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Blog Posts in 2019

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Second Marriage Pre-Nuptial Agreements

Early adult life is simple. You may or may not have children, a car, a lease on an apartment. However, by the time you reach your 50s and 60s, you likely have some decent assets, like retirement ...
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Protecting the Kids By Leaving Them-Nothing?

Sometimes we learn about star’s philosophies after they die, when it’s made public that their kids have received a small or no inheritance. Others, like Gordon Ramsay and Nigella Lawson ...
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Should You Make Lifetime Gifts While Living?

Some people give generously all year long, supporting local nonprofits and taking care of their family members. If that’s you, perhaps it’s time to consider taking a more strategic ...
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Prince's Unresolved Estate Battle Likely To Continue for Years

It’s been three years since music icon Prince died at his famous Paisley Park mansion, joining the ranks of many celebrities who died without an estate plan. Prince’s estate, which ...
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Paying for Special Needs Care Under the New Tax Laws

The cost of paying for special needs care depends on the type and intensity of each individual’s condition. Planning for care, including the use of Special Needs Trusts, can help families manage ...
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Often Overlooked, But Critical to an Estate Plan: Beneficiary Designations

Out-of-date beneficiary designations could completely undo your entire estate plan. It happens often, since people often neglect these ‘fine print’ details. We hope that you have a will to ...
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Need a Will? Talk with a Living, Breathing Estate Planning Attorney

On the short list of why you need a will: your family won’t know how you wanted to distribute your possessions or what kind of funeral you wanted. They may also fight over the distribution. The ...
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Millennials Need an Estate Plan Too

Live long enough, and you learn that life can change in a heartbeat. Young adults don’t always know this, but they need to have an estate plan as much as older people. Whether you are a Baby ...
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Making Sure Your Aging Parent Has the Correct Plan in Place

It’s a delicate discussion, but when parents are aging, their children should find out if their parents have several basic estate planning documents in place and talk about their final wishes. ...
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Make the Most of Life Insurance

Life insurance is the bedrock of many people’s financial plan. There are more nuances to life insurance, than just buying a policy and paying premiums. It’s not the most fascinating topic, ...
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Make the Most of Beneficiary Designations

There’s an easy way for select assets to be passed to heirs, with no need for probate. It’s called the beneficiary designation. Your will is a document that is used to pass property and ...
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Lucky Enough to Work for a Company That Matches 401(k) Contributions?

There is no such thing as a free lunch, except when it comes to employers who match their employee’s 401(k) contributions. This is the closest to free money you’ll ever get. If ...
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Life Insurance Still Has an Important Role in Estate Planning

Since the financial recession of 2008, many baby boomers changed their thinking about their retirement savings outlook. They aren’t as optimistic as they once were, and don’t expect to ...
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Legitimate Power of Attorney Use Leaves Widow Impoverished

This is a cautionary tale about what can happen, when the wrong person is given power of attorney. The problem here is that a man changed his power of attorney without any review or oversight from any ...
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It's Easy to Avoid These Common Estate Planning Mistakes

This grim topic deserves your attention. If you haven’t made plans for what will happen after you die, your loved ones will have to pick up the pieces. Here’s the nice part about this ...
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How will the SECURE Act Impact the Stretch IRA?

The emphasis on the SECURE act is all about helping Americans save more for retirement. However, it may eliminate a strategy that is used by many to pass wealth across generations. The coverage of the ...
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Gen Xers Are the New Sandwich Generation

Members of Generation X, who straddle a fairly wide age range, from late 30s to early 50s, are feeling the crunch of being responsible for their children and their parent’s needs. How will they ...
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Congress Recognizing Need to Help Those with Early Onset Alzheimer's

A hearing of the Senate Special Committee on aging is looking at bipartisan legislation that would make changes to the Older Americans Act to give individuals younger than 60 with a diagnosis of ...
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Catching Up in Retirement Savings Later in Life

Nearly half of American households older than 55 have no retirement savings. The U.S. Government Accountability Office says that this number is actually better than in the past. According to the ...
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Life Insurance Still Has an Important Role in Estate Planning

Since the financial recession of 2008, many baby boomers changed their thinking about their retirement savings outlook. They aren’t as optimistic as they once were, and don’t expect to ...
Continue reading "Life Insurance Still Has an Important Role in Estate Planning" »

Is Your Estate Plan Working for You?

Remember that estate planning is not just for the wealthy, and now that the federal exemption is so high, not just for the billionaires either. Estate planning is also much more than a will. Your ...
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How Should I Plan to Age as a Single "Elder Orphan?"

No one plans to be elderly and alone, but if you are single and either have no immediate family members or are not close with your family, you need a game plan, if you need long term care of any kind. ...
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Freezing Your Child's Credit-Should You? And How?

If you’re among the Americans who decided to freeze their own credit, you might not have thought about freezing your child’s credit too. The law requires credit bureaus to offer this ...
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Filing Taxes After a Parent Passes

The death of a parent results in a flurry of paperwork, including taxes. One of the tasks that must be taken care of, is what is grimly referred to as the “final” individual federal and ...
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Estate Planning for Collections, From Coins to Cars

If your favorite uncle is an avid collector, be prepared for a challenge says Forbes in the recent article, “Astute Estate Planning For Art, Antiques And Valuable Collectibles.” Unless the ...
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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
Local Phone: (239) 418-0169
Website: http://www.dorceylaw.com
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