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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.