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6 Tips to Smooth the Transition into Being a Financial Caregiver

Those fortunate enough to have parents living to a ripe old age are often faced with the challenge of when to step in with caregiving duties. The time to do so for healthcare reasons will be obvious; ...
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Common Mistakes New Retirees Need to Avoid

Approximately 10,000 baby boomers retired today, and the same number will follow every day over the next few years. To avoid any financial missteps that you can ill afford in retirement, review these ...
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Divorce Mistakes That Can Adversely Impact Your Retirement

Beyond the emotional havoc that divorce can wreak, it can have a particularly devastating effect on the retirement plans of those who divorce later in life. First, there is precious little time to ...
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How to Ensure Life Insurance Proceeds Are Not Taxed

Having the proceeds of your life insurance policy taxed upon your death is not just bad luck for your family...it’s poor planning! If you own a life a life insurance policy and don’t have ...
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Help for Making Good Decisions on Medicare Options

Medicare Open Enrollment started on October 15. You should have already received important notices about your current plan in the mail about any changes to your coverage, as well as other information ...
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Splitting Up Retirement Accounts When You're Splitting Up

Couples in the process of divorce usually want to get all the legal wrangling behind them as soon as possible, when if significant retirement savings are involved, then it pays to pay careful ...
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How to Plan for Receiving an Inheritance

It is estimated that the next few decades will see the largest transfer of wealth in history in the form of inheritances. Planning for receiving an inheritance is imperative if you want to protect ...
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The Dementia Dilemma: Will It Rob You of Your Inheritance?

One-third of seniors die with some form of dementia, according to the Alzheimer’s Association, including Alzheimer’s, which current affects more than five million Americans. Beyond the ...
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7 Key Retirement Deadlines You Don't Want to Miss

Retirement is all about not having to pay attention to deadlines anymore, right? Wrong! Here are 7 key retirement deadlines you cannot afford to miss: When you turn 50 – make those catch-up ...
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Retirement Decisions You Should Make with Your Spouse

It’s not unusual for spouses to have different ideas about how and where they would like to spend their retirement years. In fact, research has shown that many married couples are not in ...
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10 Questions to Determine if Your Estate Plan Needs Updating

If it has been some time since your estate plan was updated, it may be time for you to schedule a thorough estate plan review. Here are 10 questions you should be asking yourself to determine if ...
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Florida Asset Protection for Medical Professionals

Today, it is almost a certainty that doctors and surgeons will face a medical malpractice lawsuit at some time during their professional lives. The high cost of malpractice insurance alone attests to ...
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5-Step Will Preparation Checklist

Creating a will does not need to be a complex process, but it does take some forethought and preparation prior to meeting with your estate planning attorney to finalize it. Here is a checklist for ...
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5 Great Things a Trust Can Do for You

When it comes to estate planning, people often wonder if they should include a trust. Here are five great things a trust can do for you and your family: Control assets. A trust can be used to retain ...
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How to Give to the Right Charities and Avoid Fraud

With the holidays approaching, charities traditionally gear up their campaigns for year-end giving. You may have favorite organizations that you donate to every year, or there may be some that grab ...
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Guidelines for Protecting Yourself From Financial Fraud

It seems that the older we get, the more solicitations we receive from organizations or people that want to help us manage our money. Getting help is generally a good idea to make sure you are ...
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Do Your Estate Planning with Your Adult Children in Mind

Many parents are much more mindful of doing the proper estate planning while their children are minors than when they become adults. However, your adult children will thank you if you do these things ...
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10-Step Retirement Planning Guide for Everyone

Whether or not you have a happy and financially secure retirement starts way before the day you ever retire. Unfortunately, we tend to think of that day as sometime far in the future and let life take ...
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Avoid These 5 Common Retirement Mistakes

If you’re like most people and have worked all your life, you are probably looking forward to the day that you can finally retire. To do so successfully, you not only have to have your financial ...
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How to Determine Your Need for an Estate Plan

Not everyone needs an estate plan. If you have little to no assets to pass on or protect, it is likely that creating an estate plan would be a futile exercise for you. However, there are five ...
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Ask Yourself These Key Questions Before Making a Retirement Move

The popularity of HGTV programming is evidence that many of us dream of a home other than the one we’re living in right now, especially when it comes time for retirement. But before you make a ...
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5 Financial Facts About Retirement You Need to Know

You know that you have to save for retirement, but you probably don’t know how much. Depending on your age, you are probably contributing to a retirement plan through work and never pay much ...
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Transferring Ownership of Property via a Florida Quitclaim Deed

A quitclaim deed is typically used to transfer ownership of property without being sold, usually to family members or other trusted parties. There are several reasons why you might want to use a ...
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Top 10 Will Mistakes You Need to Avoid

If you take the time to create a Will, you should make sure your investment bears fruit -- in other words, don’t make any of these common mistakes that could invalidate your Will: 1. Choosing ...
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Before Naming Beneficiaries, Consider These 5 Estate Planning Rules

Before you name the beneficiaries of your estate, you should consider these five estate planning rules: 1. Beneficiaries of a will have to wait. Any assets you give to a beneficiary via a traditional ...
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dorcey law firm
The Dorcey Law Firm, PLC - Fort Myers Attorney
Located at 10181 Six Mile Cypress Pkwy, Suite C, Fort Myers, FL 33966
Phone: (239) 330-6674
Local Phone: (239) 418-0169
Website:
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