Blog Posts in 2019

Tax Tips for Dealing with YOUR retirement accounts

Roth it? Really? —— Should I Pay Tax Now on Purpose? Is it time to consider a Roth IRA ? When does it make sense to accelerate your obligation to pay more taxes electively? General answer: NEVER The general rule of income tax planning is to defer income (into the future) and accelerate deductions (into this year) to lower your income tax bill. So, when does it make sense to pay taxes early in ...

Lisa Goddy Announced As Partner of Wollman, Gehrke & Associates, P.A.

Naples, FL, August 2019 – Wollman, Gehrke & Associate, P.A., an Estate Planning law firm based in Naples, FL, is pleased to announce the promotion of Lisa B. Goddy to the position of Partner with the firm. “We are thrilled to have Lisa become a Partner of our firm. Her strong work ethic and legal acumen make everyone around her better” said Edward Wollman, the firm’s Founding Partner. Lisa started ...

Risk Management in Your Estate Plan

Don't forget to cover your assets! Florida is one of the best states for estate planning and asset preservation. You’ve heard the expression, “a little knowledge goes a long way.” This is very true when it comes to protecting your assets from unforeseen creditors in Florida. While Florida has yet to enact legislation that allows self-settled domestic asset protection trusts, it does have several ...

Annuities - Fantastic Retirement Vehicle or a Bad Investment?

Are Annuities a fantastic retirement vehicle or a bad investment promoted by zealous salesmen? Unfortunately, financial products have been given a black eye by a few bad financial advisors who oversell products that are unsuitable or not properly designed. In this article, we will explore annuities. Points in Favor of Annuities Annuities can be an excellent retirement vehicle designed to protect ...