Call Today for a Free Consultation!

(239) 330-6674

Careers/Open Positions:

The Dorcey Law Firm, PLC is always seeking highly qualified candidates:

Blog Posts in June, 2015

The Golden Rule of Asset Protection

The golden rule of asset protection is: plan ahead. Once the proverbial asset horse has left the barn, there is no point – or legal way – to close the barn doors. Once a divorce is filed, ...
Continue reading "The Golden Rule of Asset Protection" »

U.S. Supreme Court Ruling on Same Sex Marriage Clears Things Up in Florida

The U.S. Supreme Court ruling that made same sex marriage the law of the land on June 26, 2015, puts an end to confusion in Florida, where a federal judge ruling in January 2015 that such marriages ...
Continue reading "U.S. Supreme Court Ruling on Same Sex Marriage Clears Things Up in Florida" »

7 Common Money Mistakes That Can Cost You and Your Loved Ones

Recently, Consumer Reports Magazine 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 ...
Continue reading "7 Common Money Mistakes That Can Cost You and Your Loved Ones" »

6 Retirement Planning Tips for Women

As we all know, women live longer and earn less than men, so it follows that they need to employ good retirement planning strategies in order to protect their finances. Here are six retirement ...
Continue reading "6 Retirement Planning Tips for Women" »

7 Expenses You Can Eliminate in Retirement

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. ...
Continue reading "7 Expenses You Can Eliminate in Retirement" »

3 Rules for Choosing the Right People to Carry Out Your Estate Plan

Do you need help in choosing the right trustee, executor or agent for your financial power of attorney? This can easily be the most important decision you make with your estate plan. If your executor ...
Continue reading "3 Rules for Choosing the Right People to Carry Out Your Estate Plan" »

7 Mistakes to Avoid When Naming a Beneficiary for Your Life Insurance Policy

Paying careful attention to how you name beneficiaries for your life insurance policy is critical to ensure the benefits are paid to your loved ones as quickly and efficiently as possible. When there ...
Continue reading "7 Mistakes to Avoid When Naming a Beneficiary for Your Life Insurance Policy" »

5 Key Questions to Ask About Your Estate Plan

To ensure the estate plan you created still meets all the goals for yourself and your family, you should have your plan reviewed at least once every 2-3 years. Some people have seen a thoughtful ...
Continue reading "5 Key Questions to Ask About Your Estate Plan" »

Florida Probate: What Happens to Credit Card Debt After Death?

When someone dies, does their credit card debt die with them? The answer is, it depends. If sufficient assets are available in the estate after a debtor’s death, credit card debt will be paid ...
Continue reading "Florida Probate: What Happens to Credit Card Debt After Death?" »

Retirement Planning for Boomers: New Retirement Trends Take Foresight to Plan

The generation that broke the mold in every stage of life is continuing to do the same when it comes to retirement. Here are several ways that Baby Boomers – 10,000 of who reach retirement age ...
Continue reading "Retirement Planning for Boomers: New Retirement Trends Take Foresight to Plan" »

5 Common Estate Planning Errors You Should Avoid

The most common error people make when it comes to estate planning is not having a plan at all. If you have been thinking about creating an estate plan, now is the time to do something about it. Here ...
Continue reading "5 Common Estate Planning Errors You Should Avoid" »

Retirement Planning Tips for Married Couples

Retirement planning for married couples differs significantly from that for singles, since you are planning for the lives of two individuals – one of who (statistics say the wife) will outlive ...
Continue reading "Retirement Planning Tips for Married Couples" »

10 Little Known Facts About Boomer Retirement

1. Boomers are actually retiring. Despite a lot of dire news coverage about boomers being unable to retire, they’re actually doing it. A 2013 MetLife survey found that more than half of ...
Continue reading "10 Little Known Facts About Boomer Retirement" »

5 Common Mistakes New Retirees Need to Avoid

Approximately 10,000 baby boomers retired today, and the same number will follow every day over the next few years. If you have not spent the time necessary to plan for your retirement, you may be ...
Continue reading "5 Common Mistakes New Retirees Need to Avoid" »

How to Make Up for Retirement Shortfalls

While the economic and market news is getting better every day, there are still plenty of people facing retirement whose retirement nest eggs took a severe hit in the past few years. Here are 5 tips ...
Continue reading "How to Make Up for Retirement Shortfalls" »

7 Ways to Help Avoid a Will Contest

Would The Waltons succeed as a TV show today? Probably not. Most popular shows today are about families that fight, and it’s hard to tell if that is a reflection of our society now or vice ...
Continue reading "7 Ways to Help Avoid a Will Contest" »

The Best Place to Retire Will Depend on Advance Planning

There are a variety of “Best Places to Retire” lists and websites, but where you spend your retirement years depends on a lot more than just whether you like the ocean or the mountains. It ...
Continue reading "The Best Place to Retire Will Depend on Advance Planning" »

Top 10 Considerations in Drafting a Florida Will

A Florida will is a crucial document that spells out your wishes for the disposition of your assets – and once you are gone, family members cannot go back and “fix” a will that has ...
Continue reading "Top 10 Considerations in Drafting a Florida Will" »

The Building Blocks of a Great Florida Estate Plan

In uncertain economic times, it is more important than ever to design an estate plan that allows you to not only protect and build upon what you have, but to also keep others from fighting over assets ...
Continue reading "The Building Blocks of a Great Florida Estate Plan" »

Honey, I Unintentionally Disinherited the Kids

Americans are living longer, divorcing more frequently in their later years and remarrying again, making the 50th wedding anniversary virtually a historic relic and posing some estate planning ...
Continue reading "Honey, I Unintentionally Disinherited the Kids" »

Florida Elder Law: 2 Conversations You Must Have With Elderly Parents

A study by Princeton, Harvard and Federal Reserve researchers indicated that financial decision-making ability begins to decline in our mid-50s; however, many people have a difficult time discussing ...
Continue reading "Florida Elder Law: 2 Conversations You Must Have With Elderly Parents" »

What to Do With an Inherited IRA

If you are the beneficiary of an inherited IRA, there are some things you need to know to ensure your inheritance is protected. Since IRS rules govern IRAs, you also need to be up to date on the ...
Continue reading "What to Do With an Inherited IRA" »

The Importance of Designating Beneficiaries Correctly

Incorrect beneficiary designation is one of the most common estate planning mistakes people make and can lead to undesirable tax consequences as well as family feuds over assets. If you are the owner ...
Continue reading "The Importance of Designating Beneficiaries Correctly" »
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
Probate.com