal and strategic results.
Why Choose Dorko Wealth & Estate Planning?
What Makes Us Different
-
Open CommunicationJeff is proud to be an open communicator that cuts out the legalese and puts matters in terms that clients can understand. You can rest easy knowing that all of your questions will be answered.
-
Client-Focused RepresentationAs a sole practitioner, Jeff can focus on what his clients need without needing to answer to pressure from partners.
-
Family-Run FirmDorko Wealth & Estate Planning aims to provide the best results, from our family to yours.
-
30+ Years of ExperienceJeff Dorko not only has a J.D., but also an MBA and a Masters in Taxation, providing a wide range of knowledge and experience that provides you optimal and strategic results.