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Home
Our Firm
Our Attorneys
Edward E. Wollman
David R. Pash
Lisa Goddy
Edward V. Smith
Patrick Courville
Mary Saunders
Ryan Cleland
D. Austin Ray
Aryn Swindler
Our Support Staff
Estate Planning
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2023
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2023
Blog Posts in 2023
22
Nov
2023
Charitable Giving: A Legacy at Every Income Level
“No act of kindness, no matter how small, is ever wasted.” – Aesop Since 2010, over 240 signatories from 29 different countries have joined the Giving Pledge, a global initiative, uniting individuals of diverse backgrounds towards the common goal of a public commitment to philanthropy. You may be familiar with some of its founders, Bill Gates, and Warren Buffet, alongside additional individuals ...
Posted By
Edward E. Wollman, J.D., LL.M., CAP
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10
Nov
2023
IRS Issues Inflation Adjustments for 2024
The Internal Revenue Service recently announced the annual inflation adjustments for the tax year 2024. The following are the most relevant to our clients at Wollman, Gehrke & Associates, P.A. Standard Deduction: For married couples filing jointly for tax year 2024 rises to $29,200. For single taxpayers and married individuals filing separately, the standard deduction rises to $14,600, and for ...
Posted By
Wollman, Gehrke & Associates, P.A.
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15
Aug
2023
Building a Family Legacy: The Power of a Multi-Life Charitable Remainder Trust (CRT)
Previously published in the 2024 Collier Community Foundation Connector Imagine a powerful technique that seamlessly combines estate planning, financial planning, and philanthropy into one. The multi-life Charitable Remainder Trust (CRT) takes the benefits of a regular CRT and enhances them by incorporating "multiple lives." In this article, we will explore the unique advantages of a multi-life ...
Posted By
Edward E. Wollman, J.D., LL.M., CAP
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15
Mar
2023
Planning to Avoid Probate? Read this first
Probate avoidance, or reducing the necessity to have your estate administered in the probate court, is a small part of estate administration. This article will address some of the major misconceptions about estate planning and, in particular, avoiding probate. Misconceptions of Probate Avoidance “If I avoid probate, I will not have any expenses when I die.” FALSE - As discussed below, you will ...
Posted By
Edward E. Wollman, J.D., LL.M., Board Certified Wills, Trusts & Estates
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