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Blog Posts in November, 2015

Assets That are Subject to Probate in Florida

Do you know what is going to happen to your assets after you die? Even if you have created a Last Will and Testament, you may not be able to answer “yes” to that question. Unfortunately, ...
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How to Save Your Home for Your Children

It is important for Floridians to realize that your house — which you may have left to your child or other family member in a will — may never belong to them if your end-of-life care or ...
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Tips on Making Safe Charitable Contributions

When you donate to charity, you want to be sure your money is not being wasted or, worse, going to a fraudulent enterprise. Here are a few tips on ensuring your charitable contributions are doing the ...
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What Executors Need to Know About Closing an Estate

Being the executor of an estate is a serious responsibility; here are four major steps that executors need to consider when closing an estate: Filing a final 1040. The executor is responsible for ...
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What a Trust Can Do For You

Experts say that a trust can be beneficial for your Florida estate plan, even if you have a net worth of only $100,000. If you have owned a home in Florida for a long time, or have a small business, ...
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How Estate Taxes Get Paid

If your estate will owe federal estate taxes, those taxes must be paid within nine months of your death. Although only about two percent of estates will ever face estate taxes due to the high ...
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Practical Ways to Cut Costs in Retirement

Baby boomers who are nearing retirement and find they don’t have enough saved to live as they wish may find it necessary to work longer, take Social Security benefits later and continue to find ...
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Questions to Ask Before You Choose Your Trustee

If you are leaving assets to heirs via a trust, one of the most important estate planning decisions you will make is selecting who will administer the trust after you are gone. The person you choose ...
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About the Florida Probate Process

Probate is a formal way of making sure estate assets end up where Florida law requires, whether or not there is a valid Florida Last Will and Testament. If a will does exist, it is necessary to submit ...
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Year-End Gift Tax Saving Tips

Gifting assets is a wonderful way to not only help family members or charitable organizations but also to help you save on taxes. And now is the time to consult with your Fort Myers estate planning ...
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How to Protect Yourself Against Financial Abuse

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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Protect Deceased Loved Ones from Identity Theft

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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Planning 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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Retirement Planning 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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How to Manage an 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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Retirement Issues Your Parents Probably Didn't Face That You Likely Will

Approximately 10,000 baby boomers reach retirement age every day in the U.S. and one thing is clear: their retirement is nothing like their parent’s retirement, both financially and emotionally. ...
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What Aging Parents Should Do for Adult Children

While much advice is being given these days to children of elderly parents on how they can help with finances and healthcare, here is some good advice for what aging parents can do for their adult ...
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How to Use Estate Planning to Care for Pets

If you want to make sure there is someone to lavish the same kind of care that you do on your pampered pooch or cherished cat if you should suddenly become incapacitated or die, then you should have a ...
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Just Retired? Avoid These 7 Mistakes

With 10,000 baby boomers turning 65 every day, the ranks of new retirees are growing faster than ever before. Here are seven mistakes new retirees need to avoid to ensure a smooth transition: Moving ...
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How to Prepare a Florida Estate Plan

Getting an accurate picture of your financial situation is the first step in preparing to write a Will or create a Florida estate plan. Before you visit an estate planning attorney, make sure you have ...
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Retirees Need to Avoid These 5 Financial Mistakes to Protect Assets

A good asset protection plan is not only necessary for funding your retirement, it is also vital for ensuring that you can continue to have a suitable income once you’ve retired. Here are five ...
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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
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