))
MRW - Podcast - Cheri Dorsey (guest) - June 20, 2018
Archived series ("HTTP Redirect" status)
Replaced by: Money, Riches & Wealth - The Podcast
When?
This feed was archived on January 04, 2018 19:46 (
Why? HTTP Redirect status. The feed permanently redirected to another series.
What now? If you were subscribed to this series when it was replaced, you will now be subscribed to the replacement series. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 210445300 series 1875333
Content provided by The Financial Consulate. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Financial Consulate or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week, Drew and Chris are joined by Cheri Dorsey and they discussed Estate Planning.
Cheri focuses her practice in the areas of estate planning, estate administration and trust administration. Her goal is to have a warm ear and a kind heart as she helps individuals and families navigate the difficult issues of planning for disability and death. Cheri advises clients on basic topics such as powers of attorney documents, Advance Directive documents, Last Wills and Testaments and Revocable Living Trusts, as well as more complex topics such as life insurance trusts, grantor retained annuity trusts, charitable remainder trusts, and qualified personal residence trusts.
Cheri has experience assisting clients in fulfilling their charitable wishes, from entering into pledge agreements with organizations, to creating charitable organizations. She also has the unique experience of working with artists and art collectors, guiding them in achieving their goals for the continuity of their collections.
Cheri spends considerable time working with business owners with regard to their succession planning, particularly with respect to transferring interests in family businesses to the next generation through various gifting and other transfer techniques.
Holding the hand of the surviving spouse and other family members after the death of a loved one is one of Cheri’s strengths due to her ability to sympathize. She regularly handles the administration of trusts and estates, and often serves as a fiduciary with respect to those matters.
When Cheri is not helping her clients, she enjoys spending time with her husband, Todd, her daughter, Josie, and her son, Cole, as well as more extended family. The Dorsey family lives in Parkton, Maryland, and they enjoy music, various sports and attending Hunt Valley Church.
20 episodes
Share
