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Blog Posts in May, 2018

9 Good Reasons to Conduct a Trust Review

If you have a revocable trust, when is the last time you reviewed it to make sure it still meets your goals and complies with current law? If it has been a few years, then it’s time to conduct a ...
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Answers to Common Estate Planning Questions

Estate planning – especially when a business is involved – is seldom simple, but there are a few things you should know that will make you feel a little more educated. Ask your estate ...
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Ask Yourself These 4 Questions Before You Loan Money to Family

Research shows that boomers are getting squeezed from both ends — 93 percent have provided financial support to their adult children, and almost 60 percent have helped aging parents financially. ...
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Retirement Planning for One

Much has been written about estate planning for married couples entering their retirement years, but single people need retirement planning just as much if not more. Currently, 55 percent of women ...
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5 Most Common Retirement Expenses Often Overlooked

If you are planning to retire soon, you are likely concerned about what expenses you should budget for in retirement. After all, one of the most common fears about hitting retirement age is that you ...
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What You Need to Know Before You Move for Retirement

Unlike the generations before them, boomers often view retirement as a fresh start rather than a time to sit back and relax. Many plan to move to a new locale, but before you go, be sure you ask ...
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Preparing for Retirement: A Checklist

Having gone through the last recession where savings often had to be tapped prior to retirement -- and with few years left to make up what has been lost -- boomers are rightly concerned about ...
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6 Retirement Planning Steps for Boomers

Planning for retirement is a highly individualized process, since the things you want to accomplish in retirement are very much dependent on your financial status and personal wants and needs. But ...
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How to Get the Maximum Benefit from Your 401(k)

Research shows that most Americans who have access to a 401(k) plan still fail to contribute, which is just another way to leaving money on the table. Investing in a 401(k) is one of the easiest ways ...
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The 5 Estate Planning Documents Seniors Need for Protection

As we enter our “golden” years, it is more important than ever to have the proper legal protections in place to safeguard our finances and our personal health, and to protect the financial ...
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Look at a Reverse Mortgage to Supplement Retirement Income

Many retirees – and those planning for retirement – are taking a look at reverse mortgages to supplement their retirement income. If you are 62 or older, a reverse mortgage allows you to ...
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How Boomers Are Redefining Retirement

The generation of baby boomers that broke the mold in every stage of life is continuing to do the same when it comes to retirement. Here are 7 ways that boomers – 10,000 of who reach retirement ...
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How to Tell If Your Nest Egg Will Last Your Entire Life

If you are nearing retirement or are newly retired, chances are that you are concerned about whether your nest egg will last you your entire life. Here are five tips for new retirees to help alleviate ...
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Increase Your 401(k) Contribution for Big Benefits

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 ...
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Top 10 Reasons You May Want to Put Off Retirement

Not everyone loves retirement. In fact, there are many retirees who, after a few months of doing not much of anything, find they are missing the structure, steady paychecks and social opportunities ...
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Tips on Protecting Your Business from a Divorce

Whether you are already married or are about to walk down the aisle, if you own a business, you need to know how your company could be affected in case of a divorce and how to protect business assets ...
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Legal Checklist for Florida Startups

Even if you already own a business, you can still benefit from this startup checklist to be sure your business is functioning as it should when it comes to the law: 1. Avoid naming conflicts. One of ...
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How to Create an Enforceable Non-Compete Agreement in Florida

Protecting important proprietary information that is critical to a business leads many business owners to require employees to sign a non-compete agreement. While some states restrict the use of ...
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Revisit Your Estate Plan Before Remarriage

The high season for weddings is coming up, and if you are remarrying this year, you should make revisiting your estate plan a priority before you take that trip down the aisle. Specifically, you and ...
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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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