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Blog Posts in February, 2014

Top 15 Most Overlooked Tax Deductions, Part 3 of 3

American Opportunity Credit – This tax credit is available for up to $2,500 of college tuition or related expenses for individual taxpayers with an adjusted gross income of less than $80,000 ...
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Top 15 Most Overlooked Tax Deductions, Part 2 of 3

Moving Expenses for First Job — If your first job entails a relocation, you can deduct your moving expenses – but only for your first job, which must be at least 50 miles away from your ...
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Top 15 Most Overlooked Tax Deductions, Part 1 of 3

State Sales Taxes – Since Florida does not have a personal income tax, taking this write-off can really add up, especially if you have purchased a large ticket item like a car or boat. ...
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Who Can Serve as a Florida Executor?

Many people who live in Florida or own real estate here may not realize that the person they choose as the executor of their estate is required by Florida law to be related to you by marriage or ...
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How To Avoid IRS Audit Red Flags

The IRS recently announced a simplified way to take a home office deduction – long considered a potential red flag for an IRS audit – that will be available for the 2013 tax year. The new ...
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Retirement Planning Guidelines For Gen X And Gen Y

A recent news item about a new dating website that matches people based on their credit scores leads us to believe that members of Gen X and Gen Y may be more concerned about financial security then ...
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10 Estate Planning Steps to Take Now, Part 2 of 2

Properly fund your revocable trust. If you have established a revocable trust but have not yet titled the assets you are placing in the trust, it is an empty shell and will not help you avoid probate. ...
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10 Estate Planning Steps to Take Now, Part 1 of 2

Create/update estate plan with new taxes in mind. The fiscal cliff tax deal passed on Jan. 1 imposes new estate, gift and GST tax rates on Americans and you need an estate plan that reflects this new ...
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Getting a Divorce? Time to Update Your Estate Plan

If you are getting a divorce or have recently been divorced, you need to be sure your estate plan reflects your current status. Here are some tips: Update your will. If your ex is still listed as ...
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Changes To Retirement Benefits In 2013

This year, retirement benefits are changing in a number of important ways; here is a summary of those changes: Contribution limits to 401(k)s and IRAs increase by $500, but catch-up contributions for ...
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7 Mistakes New Retirees Need to Avoid, Part 2 of 2

With 10,000 baby boomers turning 65 every day, the ranks of new retirees are growing faster than ever before. Here are the last three of seven mistakes new retirees need to avoid to ensure a smooth ...
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7 Mistakes New Retirees Need to Avoid, Part 1 of 2

With 10,000 baby boomers turning 65 every day, the ranks of new retirees are growing faster than ever before. Here are the first four of seven mistakes new retirees need to avoid to ensure a smooth ...
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Changes to Social Security in 2014

The Social Security Administration recently announced several changes to the program for 2013, including: Larger monthly checks – Social Security payments will increase by 1.7 percent in 2013, ...
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How to Help Offset the 3.8% Medicare Surtax

There is one new tax many of us will see in 2013: the 3.8 percent Medicare surtax that will be used to offset the expanded costs of the Affordable Care Act. The new surtax will be applied according to ...
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5 Reasons Why Florida Probate Takes So Long

For some estates, the Florida probate process can take months or even years to complete. There are a number of factors that can contribute to why probate can take a long time; here are a few of those ...
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Help for Executors in Administering Estates

Many people agree to become an executor of a parent or close friend’s estate without really considering what that job entails. Then the parent or friend dies, and the executor has no idea what ...
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How Baby Boomers Can Protect Assets in a Divorce

While the overall divorce rate in the U.S. has declined over the past 20 years, it has doubled for Americans over the age of 50. Financial experts warn that the stakes are higher for those divorcing ...
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5 Common IRA Mistakes That Could Cost You Plenty

Americans currently have invested more than $5 trillion in IRA accounts, and much of these assets will eventually pass to heirs. To ensure that as much of these assets pass according to your wishes, ...
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Why You Should Consider Entrusting Your Retirement Accounts to a Trust

Most people who do a good job of saving for retirement in tax-deferred retirement accounts usually wind up leaving a good portion of these assets to heirs. And while you may wish that your heirs would ...
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Prenuptial Agreements Can Be Important Estate Planning Tool for Late-Life Marriages

People are living longer and continue to marry as they age, making prenuptial agreements an important estate planning tool for seniors who plan to wed. A Fort Myers estate planning attorney can help ...
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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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