999 Berkshire Boulevard
The fox is a clever business owner, who is concerned with making his or her legacy last for generations. The fox understands that most inherited wealth is squandered within one generation. He knows his family could easily fall into this hunter’s trap. With some skilled planning, the fox can invest in his business’ future, and protect his life’s work.
If you are a fox with the following concerns, our family-based team at Dorko Wealth & Estate Planning can help you!
Give us a call if you are:● Selling or thinking of selling your business but concerned about tax implications?● Concerned about what would happen to your business if you aren’t around to run it?● In need of help establishing or managing your personal or employee’s retirement plans?● Worried about treating all your children fairly in your estate plan?
Jeffrey Dorko combines 30 years of experience, an advanced law degree in taxation, and an MBA in finance to provide you with thoughtful legal guidance and advanced tax savings strategies. Cheryl Dorko has 20+ years of experience as a financial advisor, retirement planner, risk manager, and tax-advantaged investment manager.
We are happy to coordinate with your CPA and other advisors to achieve the best outcomes for your goals.
Talk to us! Our family at Dorko Wealth & Estate Planning can help you and your family!