Blog Posts in 2019

Lisa Goddy Announced As Partner of Wollman, Gehrke & Associates, P.A.

Naples, FL, August 2019 – Wollman, Gehrke & Associate, P.A., an Estate Planning law firm based in Naples, FL, is pleased to announce the promotion of Lisa B. Goddy to the position of Partner with the firm. “We are thrilled to have Lisa become a Partner of our firm. Her strong work ethic and legal acumen make everyone around her better” said Edward Wollman, the firm’s Founding Partner. Lisa started ...

Risk Management in Your Estate Plan

Don't forget to cover your assets! 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 protecting your assets from unforeseen creditors in Florida. While Florida has yet to enact legislation that allows self-settled domestic asset protection trusts, it does have several ...

2019 Risk Management Self-Audit: Extended Version

Today’s world presents both new and old dangers to the individual and family. Information technology, now essential to our work and private lives, makes it easier than ever for bad actors to reach out and harm us. A parade of novel financial products bid us to invest, lest we miss out on the next big opportunity, but the modern, algorithm-driven market may tank for reasons the average investor is ...

Annuities - Fantastic Retirement Vehicle or a Bad Investment?

Are Annuities a fantastic retirement vehicle or a bad investment promoted by zealous salesmen? Unfortunately, financial products have been given a black eye by a few bad financial advisors who oversell products that are unsuitable or not properly designed. In this article, we will explore annuities. Points in Favor of Annuities Annuities can be an excellent retirement vehicle designed to protect ...