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Blog Posts in February, 2016

4 Financial Mistakes to Avoid After You Lose a Spouse

Losing a spouse is one of life’s most painful events, and can leave a newly widowed person – usually a wife – vulnerable to financial pitfalls. Here are four of the largest financial ...
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Protecting the Assets of Your Florida LLC

Many people think that when they create a new business venture as an LLC that the assets held within the LLC are completely protected. While it is true that LLCs offer phenomenal protection while also ...
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7 Things You Don't Want in Your Will

A Florida will is a vital document for distributing your assets to loved ones – but there are certain things that should not be included in your will, including: Property held in joint tenancy ...
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Buy-Sell Agreement Funding for Florida Small Business Owners

A buy-sell agreement is ideal when two or more people co-own a business. It is also known as a buyout agreement, and it protects the other business owners when a co-owner wants out of the business. It ...
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Top 5 Reasons to Create an Estate Plan

It is certainly human nature to not want to contemplate our own demise; however, we should be viewing estate planning as a gift that we leave to our loved ones, the gift of an organized estate and ...
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Special Tax Tips for the Small Business Owners

These tax tips for small business owners can help even if you’ve already filed and discover an opportunity, which you can take advantage of by filing an amended return. These tips can ensure you ...
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5 Ways Your Florida Will Could Be Invalidated

If you have a Will but have not reviewed it for several years, there are ways your Will could be found to be invalid if any of these circumstances occur: Death of beneficiaries. If your Will specifies ...
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Legal Issues for a Home-Based Business

According to the Small Business Administration, nearly 80 percent of U.S. small businesses are one-person operations, and many of those operate from a home-based office. Here are some legal tips for ...
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Estate Planning Implications of Marriage After 60

Recent research on the financial ramifications of living together versus marrying for boomers over the age of 60 has found pros and cons in each of three important areas: Retirement -- Marrying before ...
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7 Reasons You Need an Estate Plan - and Money Isn't One of Them

In many ways, estate planning is a misnomer, as it leads most people to believe it’s all about money and taxes. In reality, estate planning is really about protection – for you and your ...
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5 Opportunities to Cut Your Estate Tax Bill

Although the federal tax exemption is high enough not to impact many people, and Florida has no estate tax, there are still some estates where saving on taxes is a worthy goal for estate planning -- ...
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5 Estate Planning Mistakes to Avoid in 2016

The biggest estate planning mistake anyone can make is failing to make a plan. Beyond ensuring your assets go to the proper heirs, an estate plan also helps you prepare for retirement and designates ...
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How Trusts Can Help Heirs with Special Needs

Probably one of the most prevalent worries for parents of special needs children is the long-term care of that child once the parents are gone. There are ways to plan for the care of a long-term ...
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How to Catch Up on Saving for Retirement If You're Over 55

According to the Federal Reserve, most Americans aged 55-64 have accumulated only $120,000 in retirement savings. This would add just $400-$500 in income per month on top of their Social Security ...
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How to Stop Busting Your Retirement by Bankrolling Your Kids

The baby boomer generation is known for “firsts” in many areas of social reform, but one first we may not be enjoying so much is being parents to the “boomerang” kids – ...
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8 Asset Protection Strategies for Business Owners

One of the biggest risks small business owners take is not properly protecting their personal assets from business liabilities or judgments. In a recent Entrepreneur.com article, Mark Kohler, author ...
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Time is Now to Make Contingency Plan for Seniors

It is essential to create a contingency plan naming someone to make financial and healthcare decisions for an elderly individual before illness or incapacity impairs their ability to create and ...
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Important Estate Planning Facts for Women

Women live longer than men, make less money over their careers and have less in savings due to wage discrepancies and time taken out of the workforce to raise children -- which is why it is important ...
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Tips on Naming Beneficiaries

Neglecting to name a beneficiary or naming the wrong beneficiary could wipe out all of your estate planning efforts and put the disposition of your estate assets in the hands of the state. Here are ...
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The Documents You Need in Your Estate Plan

People often enter into estate planning without really knowing what it entails. While a Florida estate planning attorney will tailor your estate plan to meet your individual goals, there are certain ...
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Should Married Couples Have Separate Estate Planning Attorneys?

In a marriage, bath towels are not the only things that can be designated “His” and “Hers.” Under certain circumstances it may be wise for married couples to each have their ...
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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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