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
Advance Directives
Art Law
Asset Protection
Elder Law
Estate Planning Documents
Trusts
Wills
Financial Planning
Guardianship
High End Estate Planning
Probate Administration
Trust Administration
Wealth Management
Links
Probate Law
Real Estate Law
Articles + Blog
Articles
Blog
Contact Us
Call
Today
Email
Us
Our
Map
Menu
239.435.1533
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
Advance Directives
Art Law
Asset Protection
Elder Law
Estate Planning Documents
Trusts
Wills
Financial Planning
Guardianship
High End Estate Planning
Probate Administration
Trust Administration
Wealth Management
Links
Probate Law
Real Estate Law
Articles + Blog
Articles
Blog
Contact Us
239.435.1533
New Clients Please Call
239.494.3219
Existing Clients Please Call
239.435.1533
2024
Home
>
Blog
>
2024
Blog Posts in 2024
05
Nov
2024
2024 Tax Tips: 10 Strategic Tips to Consider Before Year-End
The following is our checklist of year-end tax strategy items and matters we believe you should consider addressing between now and the year’s end. Many of these helpful tips require a discussion with your financial and tax advisors, and we are available to collaborate. Before we begin, remember that your CPA and financial advisor have invaluable information that is a simple phone call away, be ...
Posted By
Wollman, Gehrke & Associates, P.A.
Continue Reading
15
Oct
2024
Client Alert: Corporate Transparency Act Compliance
BOI Report Filing Deadline Approaching: December 31, 2024 File Now to Avoid Penalties As you may be aware, in 2021 Congress passed the Corporate Transparency Act. One of the requirements of this legislation is that many businesses must prepare and file a Beneficial Ownership Interest Report (“BOI Report”) with the Financial Crimes Enforcement Network (FinCEN) of the Department of Treasury. Who ...
Posted By
Wollman, Gehrke & Associates, P.A.
Continue Reading
01
Oct
2024
Special Needs Trusts: Getting Your Ducks in A Row
This article was originally published in the Collier County Bar Assocation Magazine, Adverse Witness. Click here to see the original. Mr. and Mrs. Brady have come to your office for a consultation regarding their estate plan. They have two children, Bobby and Cindy. Cindy, who is 18 years old, has Down syndrome and is receiving governmental benefits, specifically SSI and Medicaid. Bobby, who is 25 ...
Posted By
Lisa B. Goddy, Esq.
Continue Reading
02
Jul
2024
Think Twice Before Filling Out a Transfer on Death (TOD) Form
Too often, the way we title newly acquired assets and financial accounts is too casual. The financial advisor or salesperson asks you how you wish to take the title and who you would like to be the beneficiary of the financial account. All too often, they create a TOD, which stands for transfer on death. Therefore, the account will pass directly to your heirs without any aggravation. ...
Posted By
Edward E. Wollman, J.D., LL.M., CAP
Continue Reading
Page
of 3
Next Page
How Can OUR Firm
Help You?
Estate Planning
Advanced Directives
Art Law
Asset Protection
Elder Law
Estate Planning Documents
Financial Planning
Guardianship
High End Estate Planning
Probate Administration
Probate Law
Real Estate Law
Trust Administration
Wealth Management