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Blog Posts in July, 2014

10 Answers You Need to Plan Your Retirement

Many people fail to plan properly for their retirement because they don't know the right questions to ask and, more importantly, the answers to those questions. Here is a checklist of 10 answers ...
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2 Key Events That Trigger Need for Estate Planning

Of all the milestones that parents experience, the birth (or adoption) of their children and becoming empty nesters are two of the most memorable. It just so happens that these are also two ...
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4 Important Advantages of Family Limited Partnerships (FLPs)

A Family Limited Partnership (FLP) provides four considerable advantages that are unavailable through any other asset protection vehicle. These advantages are: Asset Shield – a FLP can be used ...
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5 Steps Boomer Wives Should Take Now to Protect Themselves Financially

On average, women live five years longer than men, and it is currently estimated that 70 percent of baby boomer women will outlive their husbands. In many cases, these widows may be unprepared to make ...
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10 Things You Need to Cover in Your Estate Plan Review

Now is the perfect time to schedule an appointment with your estate planning attorney to review your estate plan, keeping these things in mind: 1. If you have acquired new assets since your plan was ...
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3 Tips for Choosing an Executor or Trustee

When trying to decide whom to name as the executor of an estate or a trustee of a trust, many people turn to their children or close family members. Parents with more than one child often feel they ...
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5 Steps Boomers Can Take to Recover Financially

If you've suffered a recent financial setback and need to make a move toward recovering your financial stability, planning experts recommend the following: Be realistic. Be prepared to revise your ...
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6 Financial Questions to Ask Parents Before It's Too Late

During the summer, many of us spend time with our families, including aging parents. Since the economic recession of the past few years has made our parents' financial concerns our concerns as ...
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4 Key Factors That Will Influence Where You Retire

Sandy beaches, tropical climates or mountain vistas: retirement dreams are made of these. Most of us fantasize about retiring somewhere other than where we live right now. Realistically, however, ...
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The Function of an Incentive Trust

One of the issues concerning parents or grandparents with significant assets to pass on to children is the ability to pass along their values as well as to how those assets should be used. Too often ...
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How Parents Can Shield Assets in the Event of a Child's Divorce

Parents who have built up significant assets that they wish to pass on to children may be concerned about asset protection in the event one of their children gets divorced. Estate planning provides ...
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7 Estate Planning Moves to Make in 2014

The passing of the July 4 th holiday reminds us that more than half of the year is gone, so if you were going to make this the year you attended to important estate planning tasks, how are you doing ...
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Top 10 Reasons to Delay Retirement

Not everyone loves retirement. In fact, there are many retirees who, after a few months of doing not much of anything, find they are missing the structure, steady paychecks and social opportunities ...
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Why Beneficiary Designations Are Important

Incorrect beneficiary designation is one of the most common estate planning mistakes people make and can lead to undesirable tax consequences as well as family feuds over assets. If you are the owner ...
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The 5 Documents Every Family Caretaker Needs

If you are or will be caring for an elderly relative, it is critical for you to ensure that person has the proper estate planning documents in place that will enable you to provide the best possible ...
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5 Steps to Put Your Family First Financially

Leaving your family in the best possible financial shape is a primary goal of Florida estate planning; here are some steps you can take now to achieve this: Be sure you have sufficient life insurance. ...
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Pay Attention to Age Milestones to Get the Biggest 401(k) Benefit

Research shows that most Americans who have access to a 401(k) plan still fail to contribute, which is just another way of leaving money on the table. Investing in a 401(k) is one of the easiest ways ...
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Florida Probate: What to Do When a Loved One Dies

At some time in our lives, most of us will face having to deal with the death of a loved one. If this happens suddenly, or at home, there are certain steps that need to be taken by family members or ...
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How to Avoid Unintentionally Disinheriting Your Children

There are certain times when parents do think about disinheriting their unruly children, but it is extremely rare that a parent ever does so intentionally. However, that doesn't mean that ...
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How to Choose the Right Beneficiaries for Your Estate

When you open an investment or retirement account or get a life insurance policy, you will need to designate a beneficiary so the assets can pass as you wish without probate. Most people typically ...
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The Effect of Late Life Divorce on Retirement

The divorce rate for those over the age of 50 has doubled in the past decade, and this can have serious implications for the retirement plans of baby boomers. Boomers are living longer and divorce no ...
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Before You Remarry, Consider These Estate Planning Implications

Clearly the decision to get remarried is more than a financial one, but there are some factors that should be taken into consideration, especially if you are older. The decision to remain single or ...
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How to Prepare a Florida Estate Plan

Getting an accurate picture of your financial situation is the first step in preparing to write a Last Will and Testament or Florida estate plan. Before you visit an estate planning attorney, make ...
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The Dorcey Law Firm, PLC - Fort Myers Attorney
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Phone: (239) 330-6674
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