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Our Firm
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Edward E. Wollman
David R. Pash
Lisa Goddy
Patrick Courville
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Estate Planning
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2021
February
Proposed Federal Gift, Estate, and Generation-Skipping Tax Exemptions
2021 WGA Special Report: Guide to Evaluating Your Tax Exposure
Building a Comprehensive Estate Plan: Risk Management
Core Documents and Essential Components to a Comprehensive Plan
2020
December
Year End Federal and State Tax Strategies
October
Presidential Election Special Report: Heads I Win - Tails You Lose
Building Your Estate Planning Team
September
Building a Road Map for Estate Planning and Financial Success
August
What Makes a Great Estate Plan: Introduction to our 6-part series
Supercharge your Estate Plan
April
Spring Cleaning for your Estate Plan
Hurricane Preparedness Checklist What is Truly Important to You?
Important Financial and Legal Documents Are You Ready for a Quick Getaway?
Are You Ready for a "Healthy" Hurricane Evacuation?
February
The SECURE Act Special Report
2019
November
Tax Tips for Dealing with YOUR retirement accounts
August
Lisa Goddy Announced As Partner of Wollman, Gehrke & Associates, P.A.
July
Risk Management in Your Estate Plan
2019 Risk Management Self-Audit: Extended Version
Annuities - Fantastic Retirement Vehicle or a Bad Investment?
Long Term Care Insurance - A Changing Landscape
April
Beauty is in the Eye of the Beholder: Treasure or Tax Deduction
Life Insurance: Consider a Very Impactful Gift
March
Realtor and Estate Planning Attorney's Guide to Real Estate
February
Art Law: It's Not Always a Pretty Picture!
January
Risk Management Self-Audit: Are You Exposed?
Risk Management Summary
Modern Philanthropy - Quiz
2018
December
How Are You Dealing with the Major New Tax Act?
DONATING REAL PROPERTY TO CHARITY
November
It's Time to Think About Taxes: Year End Federal and State Tax Strategies
October
Snowbird Traffic Jam: The Mass Migration to Sunshine Savings
September
A Guide to Smooth Probate Administration Involving Real Estate
August
Advantages of a Florida Revocable Living Trust
Dynasty Trusts in Florida
How to Build your "TDT" - Trust Dream Team
July
Back to Basics: A Self-Evaluation of your Estate Plan
April
Planning for a Healthy Future
Making the Decision to Transition to a Senior Living Community
Choosing The Right Estate Appraisal Firm
March
Downsizing Made Easy... You Can’t Take It With You!
February
Tax Cuts & Jobs Act: Brief Overview
2017
December
Navigating Life Insurance - Part III: Slow and Steady Wins the Race… A Policy That Lasts Your “Whole Life”
November
Navigating Life Insurance - Part II: The Goldilocks of Life Insurance
October
Navigating Life Insurance Part I: Find the Best Policy for your Unique Situation
September
Disaster Tax Relief Act
August
Beware of Hurricane Harvey Charity Scams
Downsizing 101: Getting Ready for the Transition
July
Elder Law Essentials: Back to the Basics
Top 5 Assisted Living Research Tips
June
Planning for Disability
May
Life Insurance: The “Secret” to Leveraging Your Wealth
Generations Newsletter Spring 2017
April
Securing Your Second Home
Legacy Questionnaire
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