Blog Posts in 2022

11 Year-End Tax Tips & So Much More

The following is our checklist of year-end tax strategy items and matters we believe you should consider addressing between now and the year’s end. Many of these helpful tips require a discussion with your financial and tax advisors, and we are available to collaborate. Before we begin, remember that your CPA and financial advisor have invaluable information that is a simple phone call away, be ...

Patrick Courville Announced As Partner of Wollman, Gehrke & Associates, P.A.

Naples, FL, October 2022 – Wollman, Gehrke & Associate, P.A., an Estate Planning law firm based in Naples, FL, is pleased to announce the promotion of Patrick Courville to the position of Partner with the firm. Patrick will lead the firm's growing Probate & Trust Administration department. Patrick earned a Bachelor’s degree in Mathematics & Physics from Brown University in 2007 and was awarded ...

Hurricane Ian Matching Donation Campaign

For the last two weeks, Hurricane Ian has consumed our lives. While we are grateful that the damage to our office and our team’s homes was not worse, we are committed to doing our part in helping rebuild our community. For the month of October, WGA is matching donations up to $5,000 to support Collier Community Foundation’s hurricane relief fund. Please consider supporting this wonderful ...

GENERATIONS Newsletter Summer 2022

Dear Clients and Friends, Recently, many of our clients are approaching a time in their lives when they are making major transitional decisions. At these critical milestones, many will face having to address challenging issues/conversations - starting with themselves. - When are you going to stop driving? - When will you have the conversation with your children/heirs about your finances and ...