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Home
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Edward E. Wollman
David R. Pash
Lisa Goddy
Edward V. Smith
Patrick Courville
Mary Saunders
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Estate Planning
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What We Know...What We Don't Know
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2024
November
2024 Tax Tips: 10 Strategic Tips to Consider Before Year-End
October
Client Alert: Corporate Transparency Act Compliance
Special Needs Trusts: Getting Your Ducks in A Row
July
Think Twice Before Filling Out a Transfer on Death (TOD) Form
How to Build your "TDT" - Trust Dream Team
June
Empowered Philanthropy: A Testimonial
May
Are You Ready for a "Healthy" Hurricane Evacuation?
March
A Critical Decision in Estate Planning: To Fund or Not To Fund Your Trust
February
WGA Client Alert: Corporate Transparency Act In Effect as of January 1, 2024
Navigating Trusts and Wills in Naples, Florida: A Comprehensive Guide
2023
November
Charitable Giving: A Legacy at Every Income Level
IRS Issues Inflation Adjustments for 2024
August
Building a Family Legacy: The Power of a Multi-Life Charitable Remainder Trust (CRT)
March
Planning to Avoid Probate? Read this first
PORTABILITY: A TIME-SENSITIVE ESTATE TAX PLANNING TOOL FOR COUPLES WITH POTENTIAL TAXABLE ESTATES
January
SECURE Act 2.0 Highlights
2022
November
11 Year-End Tax Tips & So Much More
October
Patrick Courville Announced As Partner of Wollman, Gehrke & Associates, P.A.
Hurricane Ian Matching Donation Campaign
July
GENERATIONS Newsletter Summer 2022
2019 Risk Management Self-Audit: Extended Version
Back to Basics: A Self-Evaluation of your Estate Plan
Life Insurance Policy Self-Audit
June
2022 SECURE Act Regulations - Navigating the Proposed Regulations for IRA Owners
2021
December
When Should I Review My Estate Plan?
Special Report: Build Back Better Plan Stuck In Neutral
October
PRESS RELEASE – Edward V. Smith Named Partner
July
Customization of Trusts in Your Estate Plan
Building Your Estate Plan’s Legacy Component
February
Proposed Federal Gift, Estate, and Generation-Skipping Tax Exemptions
2021 WGA Special Report: Guide to Evaluating Your Tax Exposure
Building a Comprehensive Estate Plan: Risk Management
Core Documents and Essential Components to a Comprehensive Plan
2020
December
Year End Federal and State Tax Strategies
October
Presidential Election Special Report: Heads I Win - Tails You Lose
Building Your Estate Planning Team
September
Building a Road Map for Estate Planning and Financial Success
August
What Makes a Great Estate Plan: Introduction to our 6-part series
The "Perfect Storm" Supercharge your Estate Plan
April
Spring Cleaning for your Estate Plan
Hurricane Preparedness Checklist What is Truly Important to You?
Important Financial and Legal Documents Are You Ready for a Quick Getaway?
February
The SECURE Act Special Report
2019
November
Tax Tips for Dealing with YOUR retirement accounts
August
Lisa Goddy Announced As Partner of Wollman, Gehrke & Associates, P.A.
July
Risk Management in Your Estate Plan
Annuities - Fantastic Retirement Vehicle or a Bad Investment?
Long Term Care Insurance - A Changing Landscape
April
Beauty is in the Eye of the Beholder: Treasure or Tax Deduction
Life Insurance: Consider a Very Impactful Gift
March
Realtor and Estate Planning Attorney's Guide to Real Estate
February
Art Law: It's Not Always a Pretty Picture!
January
Risk Management Self-Audit: Are You Exposed?
Risk Management Summary
Modern Philanthropy - Quiz
2018
December
How Are You Dealing with the Major New Tax Act?
DONATING REAL PROPERTY TO CHARITY
November
It's Time to Think About Taxes: Year End Federal and State Tax Strategies
October
Snowbird Traffic Jam: The Mass Migration to Sunshine Savings
September
A Guide to Smooth Probate Administration Involving Real Estate
August
Advantages of a Florida Revocable Living Trust
Dynasty Trusts in Florida
April
Planning for a Healthy Future
Making the Decision to Transition to a Senior Living Community
Choosing The Right Estate Appraisal Firm
March
Downsizing Made Easy... You Can’t Take It With You!
February
Tax Cuts & Jobs Act: Brief Overview
2017
December
Navigating Life Insurance - Part III: Slow and Steady Wins the Race… A Policy That Lasts Your “Whole Life”
November
Navigating Life Insurance - Part II: The Goldilocks of Life Insurance
October
Navigating Life Insurance Part I: Find the Best Policy for your Unique Situation
September
Disaster Tax Relief Act
August
Beware of Hurricane Harvey Charity Scams
Downsizing 101: Getting Ready for the Transition
July
Elder Law Essentials: Back to the Basics
Top 5 Assisted Living Research Tips
June
Planning for Disability
May
Life Insurance: The “Secret” to Leveraging Your Wealth
Generations Newsletter Spring 2017
April
Securing Your Second Home
2016
November
Generations Newsletter Fall 2016
Planning Now to Give Later
May
Total Return Unitrust Promotes Smooth Sailing
To Fund or Not To Fund Your Revocable Trust - That is the Question
Choosing a Fiduciary: It's a Job, Not a Reward
2015
November
Don't Judge a Book by its Cover Part III: Tips & Cautions Regarding Life Insurance
Don't Judge a Book by its Cover Part II: Tips and cautions regarding Annuities
Don't Judge a Book by its Cover: Tips & Cautions Regaring Reverse Mortages, Annuities, & Life Insurance
October
The Importance of Creating an Emergency Plan for Your Four-Legged Friends
April
The Do's and Don'ts of Giving Away Your Homestead
March
"Your Home(stead) is Your Castle - So, Why Does Your Spouse Control Its Disposition?"
Pet Trusts: Can you Place a Value on Man's Best Friend?
February
Plan Your Estate
January
Avoiding the Deadly Deed
2014
July
Real Estate Law 101: How Should a Married Couple take Title to Florida Real Property?
May
Don't Get Stuck In "The Box" During Hurricane Season
April
Downsizing 101: Getting Ready for the Transition
2013
December
Ten Homestead Traps for the Unwary
August
Attorney David Pash Becomes Partner Wollman, Gehrke & Solomon, P.A.
June
Magazine Articles Discuss Hurricane Preparedness and Deadly Deeds
How New Federal Estate Tax Rules Could Affect You
Estate Planning is for Everyone
May
Why You Need an Experienced Florida Probate Attorney
2012
October
What we Know..What We Don't Know
June
Huge tax savings from "New Perfect Storm"
April
Northern Death Taxes - Another Reason to be a Floridian
March
Florida Changes Power of Attorney Statute
January
Welcome to our Estate Planning Blog
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