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Blog Posts in January, 2016

Tips on Choosing the Best Fiduciary

A fiduciary is someone you select to be your estate executor, the trustee of a trust, or your agent under a power of attorney. Choosing the right fiduciary for these important roles takes careful ...
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Probate Tips for Estate Executors

When a person has been named the executor of an estate, there are often questions that arise pertaining to the exact duties and responsibilities of an estate executor. Once an executor has been ...
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What You Need to Know About Debts After Death

When a loved one dies, do their debts die with them? The answer is, it depends. Here are some things you need to know about debts after the death of a loved one: Are heirs responsible for debts? ...
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7 Estate Planning Considerations for 2016

If you don’t yet have an estate plan -- or have one that hasn’t been updated for several years -- then make this the year you take the necessary financial steps to protect your loved ones ...
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6 Financial "Don'ts" That Could Spoil Your Retirement

The ability to retire and live the way you want some day depends on the decisions you make before that day ever comes. Here are six financial “don’ts” that could wreck your ...
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Death & Taxes: What You Need to Know

The two things we cannot avoid – death and taxes – are unfortunately the two things most of us do almost anything to avoid talking or learning about. Yet we want both to be as painless as ...
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How to Get Going on Your Estate Plan

Are you determined to complete your estate planning this year? If so, you may find the following general information on how the estate planning process works helpful: First, you need to gather ...
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4 Ways to Protect and Preserve Your Assets

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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How Setting Up a Trust Can Benefit Your Family

Trusts have long been a favored estate planning tool of the wealthy because of the advantages they provide in protecting assets and preserving wealth through carefully considered distribution ...
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Good Reasons to Share Information With Your Kids About Their Inheritance

Most parents are reluctant to talk to their children about what they will – or won’t – inherit, and we’ve found the reasons for this vary with each family. Some parents find it ...
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10 Things to Know Before You Retire, Part 2 of 2

These days, many Americans are worried about the possibility that they may never be able to retire. To ease that uncertainty, here are the last five of 10 things you need to know before you retire: 6. ...
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10 Things to Know Before You Retire, Part 1 of 2

These days, many Americans are worried about the possibility that they may never be able to retire. To ease that uncertainty, here are the first five of 10 things you need to know before you retire: ...
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Retirees: Avoid Making These Money Mistakes

If you are already retired, you know that protecting and growing your assets is still important. But did you also know how important it is to steer clear of these top five money mistakes retirees ...
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5 Things to Pay Off Before You Retire

Retirement is so much easier if you don’t have significant expenses to worry about on a regular basis. Here are the five things you should pay for before you retire: Mortgage : Usually 30-40 ...
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5 Surprise Expenses That Could Wreck 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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What to Do About Aging Parents and Their Pets

Does your aging parent have a pet? Since Americans own close to 170 million dogs and cats, chances are pretty good that they do. And if you are in charge of caring for an elderly parent, chances are ...
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7 New Year's Resolutions for Your Estate

With 2015 behind us, it’s a good time to make 7 New Year’s resolutions that will ensure your estate planning is in top shape: 1. Assess your net worth. Not only is this assessment ...
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How an Offshore Trust Can Help You Protect Assets

Creating an offshore trust makes some major changes in how the assets within the trust are protected and managed. The assets you place in an offshore trust will not be in your name anymore — ...
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Retirement Planning Strategies for the Single Boomer

The U.S. Census Bureau reports that the number of unmarried people aged 50 to 54 increased from 29 percent in 2000 to 35 percent in 2010; in addition, those aged 55-64 increased from 30 percent in ...
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The Difference Between a Living Will and a Will

It is not unusual for people to be confused about the differences between a will and a living will. A will – also known as a last will and testament – sets out your wishes about how you ...
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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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