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Blog Posts in April, 2014

The Benefits of Establishing a Trust

In addition to making efficient asset distributions, trusts are often established as a tax-saving strategy. In recent years, the federal estate tax exemption has fluctuated dramatically; before 2010, ...
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Mistakes to Avoid When Selling Your Business

Baby boomers are the most entrepreneurial generation, with much of their personal wealth tied up in the businesses they own. This makes it more important than ever for boomers to undertake some ...
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How to Protect Your Real Estate Investments

Many people have substantial equity in their real estate investments beyond their primary residence, and those assets constitute a major part of their estate. Due to the growth in creditor claims and ...
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How Boomers Should Prepare for Retirement

Baby boomers represent the largest population segment in the U.S., with more than 10,000 of them turning 65 every day. Unfortunately, many are financially unprepared, which is why financial planners ...
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Post-Divorce Estate Planning Tips

Tip #1: Update your will right away During and after a divorce it may seem impossible to expend energy on anything else. But this is the most critical time to update all of your estate planning ...
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Avoid These Common Estate Planning Mistakes

Unfortunately, if you make a mistake with your estate plan, the consequences could be dire financially. Here are some common estate planning mistakes you need to avoid: Not titling all your assets ...
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7 Ways to Avoid Financial Abuse

Financial scams are on the rise, and it isn’t always the elderly who are vulnerable. Here are some tips for avoiding financial abuse: Check financial advisor’s credentials. The SEC ...
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How and Why to Establish a Special Needs Trust

Many people embark on an estate planning quest in order to help them support the people in their lives with special needs. Special needs can include a variety of medical conditions or situations. ...
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What Types of Families Need an Estate Plan? (Part 2 of 2)

If you are wondering if your family needs an estate plan, you are not alone. Many people ask estate planning attorneys every day if they really do need an estate plan. Regardless of your net worth, ...
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What Types of Families Need an Estate Plan? (Part 1 of 2)

If you are wondering if your family needs an estate plan, you are not alone. Many people ask estate planning attorneys every day if they really do need an estate plan. Regardless of your net worth, ...
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Protect the Beneficiaries of Your IRA with an IRA Trust

If you have more than $200,000 in assets in your IRA, you might want to consider setting up an IRA Trust as beneficiary to ensure your heirs aren’t faced with a big tax bill and enjoy the ...
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Creating a Charitable Trust Benefits Both Donor and Charity

Creating a charitable trust provides substantial benefits to both the trust creator and the charity, and is fairy easy to establish with the help of a qualified Florida estate planning attorney. The ...
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How to Make Sure Your Assets Survive a Divorce

Couples fight over finances more than almost any other topic, and when home finances are ailing many marriages tend to go the same way. If you and your spouse are victims of the bad economy, there are ...
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Save Time and Family Feelings By Making a Plan for Your Assets

Creating a basic inventory of your assets makes it easier to decide who gets what, as opposed to trying to do it off the top of your head when creating your estate plan, or leaving it to your heirs to ...
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Potential Estate Executors Need to Consider These Factors

If you have been asked to act as the executor of someone’s estate, you should take the following circumstances into consideration before you agree: Does the family get along? If someone will be ...
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Differences Between Irrevocable and Revocable Trusts

When it comes to Florida estate planning, there are a number of different types of trusts that can be used to reduce estate taxes and protect assets. And while the exact kind of trust that may be most ...
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Tips for Siblings Caring for Elderly Parents

Many siblings who are sharing caregiving duties for elderly parents with each other don’t make plans until they are prompted by a crisis – the sudden death of an elderly parent, or a ...
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The Best Things Aging Parents Can Do For Their Children

While much advice is being given these days to children of elderly parents on how they can help with finances and healthcare, here is some good advice for what aging parents can do for their adult ...
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Best Ways to Gift Property

Two methods of gifting a non-liquid asset like a vacation home or other piece of real estate include: Qualified Personal Residence Trust (QPRT) – this irrevocable trust allows you to transfer a ...
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What Women Need to Know About Estate Planning

Women generally live longer and earn less than men, which is why estate planning is so important for women. Here are nine things that women should know about estate planning: Caring for yourself is a ...
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How to Use a Prenuptial Agreement as an Estate Planning Tool

Since many people marry more than once, a prenuptial agreement has become an important estate planning tool for those who plan to say “I do” in the near future. A prenuptial agreement is ...
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How to Maximize Your Saving Power Before Retirement

If you are working hard at building your retirement fund, here are some important tips on how to not only boost your savings while protecting your money from unnecessary taxes: Once you turn 59 ...
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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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