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Blog Posts in July, 2015

5 Steps That Will Leave Your Family in Good Financial Shape

Leaving your family in the best possible financial shape is a primary goal of Florida estate planning; here are some steps you can take now to achieve this: 1. Be sure you have sufficient life ...
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10 Estate Planning Myths That Can Cost Your Family (Part 2 of 2)

We’d like to dispel 10 common estate planning myths that, if you believe them to be true, could prove to be disastrous for your family. Here are the second 5 of 10: You don’t need a lawyer ...
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10 Estate Planning Myths That Can Cost Your Family (Part 1 of 2)

We’d like to dispel 10 common estate planning myths that, if you believe them to be true, could prove to be disastrous for your family. Here are the first 5 of 10: Estate planning is only for ...
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Financial Planning for Boomer Widows

It is currently estimated that 70 percent of baby boomer women will outlive their husbands, and a recent ING Direct USA survey found that almost 80 percent of boomer women say they lack the financial ...
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3 Considerations When Retiring Overseas

Retiring overseas has become increasingly popular as Americans try to stretch their retirement dollars as far as possible while still enjoying an active lifestyle. In fact, it has been estimated that ...
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5 Steps to Take Now for a Better Financial Future

Research shows that more than half of us will underestimate how much money we will need to live on in retirement, primarily because most of us also underestimate how long we will live. But with the ...
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Estate Planning Considerations for Single Parents

It is estimated that one-third of American children live in a single-parent household, and single parents are advised to create an estate plan that provides protection for their children. Here are ...
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Tips for How to Organize Your Estate

Creating a comprehensive Florida estate plan is the first step in protecting assets for you and your family. But don’t stop there. Here are some tips to ensure your estate is properly organized: ...
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What to Avoid Following the Death of a Spouse

The loss of a spouse is one of life’s most painful and stressful events, and there are financial landmines that a newly widowed person should be aware of and avoid, including: Making rash ...
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How to Prepare for the New Retirement

The working life of most Baby Boomers has probably been vastly different than that of their parents – starting with the fact that, if you are married, both of you are probably working. One or ...
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Tips on Preventing Identity Theft After Death

A study reported recently in TIME magazine found that more than 2.5 million dead Americans are victims of identity theft annually. According to the research by ID Analytics, identity thieves are using ...
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The Florida Estate Planning Bucket List, Part 4 of 4

While a bucket list focuses primarily on our own desires, an estate planning bucket list is not just for you but also for your loved ones. There are 16 estate planning items you need to check off your ...
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The Florida Estate Planning Bucket List, Part 3 of 4

While a bucket list focuses primarily on our own desires, an estate planning bucket list is not just for you but also for your loved ones. There are 16 estate planning items you need to check off your ...
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The Florida Estate Planning Bucket List, Part 2 of 4

While a bucket list focuses primarily on our own desires, an estate planning bucket list is not just for you but also for your loved ones. There are 16 estate planning items you need to check off your ...
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The Florida Estate Planning Bucket List, Part 1 of 4

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. Of ...
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Reasons to Refuse an Inheritance

No matter how good or bad the economy may be, most people wouldn’t think of refusing an inheritance. However, there are several valid reasons for doing so, including: Taxes. If you have a son or ...
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7 Good Reasons to Change Your Florida Will

As life changes, your estate planning documents—particularly your Florida Last Will and Testament -- may need to change as well. Here are 7 reasons to update your will: Marriage. Most states ...
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Remarriage Also Means Review of Florida Estate Plan

Summer is high season for weddings in Florida, and if you are remarrying this year you should make reviewing your estate plan a priority before you take that trip down the aisle. A Fort Myers estate ...
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How to Choose the Right Fiduciary

A fiduciary is the person you select to be your estate executor, the trustee of a trust or someone granted your financial power of attorney. Choosing the right fiduciary for these important roles ...
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Expecting a Baby? Time to Make These Estate Planning Moves

A few years ago, Facebook founder Mark Zuckerberg used estate planning tools to pass assets to his unborn children, funding a grantor retained annuity trust (GRAT) with pre-IPO stock, which Forbes ...
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4 Questions You Need to Ask About Long-Term Care Insurance

There are 4 important questions you need to be asking yourself before you purchase long-term care insurance: Will you need long-term care? About 70 percent of us will need some kind of assistance ...
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How to Keep Peace - and Assets -- in the Family

Family law practitioners agree that few things can cause an inheritance fight like a second marriage. So when you consider these statistics: 90 percent of Americans marry 50 percent of married couples ...
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2 Strategies for Reducing Estate Taxes

Any estate planning attorney can tell you that there are many, many ways to lower your estate taxes; some are very effective for certain people while for others they are not. Below are two popular ...
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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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