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Wealth Management & Large Estates

Estate Planning Lawyer in Naples

Wealth management is simply explained as the overseeing and management of an individual's assets, and property so as to avoid unnecessary taxes, keep the value of the estate intact and preserve it for future generations. Wealth management can encompass all aspects of an individual's financial life and well-being including financial advice, investment advice, tax and income services, accounting services, and all manner of estate planning.

Attorneys who provide wealth management services generally specialize in a variety of estate planning areas. The attorneys at the firm have a broad range of areas of expertise. One of the attorneys at the firm is Florida Board Certified as a Wills, Trusts and Estates attorney, and holds a Master’s degree in taxation. Another attorney at the firm also has a masters degree in taxation and has been recognized as a Florida Super Lawyer, in the category of estate planning and probate, for the last five years. One of the managing partners specializes in real estate law, while another focuses on probate administration, trust administration and elder law. The firm has received an AV-rating by Martindale-Hubbell Law Directory. The AV-rating is the highest rating available and it signifies both legal ability and professional ethics.

If you or a loved one is in need of wealth management services, you should consult with a knowledgeable estate planning attorney at Wollman, Gehrke & Solomon, P.A. today. An attorney at the firm will review your current situation, advise you of the different options available to you and assist you in pursuing the solutions which will meet your needs and reflect your personal objectives. Making effective short- and long-term wealth management plans today will help protect your legacy tomorrow and for the future.

Choose Skilled Legal Counsel

Whether you need help setting up a durable power of attorney, need financial advice about assets, real estate or other investments, wish to establish trusts or wills, an attorney from the firm is here for you. The time to think about wealth management is today, so that you can properly plan your future and that of your heirs once you have passed away.

With over six decades of combined experience, the attorneys at the firm understand that each case is unique, as each client has different goals, objectives and plans. That is why they take the time to listen to your ideals and work with you to build a plan which addresses all your needs. The attorneys at the firm are committed to providing you with the highest level of quality control, while giving you and your interests the attention and care they deserve. It is your future; for assistance with wealth management services, contact the firm today.

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