Estate Planning Serving Southwest Florida for Over 30 Years

Understanding Estate Planning

Naples Estate Planning Attorney

An experienced estate planning attorney at Wollman, Gehrke & Associates, P.A. can help preserve your legacy for future generations. Our firm has served the Southwest Florida communities of Naples, Marco Island, and Bonita Springs for over 20 years. Attorneys here have extensive experience in all estate planning matters, ranging from simple trusts to the complex arrangements of larger estates that must be managed by a true legal professional.

Areas of Practice

Advance Directives

An advance directive is a vital document in any comprehensive estate plan which outlines your wishes should you become seriously ill, unable to make decisions for yourself, or face the loss of life. Having advance directives in place can help your loved ones avoid further emotional upheaval during a difficult time and even protect against unnecessary conflicts among children or chosen heirs.

Art Law

Many estates include prized works of art or even intellectual property that must be protected when creating an estate plan. Valuable works that are property of an estate sometimes require special documentation or other arrangements. Our firm is experienced in this specialized area of law impacting high net worth estates.

Asset Protection

After a lifetime of hard work, it is important that the legacy that you hope to pass on is not diminished. Unnecessary taxation and other probate issues are often caused by improper management of estates. Our legal team can use wealth protection strategies to safeguard your properties, accounts, stocks, businesses, retirement funds, and other assets from losing their value.

Elder Law

The elderly deserve proper care and respect and this can be provided for in an estate plan. Protecting yourself from physical or financial harm is crucial, so it is important that personal wishes are evident and made legally binding in your estate plan.

Estate Planning Documents

Every estate plan requires skilled legal counsel to properly draft the documents which will have great significance in the future, such as trusts and wills. These documents must be drafted carefully to be legally binding and help loved ones avoid potential legal hassles and disputes over your intentions. Even a single error can have cause disastrous complications, so you must be confident that your plan is being executed by an experienced attorney.

Financial Planning

When arranging your financial affairs for the future, retaining trusted and experienced legal council is essential. Your attorney will access your situation and determine the best options available under current tax laws. Proper financial planning enables you to assign the funds necessary to cover future expenses and preserve an inheritance for loved ones through certain types of trusts and other legal arrangements.

Guardianship

Parents of children under the age of maturity may legally designate a guardian to look after their care and assets should they pass away or become incapacitated through illness or injury. Guardianship can also be arranged for elderly relatives who are no longer able to care for themselves.

High End Estate Planning

Individuals and families who have high net worth and large estates that include substantial assets must ensure that their estates plans are extensively detailed. All aspects of properties and assets must be accounted for. Charitable trusts as well as limited family partnerships can be beneficial factors in a creatively drafted estate plan that protects your assets and legacy for future generations.

Probate Administration

The legal team at Wollman, Gehrke & Associates, P.A. has over 50 years of combined experience in all matters related to estate planning and probate administration. We understand all steps which must be taken to help the estate executor properly and effectively complete the probate process.

Probate Law

After an individual passes away there are many legal issues to attend. These include probate, the legal process of transitioning the deceased's assets, estate, and personal items to the designated beneficiaries. In some cases this process is complicated or even contentious. However, a knowledgeable attorney will represent your rights and interests, in addition to managing your estate throughout the probate period.

Real Estate Law

Real estate holdings often make up a large portion of an individual's estate and net worth. Therefore, a complete understanding of all aspects of real estate law is greatly beneficial during estate planning. State and federal tax laws change frequently. This is only one reason why it is advantageous to retain an attorney who possesses up-to-date knowledge of real estate law and its impact upon estate plans.

Trust Administration

Trusts are drafted and implemented to protect the assets of an individual or a family in some cases. Administering a trust effectively requires extensive knowledge of estate planning and probate law. When the time comes to execute the trust and distribute the assets to beneficiaries, an experienced legal professional should be enlisted to manage the process and ensure the terms of the plan are carried out.

Wealth Management

Those fortunate individuals and families who have a large number of properties and other valuable assets require specific legal counsel to plan for the future. The creation of multiple types of trusts and other estate planning techniques can be employed by a seasoned lawyer to ensure your assets are preserved and are not diminished by unnecessary taxation.

CONTACT OUR FIRM TODAY for the personal, high quality legal counsel you need and deserve when planning for the future.

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Why Choose Wollman Gehrke & Associates PA?

Trusted Legacy Builders Since 1994
With over 30 years of experience, we have built a reputation for transforming today’s plans into tomorrow’s legacy.
Personalized Estate Planning
We tailor every estate plan to reflect your unique goals, ensuring your assets are protected and your wishes are honored for future generations.
Comprehensive Legal Expertise
From wills and trusts to elder law and guardianship, we provide a full spectrum of estate planning services to address all your needs.
Client-Centered Service
Our team prioritizes personalized attention and detail-oriented counsel, delivering the highest quality legal support for every client.

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What Our Clients Are Saying

Past Clients Are Our Best Advertisements

At Wollman Gehrke & Associates PA, your satisfaction is our priority! See for yourself what our clients have to say about working with us.

"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.
"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.
"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.
"Jo-Ann Hendrickx is a delight!"
Such an asset to the firm! Her caring way and hard working values are unmatched! Thank you!

- Maria S.
"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.
"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.
"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
"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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