Estate Planning Documents
Estate planning is an important process utilized by individuals to prepare for the distribution of an estate after they pass away. Many people have had experiences with some form of estate planning, whether a will or trust, special arrangements for family or asset protection. Estate planning essentially serves to increase the value of your estate through tax reduction strategies while also providing an organized approach to the administration of assets. This includes real estate, investments, and other valuable items. There are a variety of documents that play a role in almost all estate planning scenarios.
Common Documents in Estate Planning Process
Perhaps the most common, a last last will and testament, is designed to safely transfer real estate and other valuable assets to the designated parties. This differs from a living will which is a means to provide instruction to healthcare professionals in the event that the individual is unable to make informed consent.
A durable power of attorney, also known as an advance directive, serves to appoint a specific person to make important decisions regarding your medical care if you cannot. Durable power of attorney can also refer to property, and gives the appointed individual authority to make financial decisions in their absence.
Trusts are also common as a means for an individual to manage their estate while also naming successor trustees who can assume trust responsibilities if they can no longer fulfill those duties. Since trusts are an established legal document, they are an excellent way to ease the probate process.
Naples Estate Planning Attorney
Wollman, Gehrke & Associates, P.A. is an established estate planning law firm serving the Naples, Marco Island, Bonita Springs areas in estate matters such as trusts, wills, advance directives, guardianship and much more. Our legal team has over 50 years of combined experience formulating strategies to help clients successfully maintain a sense of control over the distribution of their estate throughout life and after death. Protecting your assets and preserving your legacy for the next generation is a very important process. Our experienced attorneys can provide guidance in any estate planning scenario.
CONTACT OUR FIRM TODAY to schedule a confidential initial consultation and learn more about estate planning and the necessary estate planning documents.
What Our Clients Are Saying
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Serving Naples, FL Since 1994
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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
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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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"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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"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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"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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"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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"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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"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.