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Blog Posts in March, 2015

Top 10 Smart Estate Planning Moves to Make Now

If you have completed your 2014 federal tax return and are left wondering if you could have done a better job in managing your assets, here are 10 smart estate planning moves you should consider ...
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Best Retirement Plan Options for the Self-Employed

Whether it due to the recent recession and high unemployment rate, or baby boomers starting second careers, more Americans than ever are becoming self-employed. If you are one of those entrepreneurs, ...
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Remember to File Gift Tax Return by April 15

Not only are individual income tax returns due on April 15 this year, but so is your gift tax return (Form 709), which covers taxable gifts made during 2014. Any taxpayer who gave more than $14,000 ...
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Avoid These Top 10 Tax Filing Mistakes

Here are 10 of the most common tax filing mistakes that you will want to avoid this tax season: Wrong Name/Social Security Number. Everyone on your tax return, including dependents, must have the ...
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Protect Assets With a Spousal Lifetime Access Trust

High net-worth couples that want to protect and maximize their $10.86 million gift tax exemption but don’t want to lose access to income and principal should consider a spousal lifetime access ...
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5 Common Myths About Retirement

Many people who have done even some retirement planning feel comfortable that they have it all figured out. However, there are a few myths retirees still believe that can have a negative impact on ...
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What Florida Employers Need to Know About Workplace Laws

Florida employers must operate under both the state and federal laws that govern a company’s relationship with its employees. These include: At-Will Employment – In Florida, employees work ...
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7 Reasons to Change Your Florida Will

If you’re like most people, then something has probably changed in your life in the past few years – and many times the change is significant enough to warrant a thorough of your will, ...
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6 Reasons to Disclaim an Inheritance

Any time you receive a gift from someone else’s estate, you always have the option of declining that gift. This is known as “disclaiming an inheritance,” and although it ...
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3 Reasons Why Estate Executors Need a Probate Attorney in Florida

If you are a Personal Representative (executor) of an estate, Florida law is clear as to your responsibilities and obligations. Florida law specifically requires you to retain a Florida attorney. ...
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Common Reasons for Contesting a Florida Will

Many states recognize no-contest clauses in wills -- a clause stating that if someone challenges your will and loses, that person is disinherited from the estate -- but Florida is not one of them. ...
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Avoid These 5 Mistakes When Incorporating Your Business

Incorporating your business is most definitely not a do-it-yourself project; you need to take care to avoid these five common errors: 1. No founders’ agreement. The very public squabble among ...
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Why a Will and Trust Review is Necessary

Just like a sailor must make corrections to avoid being blown off course, it is necessary to periodically review your estate planning documents to determine if any course corrections should be made. ...
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The Duties of a Personal Representative During Probate

Many people agree to become a Personal Representative without really considering what that job entails. Then the estate owner dies, and the Personal Representative has no idea what to do to fulfill ...
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How Long Does Probate Take in Florida?

For some estates, the Florida probate process can take 6-12 months or, if the estate is complex, even several years to complete. There are a number of factors that can contribute to why probate can ...
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Is Probate Necessary in Florida if There is a Will?

Most people think that if somebody dies with a will, getting their inheritance will be fairly simple and easy. However, if a person dies in Florida with or without a valid will, the estate still might ...
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10 Tips for Giving Your Retirement Plan a Tune-Up

You keep yourself, your home and your car in good condition by performing regular maintenance, and there is no reason the same cannot be beneficial for your retirement plan. Here are 10 tips for ...
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5 Unexpected Expenses That Could Ruin Your Retirement

Planning for the unexpected is seldom easy, and failing to plan can make a significant dent in your budget. However, the stakes go up significantly when you’re retired and likely living on a ...
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5 Tips to Prepare for a Successful Retirement Mindset

A successful retirement is something we all may aspire to, but studies show that almost one-third of retirees will deal with depression and that the two most dangerous years of our lives are the year ...
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Get Good Advice Before Gifting Property

Parents who are planning to gift property to their children should consult with a Florida estate planning attorney since there are usually tax consequences of such a gift, either to the giver or the ...
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When Is The Best Time to Claim Your Social Security Benefits?

When the economy went down, many Baby Boomers’ anxiety levels went up about having enough money to retire. For many, it has been tempting to start receiving Social Security benefits early to ...
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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
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Website: http://www.dorceylaw.com
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