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Blog Posts in August, 2014

10 Misconceptions About Estate Planning That Could Cost You Plenty (Part 2 of 2)

When it comes to protecting your family, we know you want to do the right things. But sometimes, preconceived notions of what is true and false can get in the way when it comes to estate planning. ...
Continue reading "10 Misconceptions About Estate Planning That Could Cost You Plenty (Part 2 of 2)" »

10 Misconceptions About Estate Planning That Could Cost You Plenty (Part 1 of 2)

When it comes to protecting your family, we know you want to do the right things. But sometimes preconceived notions of what is true and false can get in the way when it comes to estate planning. ...
Continue reading "10 Misconceptions About Estate Planning That Could Cost You Plenty (Part 1 of 2)" »

How to Help Elderly Parents Manage Their Money

Those fortunate enough to have parents living to a ripe old age are often faced with the challenge of when to step in with care giving duties. The time to do so for healthcare reasons will be obvious; ...
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4 Simple Estate Planning Steps to Avoid Florida Probate

The strategic use of estate planning to protect assets is something every family should consider. Not only will careful planning help you to preserve your assets for future generations, it can save ...
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How to Leave IRA Assets to Heirs

One of the biggest – and costliest – mistakes many people make is failing to designate the right people to inherit IRA assets. Do not make the mistake of lumping your IRA assets into what ...
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3 Steps Estate Administrators Need to Take Immediately After a Death

Have you agreed to be an administrator of someone's estate? If so, you have hopefully learned about what the estate administration process involves and how critical your role is in the proper ...
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The Financial Planning You Need to Do in Your 30s

Once we reach our 30s, most of us are settling into our careers, starting families and thinking more seriously about our financial futures. Here are 7 financial tips that will help 30-somethings plan ...
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How to Rescue Your Retirement From a Divorce

A study by the National Center for Family and Marriage Research found that the divorce rate for Americans over the age of 50 has more than doubled in the last 20 years. Divorcing in later life brings ...
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Know the Warning Signs of Elder Financial Abuse

Financial abuse of the elderly is a growing problem in America, and family members – especially those who live a long distance from an elderly loved one – need to be aware of both the ...
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These Financial Mistakes Can Wreck Your Retirement Plans

As we age and near retirement, the financial decisions we make tend to have repercussions that can linger long into retirement. If you are even a decade or more away from retirement, committing any of ...
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10 Things to Do When You Are Appointed Trustee of a Trust

It's no misnomer that a position with so much responsibility carries the name "trustee". After all, you have been entrusted with a solemn responsibility and you no doubt want to do the ...
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Do These 3 Things Before Age 60 to Have a Better Retirement

If you are currently in your 50s, retirement is certainly on the horizon. You may have already done a good job of saving and planning for your retirement, although recent studies show that more than ...
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3 Steps to Help Minimize Taxes in Retirement

With the federal deficit growing larger every day, it is pretty clear that at some point in the future taxes will rise on all Americans, including retirees. Fortunately, there are some steps you can ...
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5 Tips to Prevent Family Feuds Over Personal Property

When it comes to an inheritance, sentimental items are just as likely to spark a family fight as money. Here are five tips to prevent family feuds over personal property: 1. Inventory all property. ...
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Tips for Managing Digital Assets

Creating an estate plan for yourself – or helping your aging parents with the task – usually involves the disposition of personal property and other tangible assets. Little thought is ...
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Understand the Duties of a Trustee Before Making Your Choice

Naming a trustee for your estate should be done with considerable forethought, with a focus on who can perform the duties of a trustee carefully and completely. This will not always be someone who is ...
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5 Money Mistakes That Can Kill Your Retirement

If you are already retired, you know that protecting and growing your assets is still important. But did you also know how important it is to steer clear of these top five money mistakes retirees ...
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How to Make the Most of an Inherited IRA or 401(k)

If you have inherited an IRA or 401(k), there are ways you can maximize that inheritance that are far preferable to just taking the money and running. Here's what you need to know: Check the ...
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6 Mistakes to Avoid When Naming Life Insurance Beneficiaries

When naming a beneficiary for your life insurance policy, you want to be sure that things go smoothly when it's time for them to inherit. For that reason, you need to pay attention to some common ...
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How to Help Older Parents Keep Their Independence

As parents age, many adult children find themselves having to lend a hand with the things our parents used to be able to do for themselves. The thing is, they still want to do these things for ...
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The Role of Trusts in Estate Planning for Widowers

Many studies have been done on the remarriage rates among widows and widowers, and have all pretty much come to the same conclusion: men who lose a spouse tend to remarry much more often than widows. ...
Continue reading "The Role of Trusts in Estate Planning for Widowers" »
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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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