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Blog Posts in September, 2014

Estate Planning: Top 7 Money Mistakes and How to Avoid Them

Consumer Reports Magazine has singled out the 7 most common money mistakes based on data from their national survey about Americans' money habits and provided the following advice on how to avoid ...
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Retirement Planning: 7 Expenses You Can Eliminate Once You Retire

Creating a retirement budget is a challenge for most of us since estimating what we will actually spend in our retirement years – which can span several decades – can be almost impossible. ...
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5 Steps to Get Your Retirement Back on Track in 2014

2014 is fast coming to a close, and if you have put off saving for your retirement there are five things you need to do before year-end that can help you get your retirement saving back on track: Make ...
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7 Steps to Get Yourself Ready for Retirement

If you are planning to retire soon, here are 7 things you need to consider before you take the plunge: Are you fully vested in your retirement benefits? Many employers require that you become fully ...
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How to Prevent Identity Theft After a Loved One Dies

According to the AARP, nearly 2.5 million deceased Americans are the subjects of identity theft every year. Thieves gather personal information from obituaries, purchase the decedent's Social ...
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10 Steps to Protect Your Estate from Litigation

Of all the things we plan to leave our families, a lawsuit surely is not one of them. Yet thousands of suits are filed every year and families torn apart because enough care was not taken when ...
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How to Pass On a Vacation Home Without a Family Feud

Whether it's a little cabin in the woods or a luxurious beach retreat, families with vacation property spend a lot of time and effort making priceless family memories there. It is only natural ...
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How to Fund Your Florida Trust

Once you create and sign a Florida trust, the next step will be to transfer your assets into – or "fund" – the trust. A trust that has not been funded is an empty shell, and will ...
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Should You Retire That Mortgage Before You Retire?

Conventional wisdom has held that paying off your mortgage is highly desirable prior to retirement. But that was before historic low interest rates made paying off a mortgage less attractive. People ...
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3 Good Estate Planning Options for Dealing With Your Stuff

The late comedian George Carlin had a famous routine about "stuff" where he called our homes "just a place to keep your stuff while you go out and get more stuff!" But to most of ...
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How to Have The Talk With Your Aging Parents About Finances

Once you're an adult, the most difficult subject to discuss with your parents has nothing to do with "the talk" you may have had as a teenager. It's about finances -- specifically, ...
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Two Cautionary Tales About Keeping a Will Up to Date

The wills of two celebrities who died in the past year – Philip Seymour Hoffman and Paul Walker – illustrate the importance of keeping your will up to date. Hoffman died with a 2004 will ...
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Life Estate an Option for Passing on Your Home and Avoiding Florida Probate

There is one way that heirs can inherit real estate while avoiding the cost and hassle of probate: through the use of an estate planning tool known as a life estate. A life estate is a deed that ...
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Retirement Planning: 5 Key Benefits of Increasing Your 401(k) Contributions

For most working Americans, 401(k) plans will be the largest contributor to their retirement income besides Social Security benefits. Making sure you have a healthy 401(k) is critical to effective ...
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How Family Loans Can Provide Estate Planning Benefits

A lingering effect of the economic recession of recent years is the difficulty individuals still have in obtaining loans, especially if those seeking a loan are young. Parents or grandparents of young ...
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4 Bad Things That Can Happen When Assets Are Owned Jointly

It is not unusual for a parent to add an adult child as a joint owner of property, bank accounts, investment accounts or other assets, but there are risks to choosing joint ownership over basic estate ...
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Funding Your Trust: Missing This Step is a Big Misstep

Once your estate plan is in place, you will feel a great sense of relief. The estate plan process, however, is not quite over. There are final steps that need to be taken, including the need to ...
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5 Simple Steps to Create Your Estate Plan

If an estate plan has been on your perpetual "to do" list that has never gotten done, here are 5 tips to get you on your way now: Create a will. This most basic estate planning tool is one ...
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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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