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 October, 2015

How to Fund Your Living Trust

When you create a Florida trust, it is not enough to simply have the documents drawn up and sign them. You must then fund the trust by placing or assigning assets, and how you do it depends on the ...
Continue reading "How to Fund Your Living Trust" »

Top 10 Goals for Your Florida Estate Plan

Make sure your Florida estate plan helps you accomplish these 10 important goals: 1. Diminish Estate Taxes Through Gifts. The annual gift tax exemption is $14,000 for individuals and $28,000 for a ...
Continue reading "Top 10 Goals for Your Florida Estate Plan" »

Structure Your Retirement Planning in Five Stages

It may be somewhat ironic that the generation that ushered in the most change – the Baby Boomers – are the first to have to deal with a big change in how retirement planning is done. ...
Continue reading "Structure Your Retirement Planning in Five Stages" »

The Best Time to Start Taking Social Security

Even though the Great Recession may have forced many people to extend their retirement dates, everyone should still be planning for that eventuality. And determining when to claim Social Security ...
Continue reading "The Best Time to Start Taking Social Security" »

Successful Retirement Planning in 10 Steps

Many people find saving for retirement these days to be a big challenge, but if you do it a little bit at a time, all those bits can add up to a comfy nest egg when you’re ready to retire. Here ...
Continue reading "Successful Retirement Planning in 10 Steps" »

Keep These Things in Mind When Choosing an Executor

Everyone who makes a will must choose an executor – the person who will be responsible for handling your estate after you are gone. Since an executor can affect how your estate will be ...
Continue reading "Keep These Things in Mind When Choosing an Executor" »

Take These Tax Saving Steps Now to Save Next Year

Reducing your tax bill for next year means you need to do some planning before the end of this year; here are some tips for what to do now to pay the IRS less next April: Max out retirement ...
Continue reading "Take These Tax Saving Steps Now to Save Next Year" »

7 Tips for People About to Retire

If you are planning to retire soon, here are 7 things you need to consider before you take the plunge: Are you fully vested in your retirement benefits? Many employers require that you become fully ...
Continue reading "7 Tips for People About to Retire" »

5 Common Blunders That Could Ruin Your Retirement

There are common mistakes people make that have the potential to ruin their retirement, and not all of them are financial. As you approach your retirement years, keep these in mind: 1. Viewing ...
Continue reading "5 Common Blunders That Could Ruin Your Retirement" »

Use a Trust to Keep Assets Safe

Trusts are a great way to shelter assets and keep property out of harm’s way if you are sued or another type of judgment is placed against you. To decide which kind of trust is for you – ...
Continue reading "Use a Trust to Keep Assets Safe" »

Estate Plan Essentials: Property Division and Distribution

For most people, ensuring that their assets are distributed how they want and to whom they want is what drives them to see a Florida estate planning attorney in the first place. Your Trust is the main ...
Continue reading "Estate Plan Essentials: Property Division and Distribution" »

How a Florida LLC Can Help You Pass On a Vacation Home

If you have a vacation home in Florida or any other part of the country, using a LLC (limited liability company) to pass it along to future generations may be one of the best things you can do to ...
Continue reading "How a Florida LLC Can Help You Pass On a Vacation Home" »

Inheritance for Troubled Children: A Lifeline or a Noose?

Many parents of troubled children wonder if leaving them an inheritance will only make matters worse, and often look for ways to still keep them afloat without leaving them too many resources to drown ...
Continue reading "Inheritance for Troubled Children: A Lifeline or a Noose?" »

The Consequences of Leaving One Child Less in Your Will

There are potential consequences that extend beyond hurt feelings when parents leave one child more than others in a will. One of the main consequences is potentially leaving your estate plan ...
Continue reading "The Consequences of Leaving One Child Less in Your Will" »

10 Things You Should Know About Your Fiancé's Finances

Here are 10 things you should know about your fiancé’s finances before you utter the words “for richer or poorer”: Annual income – you’re not only marrying a ...
Continue reading "10 Things You Should Know About Your Fiancé's Finances" »

Tips on How to Plan Like a Billionaire

You don’t need billions of dollars to deploy the same estate planning strategies used by billionaires to transfer wealth and protect assets from taxes and creditors. Here is a list of the ...
Continue reading "Tips on How to Plan Like a Billionaire" »

The 5 Costliest Mistakes You Can Make With Your IRA

It is currently estimated that Americans have more than $5 trillion invested in IRAs, and much of this wealth will pass to their heirs. To ensure that it does, be sure you are not committing one of ...
Continue reading "The 5 Costliest Mistakes You Can Make With Your IRA" »

Be Sure to Plan for Costs That Could Rise Once You Retire

Hopefully you have met with your Florida estate planning attorney to plot out a comprehensive retirement plan; if not, here are some things you need to plan for: Health insurance – Even if ...
Continue reading "Be Sure to Plan for Costs That Could Rise Once You Retire" »

5 Signs You Need an Estate Plan

It’s been said that the rich are different from you and me, and one of the things that make them different is the need for estate plan. But it’s not just the wealthy that need an estate ...
Continue reading "5 Signs You Need an Estate Plan" »

Inherit an IRA or 401(k)? Don't Do Anything Until You Read This

If you have inherited an IRA or 401(k), there are ways you can maximize that inheritance that are far preferable to just taking the money and running. Here’s what you need to know: Check the ...
Continue reading "Inherit an IRA or 401(k)? Don't Do Anything Until You Read This" »

Questions to Ask Before Moving for Retirement

Unlike the generations before them, boomers often view retirement as a fresh start rather than a time to sit back and relax. Many plan to move to a new locale, but before you go, be sure you ask ...
Continue reading "Questions to Ask Before Moving for Retirement" »

Estate Plan Review a Necessity to Maintain Control

After the economic turmoil of the last few years, most people want nothing more than to take their money, hide it under a mattress, and avoid any kind of financial or estate planning. Although estates ...
Continue reading "Estate Plan Review a Necessity to Maintain Control" »
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