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Sudden Wealth

If you’ve just received an inheritance, you’re likely experiencing a range of emotions: shock, fear, excitement, confusion (just to name a few). Unfortunately, many people don’t understand how to manage their inheritance and end up spending the principal within the first few years. Don’t follow in their footsteps. 

We help those coming into sudden wealth answer important questions such as:

  • How much should I expect to pay in taxes?
  • How can I minimize taxes on my inheritance?
  • How can I include my inheritance in my financial plan?
  • How can I protect my inheritance?

…and many more!

These are not questions to take lightly or try tackling on your own. At Dorko Wealth & Estate Planning, we clear up any confusion surrounding your inheritance by addressing these concerns for you.