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Blog Posts in May, 2014

Estate Administration: What to Do Immediately After Death

The vast majority of people who have been named as someone's estate executor have never held the position before and have no idea what to do once their executor duties kick in following the death ...
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4 Simple Steps to Begin Your Estate Planning

Is another year slipping by without you developing a new estate plan or updating your old one? If so, you still have time to accomplish this important task for protecting both yourself and your loved ...
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3 Ways to Reduce Taxes While Saving for Retirement

Part of planning for retirement is planning for the tax bite you will incur once you retire. Here are three ways that you can help reduce your taxes while saving for retirement: Use your 401(k). ...
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5 Tips to Help Your Retirement Nest Egg Go the Distance

If you are newly retired, chances are that you are still concerned about whether or not your nest egg will last you your entire life. Here are some tips for new retirees to help alleviate these ...
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4 Things Everyone Should Know About Death and Taxes

The two things we cannot avoid – death and taxes – are unfortunately the two things most of us do almost anything to avoid talking or learning about. Yet we want both to be as painless as ...
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3 Important Estate Planning Documents That Keep You in Control

These three documents are crucial for you to execute as part of your estate plan to maintain control: Last will and testament – it’s called a will because it expresses your will – ...
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5 Good Reasons to Create an Asset Protection Plan

By creating an asset protection plan, you are able to protect your assets from taxation and creditors, as well as maintain control over how those assets are handled during your lifetime and ...
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4 Common Estate Planning Mistakes You Need to Avoid

Estate planning is crucial to protecting your assets, not only for your own use during your lifetime but also for future generations. However, it is just as important that you avoid these common ...
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How to Take Care of Your Digital Assets in Your Estate Plan

If you’re like most Americans, you have a rich digital life. You may bank online, invest online and certainly interact socially online. But where do those assets go after you do? Unfortunately, ...
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Estate Planning Considerations When a Divorce Looms

For most people, there are four main estate planning issues that are of concern during a divorce: How assets are divided now, and how they will be distributed after death Re-designation of ...
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Why You Should Include a Letter of Instruction in Your Estate Plan

While there is no substitute for an up-to-date estate plan, there are some instructions or guidance you may wish to leave your heirs that don’t naturally fit into a will, trust or other estate ...
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Boomers Shouldn't Feel Too Young for an Estate Plan

Many baby boomers have avoided creating a living will or advance health care directive because they feel young and healthy, and don’t believe they will need these important estate planning ...
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Retiring Soon? Do These Things First

If you are retiring soon and don’t have a solid plan for your transition, here are some things to consider: Course correction – if you haven’t reviewed your retirement plan in the ...
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Why You Need to Review Your Estate Plan After a Move

Let’s say you have spent the time and money necessary to create an estate plan that includes a will, a living will, durable powers of attorney, advance health care directives and maybe even a ...
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Estate Planning Options for Pets

If you want to make sure there is someone to lavish the same kind of care that you do on your pampered pooch or cherished cat if you should suddenly become incapacitated or die, then you should have a ...
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How to Keep Your Estate Plan Relevant

Like many things in life, estate planning is an ongoing process and change is an inevitable part of that process. To ensure that your estate plan remains relevant through the years, you should: Update ...
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5 Steps to Help Fill the Retirement Income Gap

A recent Fidelity Investments survey found that an average retiree faces a 28 percent shortfall in retirement income, which equates to a median $2,100 per month shortfall for baby boomers who want to ...
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Planning for Children With Special Needs

Almost 20 million American families include a special needs child, and planning for that child’s needs throughout his or her life can be daunting. Most parents approach estate planning for a ...
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10 Smart Estate Planning Steps for Boomers

Estate planning is crucial for baby boomers since they represent a majority of the personal wealth in our country, and will passing a good piece of that along. Here are the first five of 10 smart ...
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Moving for Retirement? Ask These Questions Before You Go

Unlike the generations before them, boomers often view retirement as a fresh start rather than a time to sit back and relax. Many plan to move to a new locale, but before you go, be sure you ask ...
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Shape Up Your Retirement in 2013

If the past few years have played havoc with your retirement plan, you may want to consider taking these steps to whip that plan back into shape: Review retirement account fees – excessive fees ...
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4 Ways to Avoid Probate in Florida

No matter what state you live in, the probate process is burdensome, costly and time consuming. In many cases, you can easily avoid probate and save your heirs plenty of time and trouble. Here’s ...
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The Dorcey Law Firm, PLC Blog

Are you interested in learning about the cases our firm handles? Or perhaps wish to read a lawyer's opinion on certain laws or issues regarding one of our practice areas? If so, please feel free ...
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Is Your Company's Intellectual Property Protected?

While your company may not be ready yet for the Fortune 500, it likely has intellectual property (IP) that needs to be protected, including the company name, product name(s), logo, slogan, marketing ...
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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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