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Blog Posts in January, 2015

5 Circumstances That Can Invalidate Your Florida Will

Updating a will is almost as important as making one in the first place. For example, here are five ways your will could be deemed useless if it is not kept current: 1. Death of beneficiaries. If you ...
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7 Steps to Creating an Effective Florida Estate Plan

If you are planning to finally create your estate plan this year -- or are updating an existing plan -- here are 7 steps you need to take to ensure your plan will be as effective as possible: 1. ...
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How to Transfer a Florida Homestead Via a Will

In 1996, an important Florida court decision in Knadle v. Estate of Knadle found that if anyone uses a will to direct a personal representative or executor to sell a Florida homestead for the purpose ...
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Be Sure to Comply with Florida Law When Naming Your Executor

One pitfall that some people making when creating their wills is to name an executor who does not comply with Florida law. Florida is the only state that requires a personal representative to be a ...
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Making Challenges to a Florida Will

In order to challenge a Florida will, it may be necessary to prove that the person making the will -- the testator -- lacked what is known as testamentary capacity. In other words, that the person ...
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Life Insurance Can Help Fund a Secure Retirement

Life insurance can be used for more than leaving money to a spouse or other family member; many Americans are now looking at permanent life insurance policies to provide a more secure retirement. ...
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Should You Pay Off Your Mortgage Before You Retire?

Conventional retirement planning wisdom put paying off your mortgage before you retire at the top of the "to-do" list. However, that may no longer be the case. With mortgage rates at ...
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How to Save Your Family Business for the Next Generations

The Family Business Institute has reported that just 30 percent of family-owned businesses survive past the next generation, with only 12 percent making it to a third generation. Research on ...
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How to Determine If You Should Buy Long-Term Care Insurance

Research shows that most of us will need some sort of end-of-life care. Many people choose to fulfill this need by obtaining long-term care insurance so their estate is not depleted by healthcare ...
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What Happens to Florida Estates With No Will

Dying in Florida without a will (known as "dying intestate") means that state law determines how your assets will be distributed. Florida intestacy law requires that an estate be divided as ...
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A Surviving Spouse's Guide to Social Security and Pension Payouts

One of the biggest concerns of surviving spouses is income, especially if their deceased spouse was the primary income generator through Social Security and pension benefits. Here are answers to the ...
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The Florida Estate Planning Bucket List: What to Do Before You Die, Part 2 of 2

We've come up with 16 estate planning items you need to check off your bucket list to ensure your estate and your loved ones are fully protected after you are gone. Here are the second eight: ...
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The Florida Estate Planning Bucket List: What to Do Before You Die, Part 1 of 2

As most people know, a "bucket list" is an inventory of everything we want to do before we die – things like travel to exotic destinations or risky activities like skydiving. While ...
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How to Avoid Probate in Florida Through Succession Planning

Part of savvy estate planning in Florida is making sure your assets are set up with "right of survivorship" (also called "succession planning") in order to avoid probate entirely. ...
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Estate Planning for Same-Sex Married Couples in Florida

Now that same sex marriage is recognized in Florida, married couples of the same sex can take advantage of a fantastic tax break called portability, which means that these couples – who can ...
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How to Get Bigger Social Security Benefits if You Retired Early

If you retired prior to your full retirement age and now need extra income that retiring later might have provided for you, there is a little-known way that you can get a "do over" when it ...
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How to Protect the Deceased from Identity Theft

As many as 2.5 million deceased Americans have their identities stolen each year. According to recent research, nearly 800,000 cases involved thieves using the stolen identities to open lines of ...
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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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