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Planning for Retirement in Another Country

Are you considering retirement in another country? You’re certainly not alone. A few years ago, American retirees were flocking south to Mexico, lured by cheap housing and a lower cost of ...
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Strategies for Protecting a Financial Windfall

Just about everyone dreams of winning the lottery, especially in dramatic fashion like Louise White, the 81-year-old Rhode Island woman who sent a family member to the store for rainbow sherbet and a ...
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6 Tips That Can Help You Retire Early

While there are lots of people who want – or, in some cases, have – to work well past retirement age, there are probably more of us who are looking forward to the day when all our days are ...
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Don't Underestimate These 5 Common Retirement Expenses

Planning your retirement can be challenging because of what you don’t know that can hurt you. As you put together your budget for retirement, don’t underestimate these five common expenses ...
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7 Ways to Protect Assets IF You Plan Ahead

The golden rule of asset protection is: plan ahead. Once the proverbial asset horse has left the barn, there is no point – or legal way – to close the barn doors. Once a divorce is filed, ...
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Key Factors in Deciding Whether to Pay Off a Mortgage Before Retirement

Conventional retirement planning wisdom put paying off your mortgage before you retire at the top of the “to-do” list. However, that may no longer be the case. With mortgage rates still ...
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Why You Need a Self-Proving Last Will and Testament in Florida

Anything you can do to decrease the amount of time your Last Will and Testament spends in the probate process is a kindness to your heirs. A self-proving last will and testament results in a faster ...
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Estate Planning Particularly Essential for Unmarried Partners

Quite a few couples that have elected not to wed may well believe that Florida estate planning is exactly the same for them as for married people. Regrettably, it is far from it, and that's why ...
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Joint Tenancy Will Not Replace a Last Will and Testament

Joint tenancy was never intended to replace a Florida Last Will and Testament, but there are some people who believe that if they have a joint tenancy agreement that leaves all their property to a ...
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10 Common Tax Filing Mistakes to Avoid

Here are 10 of the most common tax filing mistakes that you want to avoid this tax season: Wrong Name/Social Security Number. Everyone on your tax return, including dependents, must have the proper ...
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Protect Your Assets in 4 Simple Steps

The strategic use of estate planning to protect assets is something every Fort Myers family should consider. Not only will careful planning help you to preserve your assets for future generations, it ...
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How to Say "I Love You" with Estate Planning

While it may not sound too romantic, protecting assets for the one(s) you love is actually a far more eloquent and long-lasting gift than the traditional chocolates, flowers or even jewelry. Here are ...
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Use a Living Trust to Avoid Probate in Florida

The primary purpose of a Florida living trust is to spare your heirs the expense and delay of a probate court proceeding. In Florida, a probate court proceeding can take from nine months to a year, ...
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Advice for Estate Executors: Get Help

Most people who are asked by a family member or close friend to act as the executor of an estate consider it an honor, the ultimate symbol of the trust that person has in you. However, that warm ...
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How to Protect Your Real Estate Assets

If you own real estate, chances are you have purchased insurance to protect that asset against damage or loss. But have you taken the necessary steps to protect it against lawsuits or probate? If you ...
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7 Good Reasons You Need An Estate Plan

Contrary to popular belief, estate planning is not just about taxes. Today, it’s more about protecting your assets for yourself and your loved ones, achieving your financial goals and ...
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Taking the Complexity Out of Estate Planning

Many people neglect to create an estate plan because they see it as a task that is too big and too complex. But if you approach estate planning in a systematic fashion, it takes the complexity right ...
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How Long-Term Care Planning Can Protect You From Medicaid Divorce

Currently, it is estimated that 7 in 10 Americans will need some type of long-term care, with Medicaid expected to pay for two-thirds of those long-term care services. Unfortunately, Medicaid ...
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The 4 Essential Documents You Need to Protect Yourself and Your Loved Ones

An estate plan is much more than a way to leave your assets to loved ones once you are gone. It is also a shield to protect you and your assets while you are alive. Here are the four essential ...
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Use These Advance Estate Planning Tools to Prevent Financial Abuse

Elder financial abuse is becoming more prevalent in the U.S., and there are a number of advance planning tools that families can employ to help prevent financial exploitation. These include: Advance ...
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What to Do When a Loved One Leaves Only Debt

There are plenty of people who leave only debt behind when they die. Here is what happens to major sources of debt after death: Mortgage. Since a mortgage is secured debt (secured by the home for ...
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Don't Miss These 7 Important Retirement Deadlines

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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Avoid These 7 Mistakes When Planning for Retirement

While just getting to retirement can be a challenge, it can be even trickier to get your retirement right. Here are some tips for avoiding 7 common retirement planning errors: Saving with no goal. ...
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Small Business Owners: How to Tell If You Are Ready to Retire

While a small business owner may already be mentally and emotionally ready to retire, how can you tell if you are financially ready? Guaranteed source of income. Are you already fully vested in your ...
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In Your 30s? Don't Make These Money Mistakes

When you have left your 20-something lifestyle behind and are now in your 30s, you are probably becoming more settled and are looking more seriously at your future. Now is the perfect time for you to ...
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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:
Probate.com