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Blog Posts in 2015

245 results found. Viewing page 1 of 10. Go to page 1 2 3 4 5 6 7 8 9 10   Next

Ways Estate Planning Can Help Disabled Heirs

Caring for a disabled child is difficult enough while you are alive, but parents of these special needs children often worry most about what will happen after they are gone. Here are some tips to plan ...
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Strategies for an Early Retirement

While there are lots of people who want – or, in some cases, have – to work well past retirement age, there are probably more of us who are looking forward to the day when all our days are ...
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Debunking 5 Common Retirement Myths

It is important that your retirement plan is based on reality instead of some of the common myths about retirement. Here are five of those that do not stand up to reality: 1. You will spend less once ...
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4 Ways to Help Aging Parents Protect Their Finances

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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Top 10 Estate Planning Basics

Many people neglect to do the proper estate planning because they have the common misperception that the process is just too complicated. Breaking it down into basics can help you get a handle on ...
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How to Plan Your Giving with Estate Planning

Florida probate law protects the surviving spouse and specific surviving children from total disinheritance, even if the decedent did not provide for them in a will. When a spouse dies, Florida law ...
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Remember These 7 Estate Plan Essentials

Here are seven estate planning essentials you need to bear in mind as you prepare or update your estate plan: Assess your net worth. Not only is this assessment important from a tax standpoint, but it ...
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Tips on Choosing the Right Senior Living Community

If you are nearing the age where you are thinking about moving to a senior living community, or are in charge of finding the right place for aging relatives, chances are that you are probably going to ...
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Tips on How to Choose a Nursing Home

Many times a sudden accident results in the need to quickly find a nursing home for an elderly person, leaving little or no time to do the proper research. If you are caring for someone who may need a ...
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Avoid These 7 Deadly Sins When Creating Your Estate Plan

Floridians creating an estate plan should take steps to avoid these 7 deadly sins: 1. Not having a plan. Actually, everyone has an estate plan – if not one of your making, then one that Florida ...
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5 Common Overlooked Retirement Costs

A survey of members of the National Association of Personal Financial Advisors about what retirement surprises their clients most often encounter yielded a list of 5 retirement costs that are usually ...
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How to Leave an Inheritance and Protect Family Harmony

To maintain family harmony, parents should focus on two primary considerations when making inheritance decisions: how you want to be remembered and how your decisions will affect relationships among ...
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Should You Make a Trust the Beneficiary of Your IRA?

If you have substantial assets in tax-deferred retirement accounts that will pass to beneficiaries upon your death, it is likely that you would like to see that money last your beneficiaries as long ...
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How to Plan for the Impact of Taxes in Retirement

Is it possible that you may be paying more in taxes after you retire? Unless you optimize your retirement withdrawals, it is entirely possible. Retirees can wind up with as much as one-third more to ...
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Tax-Smart Ways to Fund A Grandchild's College Tuition

Grandparents who are looking for ways to help their families fund a college education can do so in ways that also help them save on taxes: Direct Tuition Payments. There is no federal tax due on ...
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How to Secure a Better Retirement

Current research shows that a majority of Americans are doing a poor job of saving for retirement. In fact, many have given up on the dream of being able to retire in the belief that they will have to ...
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7 Considerations When Creating Your Florida Estate Plan

The more difficult the financial times, the more imperative it becomes to create a solid estate plan to protect what you’ve got and keep others from feuding over it once you’re gone. Here ...
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Assets That are Subject to Probate in Florida

Do you know what is going to happen to your assets after you die? Even if you have created a Last Will and Testament, you may not be able to answer “yes” to that question. Unfortunately, ...
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How to Save Your Home for Your Children

It is important for Floridians to realize that your house — which you may have left to your child or other family member in a will — may never belong to them if your end-of-life care or ...
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Tips on Making Safe Charitable Contributions

When you donate to charity, you want to be sure your money is not being wasted or, worse, going to a fraudulent enterprise. Here are a few tips on ensuring your charitable contributions are doing the ...
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What Executors Need to Know About Closing an Estate

Being the executor of an estate is a serious responsibility; here are four major steps that executors need to consider when closing an estate: Filing a final 1040. The executor is responsible for ...
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What a Trust Can Do For You

Experts say that a trust can be beneficial for your Florida estate plan, even if you have a net worth of only $100,000. If you have owned a home in Florida for a long time, or have a small business, ...
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How Estate Taxes Get Paid

If your estate will owe federal estate taxes, those taxes must be paid within nine months of your death. Although only about two percent of estates will ever face estate taxes due to the high ...
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Practical Ways to Cut Costs in Retirement

Baby boomers who are nearing retirement and find they don’t have enough saved to live as they wish may find it necessary to work longer, take Social Security benefits later and continue to find ...
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Questions to Ask Before You Choose Your Trustee

If you are leaving assets to heirs via a trust, one of the most important estate planning decisions you will make is selecting who will administer the trust after you are gone. The person you choose ...
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dorcey law firm
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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