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Community Involvement

Recent Posts in Community Involvement Category

  • Building Your Estate Plan’s Legacy Component

    This is the sixth of a six-part series on building a comprehensive estate plan designed to protect you and your heirs for many generations to come. As our mantra states, “Today’s Plans Become Tomorrow’s Legacy.” Part 1 - Building a Road Map for Estate Planning and Financial Success Part 2 - Team Building: Original building of estate planning team Part 3 - Risk Management Part 4 - Core Documents ...
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  • Hurricane Preparedness Checklist What is Truly Important to You?

    If you were told that you had one hour to prepare your home for a hurricane and leave the area, what would you do? What would you take with you? What is irreplaceable? Is your home hurricane-ready and do you have an exit strategy? This article is the first of a three-part series on preparing for an emergency. The second article will cover financial documents that are essential to secure in case of ...
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  • Are You Ready for a "Healthy" Hurricane Evacuation?

    Are you ready to leave your home in a moment's notice in the event of an emergency? If you are mature in years, a caretaker, a pet owner, a diabetic, or anyone with advanced medical issues, we want you to have an emergency health care plan. This is the third in our series of hurricane preparedness checklists. The first was physical home evacuation checklist, the second was a financial and legal ...
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  • 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 ...
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  • Modern Philanthropy - Quiz

    1. Can you donate Bitcoin to charity? Fidelity and other charitable gift funds are now accepting charitable donations of bitcoin. This is a fabulous opportunity if you are invested in bitcoin and experience a spike in value. 2. What is a benefit corporation? A benefit corporation is a company that provides benefits far beyond stockholder return. They are designed and run to benefit all ...
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  • Donating Real Property to Charity

    Feel Good and Save a Ton of Taxes Donation of real estate can be very rewarding and provide many benefits to the giver and the ultimate recipients of your charity. If you wish to make a wonderful contribution to a charity of a piece of real property, there are a few pointers that you may wish to know before you get too far down the path. This article will highlight some of the issues and provide ...
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  • Snowbird Traffic Jam: The Mass Migration to Sunshine Savings

    Whether you’re in it for the sunshine, the savings, or both … It’s a great time to be a Floridian! While the new tax changes make moving to Florida seem like a no-brainer, the ideal conditions are likely to raise red flags for tax authorities. If you are planning to change your domicile to Florida in the coming year, it is critical that all details are reviewed with an experienced tax advisor. ...
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  • Making the Decision to Transition to a Senior Living Community

    Guest Contributer: Pam Fultz, Community Relations Manager, Vi at Bentley Making the decision to move into a Lifeplan Community can be one of the most important and rewarding decisions that you make as a retiree in Southwest Florida. The quality of life at these communities is enhanced by social opportunities, beautiful amenities, quality dining, and resort style service. With so many options in ...
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  • Beware of Hurricane Harvey Charity Scams

    Article originally published as a press release Naples, Florida (August 30, 2017) – Local Estate & Trust Attorney, Edward E. Wollman, warns the public of fraudulent charities capitalizing on the Hurricane Harvey disaster. Over the past few days the American public has been inundated with shocking images of the destruction left behind from Hurricane Harvey. The sad plight of families, children, ...
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  • Planning Now to Give Later

    Recent feature published in the Community Foundation of Collier County's annual report "Connector 2016" http://www.cfcollier.org/wp-content/uploads/2017/01/Community-Foundation-of-Collier-County-Connector-reduced-size.pdf
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