Broker Check

Like the discerning duck you make family a top priority. The duck knows when it is time to migrate, just like we know when it's time to migrate your investment and legal strategies. Every year the duck makes a journey, and like you, knows that without the proper planning and a good team it won’t reach its destination. 

If you have any of the following concerns, our family-based team at Dorko Wealth & Estate Planning can help you!

Are you:

● Dedicated to passing as much of your hard-earned savings and investments to your
family as possible?
● Creating your legacy?
● Worried about supporting and caring for a disabled beneficiary after your passing?
● Concerned with treating the disability or addiction of a loved one?
● Worried about a beneficiary with addiction issues and fearful about leaving money
directly to them?
● Planning to pass on your legacy, whether it be a vacation home, your wealth, values or
other assets to future generations of your family?
● Concerned about ensuring that your values and the wealth you have created will be
passed on for generations to come?
● Dedicated to ensuring that your children are taught good spending and saving habits
even after your passing?

Talk to us! Our family can help you and your family!