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Blog Posts in 2016

217 results found. Viewing page 1 of 9. Go to page 1 2 3 4 5 6 7 8 9   Next

7 Tips for Keeping Your Retirement Plan on Track

With the roller coaster ride our economy has been on in the past decade, many people may feel their retirement has been ruined – especially those boomers on the verge of retirement age. However, ...
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How To Protect & Pass On Valuable Collections

Whether you have a valuable collection of stamps, coins, artwork or other precious items, you no doubt wish to protect them the same way you would other important assets, and ensure that your heirs ...
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Understanding the Duties of a Trustee

Many people feel honored to be asked to be the trustee of a family member’s or friend’s estate, but before agreeing to serve, you should be fully aware of what a trustee’s duties ...
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The Place a Letter of Instruction Has in Your Estate Plan

While there is no substitute for an up-to-date estate plan, there are some instructions or guidance you may wish to leave your heirs that don’t naturally fit into a will, trust or other estate ...
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How to Determine if You Need a Florida Estate Plan

It is estimated that a majority of Americans do not have an estate plan, either because they never made estate planning a priority or because they feel they don’t need one. To determine whether ...
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How to Maximize Your Saving Power Before Retirement

If you are working hard at building your retirement fund, here are some important tips on how to not only boost your savings while protecting your money from unnecessary taxes: Once you turn 59 ...
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Follow This Checklist Before You See a Florida Estate Planning Attorney to Create a Will

Before you see your Florida estate planning attorney to create your will, there are some things you should do first to be fully prepared: 1. List property to be included in your will. This may be ...
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What to Do With Your 401(k) When You Leave a Job

It is estimated that 15 million Americans have left a 401(k) behind with a former employer. Which means there are 15 million opportunities for Americans to save on their taxes by reclaiming that ...
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7 Things You Need to Do Now to Help Your Family After You're Gone

Here are some key estate planning steps you need to take to ensure that your family will be able to carry out your wishes properly after you are gone without the hassle of having to second-guess those ...
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Smart Moves to Make Right Before Retirement

There are a number of savvy money moves you should make just prior to retirement, including: Plan your transition. For some people, retirement is just as stressful as working – especially if you ...
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Retirement Planning Tips for 20-Somethings (Part 2 of 2)

There are some steps you can take that will help you build better financial habits while at the same time ensuring your retirement comes without money worries. Here are the second 5 of 10 steps to ...
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Retirement Planning Tips for 20-Somethings (Part 1 of 2)

We understand that when you are in your 20s, you think your retirement that is decades in the future is not important to focus on right now. You may have student loans to pay off or want to spend your ...
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How to Divvy Up Retirement Savings in a Divorce

Boomers are divorcing more than any other previous generation and the article cites two likely factors: boomers are living longer and many are experiencing what researchers have called a “second ...
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3 Steps to Protecting an Inheritance from Taxes

When you receive an inheritance, it is not taxed as income but if that inheritance should include stocks or mutual funds, any earnings from those would be subject to tax. In addition, if you sell ...
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For Gifts & Inheritances, Equal Isn't Always Better

Most parents tend to want to treat all their children equally when it comes to estate planning, but there are some circumstances when unequal treatment could be the best course of action. Some of ...
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4 Asset Protection Tips to Keep What You Have

While most people are generally more focused on accumulating wealth than protecting it, if you don’t take the right precautions to shield your assets the consequences could be severe. Here are ...
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What Type of Estate Planning You Should be Doing Now and Later

Every stage of life has certain rites of passage, and estate planning needs to be woven into each of them. Here are some estate planning tips for every age: College. Once you turn 18, parents are no ...
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Why Your IRA Beneficiary Should be a Trust

If you have substantial assets in tax-deferred retirement accounts that will pass to beneficiaries upon your death, it is likely that you would like to see that money last your beneficiaries as long ...
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How Taxes Can Impact Your Retirement

Is it possible that you may be paying more in taxes after you retire? Unless you optimize your retirement withdrawals, it is entirely possible. Retirees can wind up with as much as one-third more to ...
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4 Tax-Savvy Ways to Help a Grandchild Pay for College

Grandparents who are looking for ways to help their families fund a college education can do so in ways that also help them save on taxes: Direct Tuition Payments. There is no federal tax due on ...
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7 Tips for a Better Retirement

Current research shows that a majority of Americans are doing a poor job of saving for retirement. In fact, many have given up on the dream of being able to retire in the belief that they will have to ...
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7 Steps to Create a Rock Solid Estate Plan

No matter what the economy is doing, it is imperative to create a solid estate plan to protect what you’ve already got and keep others from feuding over it once you’re gone. Here are some ...
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How to Avoid Being the Victim of a Financial Scam

Financial scams are on the rise, and it isn’t always the elderly who are vulnerable. Sometimes the people we trust to help us manage our money do not always have our best interests at heart. ...
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5 Tips to Prevent Identity Theft After Death

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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How to Plan for a Loved One with Special Needs

Many people embark on an estate planning quest in order to help them support the people in their lives with special needs. Special needs can include a variety of medical conditions or situations. ...
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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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