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These Asset Protection Strategies Can Help You Protect Your Wealth

People with substantial assets, and those who are about to receive them, are wise to look for ways to protect those assets. Here are several asset protections strategies that can help you preserve ...
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Escalating Costs in Retirement: What to Plan For

Hopefully you have met with your Florida estate planning attorney to plot out a comprehensive retirement plan; if not, here are some things you need to plan for: Health insurance – Even if ...
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7 Red Flags That Signal When a Senior Needs Help With Finances

According to the Alzheimer’s Association, one in three seniors die with some form of dementia. As baby boomers age, the prevalence of dementia is only increasing with time – in another 35 ...
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How Married Couples Can Maximize Social Security Benefits

For married couples where both spouses have a work record and will be entitled to receive Social Security retirement benefits, there are some strategies that will help you maximize your benefits for ...
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What to Do When a Loved One is Hospitalized

If you or a loved one is hospitalized or incapacitated and unable to make your own medical decisions, it is critical that your family knows where to find your advance medical directive. Here are some ...
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How to Keep Your Kids From Ruining Your Retirement

They call it the “boomer boomerang” – adult children of retiring baby boomers who continue to rely on their parents for their financial needs. Unfortunately, continuing to support ...
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Protecting Assets When Your Family is Far From Traditional

The Rockwell portrait of the American family gathered around the holiday table has changed a lot in the last 50 years. Today, “traditional” families often consist of a stepparent, ...
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5 Steps to Get Ready for Retirement

Some people put more effort into planning their annual vacations than their retirement, which certainly lasts much longer than any vacation. If retirement is on your horizon, here are five steps you ...
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Common Misunderstandings About IRAs

Even the savviest saver may fall victim to some of the common misconceptions about IRAs. Arming yourself with the proper knowledge about how IRAs work will ensure you can protect and grow your ...
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3 Reasons to Hire a Probate Attorney

If you are an executor of an estate, you hopefully take the job seriously enough to want to do the best possible thing – and to ensure that all your actions are in accordance with Florida law. ...
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7 Ways to Regain Control of Your Retirement

If you feel like you’ve lost control of your retirement before you even started it, you are not alone. Here are 7 ways you can regain control of your retirement: 1. Have a plan. You need to know ...
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9 Good Reasons to Conduct a Trust Review

If you have a revocable trust, when is the last time you reviewed it to make sure it still meets your goals and complies with current law? If it has been a few years, then it’s time to conduct a ...
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Answers to Common Estate Planning Questions

Estate planning – especially when a business is involved – is seldom simple, but there are a few things you should know that will make you feel a little more educated. Ask your estate ...
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Ask Yourself These 4 Questions Before You Loan Money to Family

Research shows that boomers are getting squeezed from both ends — 93 percent have provided financial support to their adult children, and almost 60 percent have helped aging parents financially. ...
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Retirement Planning for One

Much has been written about estate planning for married couples entering their retirement years, but single people need retirement planning just as much if not more. Currently, 55 percent of women ...
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5 Most Common Retirement Expenses Often Overlooked

If you are planning to retire soon, you are likely concerned about what expenses you should budget for in retirement. After all, one of the most common fears about hitting retirement age is that you ...
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What You Need to Know Before You Move for Retirement

Unlike the generations before them, boomers often view retirement as a fresh start rather than a time to sit back and relax. Many plan to move to a new locale, but before you go, be sure you ask ...
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Preparing for Retirement: A Checklist

Having gone through the last recession where savings often had to be tapped prior to retirement -- and with few years left to make up what has been lost -- boomers are rightly concerned about ...
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6 Retirement Planning Steps for Boomers

Planning for retirement is a highly individualized process, since the things you want to accomplish in retirement are very much dependent on your financial status and personal wants and needs. But ...
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How to Get the Maximum Benefit from Your 401(k)

Research shows that most Americans who have access to a 401(k) plan still fail to contribute, which is just another way to leaving money on the table. Investing in a 401(k) is one of the easiest ways ...
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The 5 Estate Planning Documents Seniors Need for Protection

As we enter our “golden” years, it is more important than ever to have the proper legal protections in place to safeguard our finances and our personal health, and to protect the financial ...
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Look at a Reverse Mortgage to Supplement Retirement Income

Many retirees – and those planning for retirement – are taking a look at reverse mortgages to supplement their retirement income. If you are 62 or older, a reverse mortgage allows you to ...
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How Boomers Are Redefining Retirement

The generation of baby boomers that broke the mold in every stage of life is continuing to do the same when it comes to retirement. Here are 7 ways that boomers – 10,000 of who reach retirement ...
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How to Tell If Your Nest Egg Will Last Your Entire Life

If you are nearing retirement or are newly retired, chances are that you are concerned about whether your nest egg will last you your entire life. Here are five tips for new retirees to help alleviate ...
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Increase Your 401(k) Contribution for Big Benefits

For most working Americans, 401(k) plans will be the largest contributor to their retirement income besides Social Security benefits. Making sure you have a healthy 401(k) is critical to effective ...
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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
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