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• Blog
  • 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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