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Blog Posts in April, 2019

Is It Too Late for Me to Get Ready to Retire?

Most of us don’t realize how important it is to save and plan for retirement, until we’re around the corner from that big change. Sometimes you can catch up, and sometimes you have to ...
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Is an "Ethical Will" Another Version of a Legacy Letter?

Sharing values and family histories to younger generations is something that takes place over the course of a lifetime. However, it can also be put into an ethical will to create a more cohesive ...
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Inheritance Taxes and Stepchildren: How Does it Work?

Here’s a somewhat complicated scenario, but one that is not uncommon today. A man marries three times. Two children are born to his first wife, he next marries a woman with two children who ...
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How Will I Know When I Can Afford to Retire?

It’s no surprise then that little more than half of Americans surveyed by the Transamerica Center for Retirement Studies say their biggest concern about retirement is outliving their money. The ...
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How Trusts Work in Estate Planning for Regular People

You’ve heard the expression “trust fund babies.” However, trusts are not just for the wealthy. They have a number of uses in estate planning and can be helpful at any asset level. ...
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How to Make Your Charitable Giving Have a Greater Impact

Most donations are made in December, and charities of all shapes and sizes make the most of the holiday spirit. However, by taking a bit of time to plan out charitable giving, including doing some ...
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How Life Insurance Works Best in an Estate Plan

Life insurance can help heirs avoid having to incur expenses like estate taxes, funeral costs and similar expenses. However, it also gives heirs breathing room, so they can make the best use of other ...
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How Does Divorce Impact My Estate Plan?

Was 2018 the year you finalized your divorce? Many people did all they could to finalize their divorces before New Year’s Eve, because there are new tax rules that will impact ex-spouses in ...
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How Do Trust Funds Work?

Trusts can be simple, or they can be complex, depending on what type of trust is being considered and how they are structured. Trusts should be set up by an estate planning attorney, who is familiar ...
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Here's Why Everyone Needs an Estate Plan

If you need to be convinced that estate planning is not just for the wealthy, here’s something to consider. Without a will, the state makes the decisions about who receives your assets when you ...
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Do I Have All the Beneficiaries Set Up Correctly on My Assets?

The typical example is an ex-spouse getting all your retirement savings. However, what if you have a child with an opioid addition, you die, and he or she inherits hundreds of thousands of ...
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Did My Sibling Take Advantage of Distance and Our Aging Mother Before She Died?

This is the kind of family situation that no one should have to deal with. However, siblings don’t always treat each other with kindness, especially when a parent has died and the other sibling ...
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Decisions About Taking Pension Pay-Out Still Challenging

Decisions About Taking Pension Pay-Out Still Challenging There was a time when most people had three sources of income in retirement. One was their savings, the second was Social Security and the ...
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Cancer Patients and Estate Planning

Anyone facing a serious illness, needs to take some time to prepare their estate planning documents. It is never too early for this task to be completed. It’s not just in case of a terminal ...
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Are Estate Planning Documents for the Living, Or the Dead?

Too many people don’t understand the importance of estate planning as a means of protecting themselves and their families, while they are living. There’s more to estate planning than meets ...
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But I Don't Live in an Estate-Why Do I Need an Estate Plan?

If estate planning had a different name, like planning for aging or planning for sickness and death, people might not think that an estate plan is only for wealthy people. However, the legal term ...
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How Can I Use My Life Insurance to Give to Charity?

“Financial planning is an ongoing process that examines your goals, situation and finances, in order to determine if and how these goals can be met. It’s not a product-centric process, but ...
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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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