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Catching Up in Retirement Savings Later in Life

Nearly half of American households older than 55 have no retirement savings. The U.S. Government Accountability Office says that this number is actually better than in the past. According to the ...
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Life Insurance Still Has an Important Role in Estate Planning

Since the financial recession of 2008, many baby boomers changed their thinking about their retirement savings outlook. They aren’t as optimistic as they once were, and don’t expect to ...
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Is Your Estate Plan Working for You?

Remember that estate planning is not just for the wealthy, and now that the federal exemption is so high, not just for the billionaires either. Estate planning is also much more than a will. Your ...
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How Should I Plan to Age as a Single "Elder Orphan?"

No one plans to be elderly and alone, but if you are single and either have no immediate family members or are not close with your family, you need a game plan, if you need long term care of any kind. ...
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Freezing Your Child's Credit-Should You? And How?

If you’re among the Americans who decided to freeze their own credit, you might not have thought about freezing your child’s credit too. The law requires credit bureaus to offer this ...
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Filing Taxes After a Parent Passes

The death of a parent results in a flurry of paperwork, including taxes. One of the tasks that must be taken care of, is what is grimly referred to as the “final” individual federal and ...
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Estate Planning for Collections, From Coins to Cars

If your favorite uncle is an avid collector, be prepared for a challenge says Forbes in the recent article, “Astute Estate Planning For Art, Antiques And Valuable Collectibles.” Unless the ...
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Before Saying Yes to Serving as a Power of Attorney, Read This

It is an honor for a family member or a trusted friend to ask you to serve as their power of attorney. It means they trust you implicitly and believe that you are qualified to look after their ...
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End of Life Measures Get Complicated with Shared Legal Powers

Simple things get complicated in blended families. It’s often the nature of the beast. The idea that stepchildren and a spouse will work together to make health care decisions when their parent ...
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Do I Have to Pay Taxes on an Inherited House?

If you have inherited the family homestead, there may be a number of different taxes that have to be paid, depending on how the estate was structured and what state the decedent resided in. When a ...
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And You Thought a Volatile Market Was a Threat to Your Estate Plan

It seems like families need to spend more time discussing estate plans and their finances, especially if they are blended families, to prevent major disruptions. For the second consecutive year, ...
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Is It Too Late for Me to Get Ready to Retire?

Most of us don’t realize how important it is to save and plan for retirement, until we’re around the corner from that big change. Sometimes you can catch up, and sometimes you have to ...
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Is an "Ethical Will" Another Version of a Legacy Letter?

Sharing values and family histories to younger generations is something that takes place over the course of a lifetime. However, it can also be put into an ethical will to create a more cohesive ...
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Inheritance Taxes and Stepchildren: How Does it Work?

Here’s a somewhat complicated scenario, but one that is not uncommon today. A man marries three times. Two children are born to his first wife, he next marries a woman with two children who ...
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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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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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