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Blog Posts in December, 2016

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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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
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