Articles
Articles
Check out some of our recent articles.
Life Insurance: Why You Should Keep Your Policies In-Force
Learn 10 consideration before canceling your life insurance policy.
Realtor and Real Estate Attorney Guide to Estate Planning
Learn the importance of why your real estate attorney should practice estate planning.
Art Law: It's Not Always a Pretty Picture
The following article is a summary of how your art is your legacy and the importance of planing wisely for its care and dispostion.
Risk Management Self Audit: Are You Exposed?
Learn about the tools and methods at your disposal to protect yourself and ease the many life uncertainties.
Donating Real Property to Charity
The following article is a summary of how the donating of real estate can be very rewarding and provide many benefits.
Tax Changes Under the Tax Cuts and Jobs Act of 2017
The following article is a summary of some of the changes that were made to the individual income tax rules.
It's Time to Think About Taxes- Year End Federal and State Tax Strategies
The following article examines year-end tax strategies and action plans.
A Guide to Smooth Probate Administration Involving Real Estate
The following article examines estate purchasing and the Probate process.
Back to Basics: A Self-Evaluation of Your Estate Plan
The following article examines estate planning and its dynamic process requires careful consideration and annual reevaluation.
Navigating Life Insurance (Part 1): Find the Best Policy for your Unique Situation
This series explores the many beneficial categories of permanent life insurance and how to incorporate them into successful wealth management strategies and estate plans. One of the most famous adages is the following: Buy term life and invest the rest. Is it true?
Top 5 Assisted Living Research Tips
Researching an Assisted Living Facility is a difficult and complicated process. The decision to move involves many factors including financial, lifestyle preferences, and health care needs. In addition, the emotional factor can never be understated.
A proper estate and long-term care plan can help ensure that our elders receive the care and respect they desire and deserve as they age. Attorney Adam Gross recaps elder law essentials.
New 'Perfect Storm' Conditions Lead to Huge Tax Savings
In the world of advanced estate planning there existed a "Perfect Storm" from 2008-2010 in the sense that financial and economic conditions were ideal for transferring one's estate to the next generation.
What We Know & What We Don't Know
As an estate planner, this is a very confusing time. Why? With the upcoming election and continued Congressional gridlock, what the federal tax code will look like in 2013 seems a great mystery. Furthermore, "Obama Care" will have tax implications that impact estate planning.
Your Home(stead) is Your Castle - So Why Does Your Spouse Control its Disposition?
Florida Statute and the State Constitution protect your spouse from being disinherited. This is an excellent idea in theory. However, if the residence is solely in your name and you wish for someone else to inherit the property, it cannot be done without your better half’s consent.
What Our Clients Are Saying
Past Clients Are Our Best Advertisements
Serving Naples, FL Since 1994
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"Very professional and trustworthy."Helps to navigate through tough decisions and speaks in laymen terms for those of us who are not educated in the financial and legal world. I would refer Ed Wollman to everyone. He’s my favorite lawyer, ever! Jo-Ann Hendrickx has been more than an asset to the firm, she wears many hats and glides through all of them with ease. She is always available for us, and we are grateful for her concscience effort to help us in any way possible. We Love Her!- Michelle C.
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"Thank you, Ed Wollman and Team."Ed Wollman had been my father's attorney for years and reviewed his documents with him faithfully every five years. Before my dad went into Hospice, Ed and his team were a great source of information and comfort during a difficult time. After his passing it was made easier navigating closing the estate with his team and words of encouragement. The value of knowing that everything was handled in the courts was a huge relief. Thank you, Ed Wollman and Team.- Lilla P.
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"We highly recommend their expertise."The office is very professional and easy to work with. Every aspect of our planning was explained in layman's terms with some humor. Our revised trust plus all documents written by them.- Douglass P.
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"I highly recommend them!"Ed Wollman and his team are very knowledgeable attorneys who handle their clients with great care. The office manager, Jo-Ann Hendrickx is a true asset to the firm as she is dedicated, hard working and always looking out for everyone's best interests.- Kim R.
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"They went above and beyond"The most professional and understanding organization, especially during these troubling times. They went above and beyond to to hurdle through many roadblocks to resolve my family’s affairs.- Tom R.
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"The office of Wollman Gehrke & Associates does an excellent job in a professional manner. Jo-Ann Hendrickx is an asset to the firm with her friendly manner and depth of knowledge."The office of Wollman Gehrke & Associates does an excellent job in a professional manner. Jo-Ann Hendrickx is an asset to the firm with her friendly manner and depth of knowledge.- Amy Havig
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"Ed Wollman and his team did a wonderful job with our estate planning. He took the time to make my family and I feel comfortable throughout the process. We are very grateful."Ed Wollman and his team did a wonderful job with our estate planning. He took the time to make my family and I feel comfortable throughout the process. We are very grateful.- Goldie James
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"Ruthanne (my wife) and I worked with Ed Wollman on our estate plans - he was wonderful! Ed explained everything in a manner we could understand and followed through until we signed the documents. He's been available to answer any questions we had."Ruthanne (my wife) and I worked with Ed Wollman on our estate plans - he was wonderful! Ed explained everything in a manner we could understand and followed through until we signed the documents. He's been available to answer any questions we had. I certainly recommend Wollman, Gehrke & Associates!- Ken Ginsberg