Call Today for a Free Consultation!

(239) 330-6674

Blog Posts in May, 2017

Your Florida Estate Plan Needs to Include These 4 Documents

The reason to have an estate plan is to protect yourself, your family and your assets. To create a comprehensive estate plan that covers all these bases, you need to be sure your plan includes the ...
Continue reading "Your Florida Estate Plan Needs to Include These 4 Documents" »

How to Ease Your Way Into Retirement

While the economy has made it necessary for many Floridians to delay retirement, there are many who are looking for ways to ease into retirement – cutting back on hours or finding a part-time ...
Continue reading "How to Ease Your Way Into Retirement" »

Can You Save Too Much for Retirement?

Saving too much for retirement is such a contrary notion – especially today, when it has been estimated that Baby Boomers have lost 45% of their net worth in the last 10 years. However, it is ...
Continue reading "Can You Save Too Much for Retirement?" »

How to Protect Assets After a Loved One Dies

According to AARP, nearly 2.5 million deceased Americans are the subjects of identity theft every year. Thieves gather personal information from obituaries, purchase the decedent’s Social ...
Continue reading "How to Protect Assets After a Loved One Dies" »

7 Retirement Planning Tips for Those About to Retire

If you are planning to retire soon, here are 7 things you need to consider before you take the plunge: Are you fully vested in your retirement benefits? Many employers require that you become fully ...
Continue reading "7 Retirement Planning Tips for Those About to Retire" »

3 Essential Truths About Retirement Plans

There are a number of myths surrounding retirement plans and when you are in the process of doing your estate planning, you should be able to sort truth from fiction. So here, finally, are some ...
Continue reading "3 Essential Truths About Retirement Plans" »

Retirement Planning: 5 Big Benefits of Increasing Your 401(k) Contributions

For most working Americans, 401(k) plans will be the largest contributor to their retirement income besides Social Security benefits. Making sure you have a healthy 401(k) is critical to effective ...
Continue reading "Retirement Planning: 5 Big Benefits of Increasing Your 401(k) Contributions" »

4 Potential Perils of Joint Ownership of Assets

It is not unusual for a parent to add an adult child as a joint owner of property, bank accounts, investment accounts or other assets, but there are risks to choosing joint ownership over basic estate ...
Continue reading "4 Potential Perils of Joint Ownership of Assets" »

6 Shortsighted Financial Decisions That Could Wreck 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 shortsighted financial decisions you should avoid that could wreck ...
Continue reading "6 Shortsighted Financial Decisions That Could Wreck Your Retirement" »

Should You Hang on to a Life Insurance Policy After Retirement?

Retirees are always looking for ways to cut expenses, and one expense that is often eliminated once retirement kicks in is the life insurance policy. After all, neither of you are working now so ...
Continue reading "Should You Hang on to a Life Insurance Policy After Retirement?" »

How to Avoid Having Your Children Derail Your Retirement

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 – ...
Continue reading "How to Avoid Having Your Children Derail Your Retirement" »

5 IRA Mistakes You Need to Avoid

Many people have substantial assets in their IRA accounts that will eventually pass to heirs. To ensure that as much of these assets pass according to your wishes, be sure you are not making any of ...
Continue reading "5 IRA Mistakes You Need to Avoid" »

7 Estate Planning Goals You Should Achieve in 2017

Although 2017 is almost half over, it is not too late to achieve the estate planning goals that will help you protect your assets and provide for your family. Here are 7 goals you should consider: 1. ...
Continue reading "7 Estate Planning Goals You Should Achieve in 2017" »

How to Balance Saving for Retirement and College

Many parents today face a real conflict when it comes to finances: should they put money away for retirement or their children’s college education? Here are some tips on how to balance doing ...
Continue reading "How to Balance Saving for Retirement and College" »

How to Keep a Divorce from Ruining Your Retirement

According to recent research, those over the age of 50 are divorcing at double the rate they did just 10 years ago, which can mean that retirement nest eggs are put in jeopardy since retirement assets ...
Continue reading "How to Keep a Divorce from Ruining Your Retirement" »

4 Ways to Protect an Inheritance

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 ...
Continue reading "4 Ways to Protect an Inheritance" »

Top 10 Things You Need to Know About Your Social Security Benefits

Social Security is the primary source of retirement income for millions of Americans over the age of 65. Based on contributions made over your years of employment, the amount of your monthly benefit ...
Continue reading "Top 10 Things You Need to Know About Your Social Security Benefits" »

5 Ways You Can Get Paid for Caring for a Family Member

It is estimated that there are more than 40 million Americans who are providing some level of caregiving services for an elderly relative. Taking on this responsibility often means that caregivers are ...
Continue reading "5 Ways You Can Get Paid for Caring for a Family Member" »

Should You Buy Long-Term Care Insurance?

Research shows that most of us will need some sort of end-of-life care. Many people choose to fulfill this need by obtaining long-term care insurance so their estate is not depleted by healthcare ...
Continue reading "Should You Buy Long-Term Care Insurance?" »
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
Probate.com