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Donating Non-Liquid Assets to Charity

Artwork, Tangible Personal Property, Business Interests & Real Property This outline presents highly technical and advanced issues related to income, gift and estate taxes, and the complexities of ...
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Planning Now to Give Later

Attorney Ed Wollman explains how to leave a lasting legacy through estate planning. Originally published in the Community Foundation of Collier County's annual report "Connector 2016". ...
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Total Return Unitrust Promotes Smooth Sailing

Imagine sailing a beautiful sailboat without a rudder. The captain may end up sailing in a circle, or worse, sailing directly into a storm. When it comes to drafting trusts, it is essential that your ...
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To Fund or Not To Fund (Your Revocable Trust) - That Is the Question

As estate planning attorneys, for years we created revocable trusts for clients and generally recommended the use of trusts to hold assets for the further benefit of the surviving spouse as well as ...
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Choosing a Fiduciary: It's a Job, Not a Reward

We spend about 45 years working to amass a nest egg to provide for our retirement and to leave a legacy for our family. That's approximately 85,000 hours at work. Why then do we spend so little ...
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Probate Case Summaries

If a known or reasonably ascertainable creditor is not served with a copy of the Notice to Creditors, its claim is not barred by the three-month claim period if filed within two years of the ...
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Don't Judge a Book by its Cover Part III: Tips & Cautions Regarding Life Insurance

(Life Insurance – An Extremely Valuable & Essential Financial Tool Too Often Used Inappropriately) When purchased properly from a competent insurance professional, life insurance can be the ...
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Don't Judge a Book by its Cover Part II: Tips and cautions regarding Annuities

(Are Annuities a fantastic retirement vehicle or a bad investment promoted by zealous salesmen?) This is the second of a three part series on financial products that have been given a black eye by a ...
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Don't Judge a Book by its Cover: Tips & Cautions Regaring Reverse Mortages, Annuities, & Life Insurance

When you hear a financial advisor recommend a Reverse Mortgage, an Annuity, or Life Insurance, your first impulse may be to run for the hills. Your inclination is that these are bad products that cost ...
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Hurricane Preparedness Checklist What is Truly Important to You?

Hurricane Preparedness Checklist What is Truly Important to You? If you were told that you had one hour to prepare your home for a hurricane and leave the area, what would you do? What would you take ...
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The Importance of Creating an Emergency Plan for Your Four-Legged Friends

While most pets should be seen by a veterinarian on a regular basis, it is equally important to have an emergency plan in place just in case the unexpected happens. From weather-related evacuations to ...
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Are You Ready for a "Healthy" Hurricane Evacuation?

Are you ready to leave your home in a moment's notice in the event of an emergency? If you are mature in years, a caretaker, a pet owner, a diabetic, or anyone with advanced medical issues, we ...
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The Do's and Don'ts of Giving Away Your Homestead

Careful estate planning now can result in the minimization or elimination of gift, estate and income taxes on the transfer of your home to your heirs. Additionally, be sure to have a Will or Revocable ...
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"Your Home(stead) is Your Castle - So, Why Does Your Spouse Control Its Disposition?"

Florida Statute and the Florida Constitution protect your spouse from being disinherited. In theory this is an excellent idea. However, if you own your home in your sole name and you wish to give your ...
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Pet Trusts: Can you Place a Value on Man's Best Friend?

"What if" you had to value one of your most prized possessions - your pet. While we treat our pets as part of our family, technically pets are a property right or possession. This means you ...
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Plan Your Estate

Florida is one of the best states for estate planning and asset preservation. You've heard the expression, "a little knowledge goes a long way." This is very true when it comes to ...
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Avoiding the Deadly Deed

Avoiding the Deadly Deed One of the Quickest Ways to Derail an otherwise smooth real estate transaction is the discovery too close in time to the closing date that a deceased person is the record ...
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Real Estate Law 101: How Should a Married Couple take Title to Florida Real Property?

Tenants by the Entireties vs. Joint Tenants with Rights of Survivorship The Question of the day is whether Tenants by the Entireties (T-by-E) is the same thing as Joint Tenants with Rights of ...
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Don't Get Stuck In "The Box" During Hurricane Season

Be Sure to Obtain Your Homeowners Insurance Before Hurricane Season Don't get stuck in "The Box" refers to the "Hurricane Box." From the beginning of Hurricane Season, June 1 ...
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Downsizing 101: Getting Ready for the Transition

The saying goes "One man's trash is another man's treasure." When it's time to downsize your home, you are the sole decision maker on what is truly valuable to you and what you ...
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Ten Homestead Traps for the Unwary

Florida provides its residents very generous homestead protections and exemption but also restricts the ability to transfer the homestead. As a result, it is very important to understand these ...
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Protect your nest egg from soaring real estate taxes

Apply for Your Homestead Exemption and Save Our Homes If you're a Florida resident and have a home here as your primary residence, you may be missing out on a significant exemption that could save ...
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Attorney David Pash Becomes Partner Wollman, Gehrke & Solomon, P.A.

A new estate planning lawyer has joined the legal team at our Naples estate planning law firm, Wollman, Gehrke & Solomon, P.A. Attorney David R. Pash, who was recently elected to serve as a ...
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Hurricane Preparedness Checklist

Important Financial and Legal Documents Are You Ready for a Quick Get-A-Way? (Part 2 of 3) Are you ready for a quick getaway? Whether going on a vacation, or evacuating in the case of a hurricane, ...
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