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Blog Posts in March, 2014

Do You Know the Difference Between a Will and a Living Will?

Although they may seem quite similar, there is a big difference between a Will and a Living Will. A Will is a legal document that details your wishes for how your assets should be distributed after ...
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9 Steps to Create a Florida Estate Plan

Make a List of Your Assets. List both your assets and liabilities, and determine if they are owned by you alone or jointly. Try to estimate the fair market value for each. Create a Last Will and ...
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Take Precautions When Planning for Loved Ones with Special Needs

If you are the parent or guardian of someone with special needs and are concerned about their future after you are gone, proper estate planning is critical. By establishing a special needs trust, a ...
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Estate Planning for Baby Boomers: 3 Issues Your Parents Probably Didn't Face

Approximately 10,000 baby boomers reach retirement age every day in the U.S. and one thing is clear: their retirement is nothing like their parent’s retirement, both financially and emotionally. ...
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How to Use Estate Planning to Take Care of Your Parents

One of the main motivations for most adults who create a Florida estate plan is to ensure their minor children are taken care of in case they die unexpectedly. However, with more and more adults ...
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Why The Best Time to Plan for Asset Protection is Before You Need It

Protecting your assets is one of the best things you can do to ensure a secure future for what you own, especially liquid assets, real property, and intellectual property. You may want to protect your ...
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The 3 Legal Issues You Should Handle For Your Elderly Parents

The gift of a more stress-free life would probably be a welcome one for any elderly parent; helping them handle these legal issues can contribute a great deal to their quality of life: 1. Estate ...
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Estate Planning Insights for Couples Without Children

While many of us have been blessed with the good fortune of having children we can count on to care for us in our “golden years,” and whom we will happily leave our earthly belongings to ...
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5 Reasons Not to Delay Creating a Florida Estate Plan

Here are five very good reasons you should not delay in creating an estate plan: 1. Florida has a plan for your estate if you don’t – and it entails a lengthy and expensive probate ...
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How To Ensure Your Partner Receives Retirement Benefits

Currently, unmarried couples comprise 12 percent of U. S. couples, a 25 percent increase in just one decade. When it comes to retirement benefits, couples that are not married can use estate planning ...
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Top 10 Tax Deductions for Small Business 2012

Auto expenses. If you use your personal car for business, or if your business owns a vehicle, you can claim expenses in one of two ways: actual expense (keep good records) or standard mileage rate ...
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How to Protect Your Business If You're Not Around to Run It

If you are a Florida business owner, you have undoubtedly given some thought to business succession planning. And most likely the thought has gone to long-term planning and establishing an orderly ...
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When Should You Start Taking Social Security?

Even though the recent recession caused many people to extend their retirement dates, many of us should still be planning for that eventuality. And determining when to claim Social Security benefits ...
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How to Keep Your Will From Being Contested

With the economic downturn came an increase in the number of wills that are contested each year. Here are eight tips that estate experts advise clients to take to minimize the chance their wills will ...
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How Parents Can Protect Their Children Through Florida Estate Planning

Florida parents who want to create an estate plan to protect their minor children in the event of their premature death or incapacity need to think beyond just choosing a guardian. Here’s what ...
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How to Help Parents Protect Retirement Savings

One of the most important ways you can help your aging parents is to safeguard their retirement savings by helping them find better ways to manage those precious resources. You should pay particular ...
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5 Things That Will Crack Your Nest Egg

Having too much debt. Paying off high interest credit card debt robs you of the ability of save for retirement. Spending your savings on college. Many couples make the mistake of prioritizing paying ...
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4 Steps to Protect Your Inheritance

Keep it separate – in Florida, an inheritance belongs to the spouse who receives it, as long as they keep it separate. You can protect your inheritance by keeping it separate from marital ...
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What Is a Florida Self-Proving Will?

A self-proving will certifies that a will has been properly signed by the witnesses and the testator (the person whose will it is), and features a self-proving affidavit as an attachment to the will ...
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3 Best Ways to Help Your Executor Carry Out Your Wishes

When you ask someone to execute your will in Florida, you are placing a great deal of trust in that person, and are asking them to take on a great deal of responsibility. Before asking a friend or ...
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The Benefits of an Offshore Asset Protection Trust

An offshore asset protection trust can be a great way to protect what is rightfully yours in the event of malpractice, predatory creditors, and much more. Here are the major benefits of an offshore ...
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The Dorcey Law Firm, PLC - Fort Myers Attorney
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Phone: (239) 330-6674
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