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Blog Posts in November, 2016

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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8 Retirement Planning Tips for Singles

Much has been written about estate planning for married couples entering their retirement years, but single people need estate planning just as much if not more. Currently, 55 percent of women over ...
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5 Steps to Manage Your Inheritance

There are people who have probably given more thought on how they might handle winning the lottery than about how they will handle an inheritance – even though the odds are much, much better ...
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6 Ways Estate Planning Can Preserve Wealth for Future Generations

One of the greatest benefits of accumulating wealth is to help ensure the financial stability of future generations. This is also one of the greatest challenges wealth creators face. Fortunately, ...
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How to Avoid These 7 Common Money Mistakes

Here are 7 of the most common money mistakes and how to avoid them: 1. Not updating beneficiary designations and wills. A majority of Americans have not updated their wills or other estate planning ...
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How Baby Boomers Can Protect an Inheritance

It has been estimated that baby boomers will be the recipients of the largest inheritance in history. In fact, a recent MetLife study found that up to $11.6 trillion could pass to this generation over ...
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Retirement Planning: Should You Keep That Life Insurance Policy?

Part of efficient retirement planning is to review the estate planning tools that have served you well in the past to see if they will also be necessary once you retire. If your children are grown and ...
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How to Juggle Saving for Retirement and College

Today, many parents face a common retirement planning conflict: saving for college versus saving for retirement. Add to that the fact that both options require more money than ever before as college ...
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Small Business Owners Need to Avoid These 4 Costly Legal Mistakes

If you are a small business owner in Florida, you need to be sure you are not committing any of these four costly legal mistakes: 1. Mixing personal and business finances. If your small business ...
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Exceptions to Tax on Early 401(k) Account Distributions

Did you make an early withdrawal from your 401(k) account before age 59 1/2? Then you are probably aware you may be liable for a 10 percent additional tax on that distribution. However, what you may ...
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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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