Living Trusts, Estate Planning, Probate, Nursing Home Plans with Attorney Jeffrey Dorko
ESTATES & ESTATE PLANS
With over 30 years of experience and unparalleled educational credentials, Attorney Dorko will provide you with an individualized estate plan to minimize all fees, taxes and court interference, and preserve for your family the estate you have worked so hard to create.
NURSING HOME PLANS
Attorney Jeffrey Dorko guides clients through the complicated maze of laws to protect as much of the family's savings as is legally possible from the draining costs of long term care.
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Interview Q&A
How long have you been in business?
We started as the Law Offices of Jeffrey F. Dorko in 1992. With the addition of a licensed financial planner and investment advisor as well as a licensed insurance agent in 1998, we began the transition to Dorko Wealth & Estate Planning.
What is your primary product or service?
We provide legal and financial advice to clients going through a life changing event such as retirement, planning for their estate, a loved one needing long term care, or a death in the family.
How do you differentiate yourself from other businesses in your category and area?
JEFFREY F. DORKO has been an attorney serving the Berks County community for over 30 years. He received his undergraduate degree from Bucknell University in 1975 and his Juris Doctorate from the University of Pittsburgh School of Law in 1978. Mr. Dorko also was granted a Master of Business Administration in Finance from the Wharton School of the University of Pennsylvania in 1987 and a Master of Laws Degree in Taxation from Temple University in 1994.
Active in professional affairs, Mr. Dorko is a member of the National Academy of Elder Law Attorneys, the Pennsylvania Bar Association and the Berks County Bar Association. Mr. Dorko’s reputation has resulted in frequent speaking engagements before groups of individuals, financial planners, and estate planning professionals.
An avid runner, Jeff has completed 37 marathons as well as several longer ultra-marathons including the Blue’s Cruise 50k run around Blue Marsh Lake. CHERYL DORKO is a Registered Financial Consultant, specializing in retirement income plans as well as tax-preferred investing within trusts. Cheryl Dorko is a graduate of Bucknell University. She is a licensed Registered Securities Representative, a stock broker, and a Registered Investment Advisor Associate. She became the Branch Manager of the Reading branch of Centaurus Financial, Inc. in 2000. Cheryl is also licensed to sell Life Insurance and Long Term Care Insurance.
Active in the community, Cheryl speaks on such topics as Financial Planning, Long Term Care, and Social Security. Cheryl serves on the Board of Directors of Community Toastmaster of Reading. She is a former Secretary of the Board of Directors of the World Affairs Council of Greater Reading and is a former Treasurer of the Reading Symphony Youth Orchestra.
Cheryl loves to walk along the Tulpehocken River admiring its wealth of flowers, birds and animals.
How many locations do you have and do you have plans to expand?
We have one location. We value taking the time for personal relationships with our clients, so we have no current plans to expand.
What type of payments do you accept?
Checks and PayPal accepted.
What is the best compliment anyone can give you?
TESTIMONIALS
"My mother has used Attorney Dorko’s services for many years and upon meeting Mr. Dorko, I can see why she was insisting we stay with him. She is now in a nursing home and Mr. Dorko’s professional, knowledgeable and caring manner made this painful transition easier for our family. In addition, he also insured that my mother received the medicaid protection that was much needed as a result. I highly recommend his services for elderly and estate planning or any other legal matter. " — H.B., Reading, PA
"From the first meeting with Jeff to the last correspondence with him, he was a true professional. I had to take care of my mother’s estate from halfway across the country, which I saw as a daunting effort. Because of Jeff’s compassion and professionalism, the entire process went smoothly from start to finish. Jeff kept me abreast of everything that was happening and was very clear about what had to be done and when. I highly recommend Jeff for any estate issues. I was very pleased with his work and would contact him without hesitation if I had any further need for his services in Pennsylvania. Thanks, Jeff, for a job well done." — Craig Davis, Salina, KS