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How Will I Know When I Can Afford to Retire?

It’s no surprise then that little more than half of Americans surveyed by the Transamerica Center for Retirement Studies say their biggest concern about retirement is outliving their money. The ...
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How Trusts Work in Estate Planning for Regular People

You’ve heard the expression “trust fund babies.” However, trusts are not just for the wealthy. They have a number of uses in estate planning and can be helpful at any asset level. ...
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How to Make Your Charitable Giving Have a Greater Impact

Most donations are made in December, and charities of all shapes and sizes make the most of the holiday spirit. However, by taking a bit of time to plan out charitable giving, including doing some ...
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How Life Insurance Works Best in an Estate Plan

Life insurance can help heirs avoid having to incur expenses like estate taxes, funeral costs and similar expenses. However, it also gives heirs breathing room, so they can make the best use of other ...
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How Does Divorce Impact My Estate Plan?

Was 2018 the year you finalized your divorce? Many people did all they could to finalize their divorces before New Year’s Eve, because there are new tax rules that will impact ex-spouses in ...
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How Do Trust Funds Work?

Trusts can be simple, or they can be complex, depending on what type of trust is being considered and how they are structured. Trusts should be set up by an estate planning attorney, who is familiar ...
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Here's Why Everyone Needs an Estate Plan

If you need to be convinced that estate planning is not just for the wealthy, here’s something to consider. Without a will, the state makes the decisions about who receives your assets when you ...
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Do I Have All the Beneficiaries Set Up Correctly on My Assets?

The typical example is an ex-spouse getting all your retirement savings. However, what if you have a child with an opioid addition, you die, and he or she inherits hundreds of thousands of ...
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Did My Sibling Take Advantage of Distance and Our Aging Mother Before She Died?

This is the kind of family situation that no one should have to deal with. However, siblings don’t always treat each other with kindness, especially when a parent has died and the other sibling ...
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Decisions About Taking Pension Pay-Out Still Challenging

Decisions About Taking Pension Pay-Out Still Challenging There was a time when most people had three sources of income in retirement. One was their savings, the second was Social Security and the ...
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Cancer Patients and Estate Planning

Anyone facing a serious illness, needs to take some time to prepare their estate planning documents. It is never too early for this task to be completed. It’s not just in case of a terminal ...
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Are Estate Planning Documents for the Living, Or the Dead?

Too many people don’t understand the importance of estate planning as a means of protecting themselves and their families, while they are living. There’s more to estate planning than meets ...
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But I Don't Live in an Estate-Why Do I Need an Estate Plan?

If estate planning had a different name, like planning for aging or planning for sickness and death, people might not think that an estate plan is only for wealthy people. However, the legal term ...
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How Can I Use My Life Insurance to Give to Charity?

“Financial planning is an ongoing process that examines your goals, situation and finances, in order to determine if and how these goals can be met. It’s not a product-centric process, but ...
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The Importance of Planning for a Long-Term Illness

Most people who embark on creating an estate plan do so for two reasons: to ensure the financial resources are available for a comfortable retirement, and to secure the financial future of their ...
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Top 10 Asset Protection Planning Tips

Over the past several decades, expanding theories of liability and the great proliferation of litigation have given increased emphasis to asset protection planning. Potential liability is now a major ...
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How to Choose a Trustworthy Trustee

If you are leaving real estate or other assets to your heirs using a trust, one of the most important decisions you will make is the person you choose to act as trustee. That person will be ...
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10 Ways to Fatten Your Retirement Account

It’s no secret that millions of Americans’ retirement savings took a wallop during the last recession, and many pre-retirees are still scrambling to catch up. Here are some ways to help ...
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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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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: http://www.dorceylaw.com
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