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Blog Posts in May, 2019

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 ...
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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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Before Saying Yes to Serving as a Power of Attorney, Read This

It is an honor for a family member or a trusted friend to ask you to serve as their power of attorney. It means they trust you implicitly and believe that you are qualified to look after their ...
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End of Life Measures Get Complicated with Shared Legal Powers

Simple things get complicated in blended families. It’s often the nature of the beast. The idea that stepchildren and a spouse will work together to make health care decisions when their parent ...
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Do I Have to Pay Taxes on an Inherited House?

If you have inherited the family homestead, there may be a number of different taxes that have to be paid, depending on how the estate was structured and what state the decedent resided in. When a ...
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And You Thought a Volatile Market Was a Threat to Your Estate Plan

It seems like families need to spend more time discussing estate plans and their finances, especially if they are blended families, to prevent major disruptions. For the second consecutive year, ...
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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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