An experienced estate planning attorney at Wollman, Gehrke & Associates, P.A. can help preserve your legacy for future generations. Our firm has served the Southwest Florida communities of Naples, Marco Island, and Bonita Springs for over 20 years. Attorneys here have extensive experience in all estate planning matters, ranging from simple trusts to the complex arrangements of larger estates that must be managed by a true legal professional.
Advance Directives
An advance directive is a vital document in any comprehensive estate plan
which outlines your wishes should you become seriously ill, unable to
make decisions for yourself, or face the loss of life. Having advance
directives in place can help your loved ones avoid further emotional upheaval
during a difficult time and even protect against unnecessary conflicts
among children or chosen heirs.
Art Law
Many estates include prized works of art or even intellectual property
that must be protected when creating an estate plan. Valuable works that
are property of an estate sometimes require special documentation or other
arrangements. Our firm is experienced in this specialized area of law
impacting high net worth estates.
Asset Protection
After a lifetime of hard work, it is important that the legacy that you
hope to pass on is not diminished. Unnecessary taxation and other probate
issues are often caused by improper management of estates. Our legal team
can use wealth protection strategies to safeguard your properties, accounts,
stocks, businesses, retirement funds, and other assets from losing their value.
Elder Law
The elderly deserve proper care and respect and this can be provided for
in an estate plan. Protecting yourself from physical or financial harm
is crucial, so it is important that personal wishes are evident and made
legally binding in your estate plan.
Estate Planning Documents
Every estate plan requires skilled legal counsel to properly draft the
documents which will have great significance in the future, such as
trusts and
wills. These documents must be drafted carefully to be legally binding and help
loved ones avoid potential legal hassles and disputes over your intentions.
Even a single error can have cause disastrous complications, so you must
be confident that your plan is being executed by an experienced attorney.
Financial Planning
When arranging your financial affairs for the future, retaining trusted
and experienced legal council is essential. Your attorney will access
your situation and determine the best options available under current
tax laws. Proper financial planning enables you to assign the funds necessary
to cover future expenses and preserve an inheritance for loved ones through
certain types of trusts and other legal arrangements.
Guardianship
Parents of children under the age of maturity may legally designate a guardian
to look after their care and assets should they pass away or become incapacitated
through illness or injury. Guardianship can also be arranged for elderly
relatives who are no longer able to care for themselves.
High End Estate Planning
Individuals and families who have high net worth and large estates that
include substantial assets must ensure that their estates plans are extensively
detailed. All aspects of properties and assets must be accounted for.
Charitable trusts as well as limited family partnerships can be beneficial
factors in a creatively drafted estate plan that protects your assets
and legacy for future generations.
Probate Administration
The legal team at Wollman, Gehrke & Associates, P.A. has over 50 years
of combined experience in all matters related to estate planning and probate
administration. We understand all steps which must be taken to help the
estate executor properly and effectively complete the probate process.
Probate Law
After an individual passes away there are many legal issues to attend.
These include probate, the legal process of transitioning the deceased's
assets, estate, and personal items to the designated beneficiaries. In
some cases this process is complicated or even contentious. However, a
knowledgeable attorney will represent your rights and interests, in addition
to managing your estate throughout the probate period.
Real Estate Law
Real estate holdings often make up a large portion of an individual's estate
and net worth. Therefore, a complete understanding of all aspects of real
estate law is greatly beneficial during estate planning. State and federal
tax laws change frequently. This is only one reason why it is advantageous
to retain an attorney who possesses up-to-date knowledge of real estate
law and its impact upon estate plans.
Trust Administration
Trusts are drafted and implemented to protect the assets of an individual
or a family in some cases. Administering a trust effectively requires
extensive knowledge of estate planning and probate law. When the time
comes to execute the trust and distribute the assets to beneficiaries,
an experienced legal professional should be enlisted to manage the process
and ensure the terms of the plan are carried out.
Wealth Management
Those fortunate individuals and families who have a large number of properties
and other valuable assets require specific legal counsel to plan for the
future. The creation of multiple types of trusts and other estate planning
techniques can be employed by a seasoned lawyer to ensure your assets
are preserved and are not diminished by unnecessary taxation.
CONTACT OUR FIRM TODAY for the personal, high quality legal counsel you need and deserve when planning for the future.