Dear Friends,

In this edition of Generations, we will explore the various life insurance options available and break down what makes each alternative unique.  We hope you find this information timely and useful. 

You may be one of many impacted by the new income, gift and estate tax laws under the  Tax Cuts and Jobs Act (TCJA) that President Trump signed into law on December 22. As your personal tax advisors, we are glad to answer any questions or concerns you may have.

As part of our effort to address these changes, we will be conducting life insurance audits  throughout January and February. We are here to review your documents and provide you with the best alternatives for keeping or modifying your existing life insurance.  This i ncludes the possibility of leaving a charitable legacy through a gift of excess life insurance to your favorite charity.

Now sit back and enjoy our Winter Edition of Generations. Happy New Year from all of us to you and your family!

Sincerely,
Ed Wollman

Navigating Life Insurance: 
The "Secret" To Leveraging Your Wealth

Term Life Insurance
Find the Policy for your Unique Situation

Universal Life Insurance
The Goldilocks  Of Life Insurance

Whole Life Insurance
Slow and Steady Wins the Race

What To Know:
Disaster Tax Relief Act

President Trump recently signed into law the Disaster Tax Relief Act of 2017 (the "Act"), providing assistance to taxpayers impacted by Hurricanes Harvey, Irma and Maria. 

HAPPENINGS & UPCOMING EVENTS

February 2, 2018 - 
Senior Symposium Round Table
Vi  at  Bentley  Village, Naples
official invitation to follow
 
Your golden years can be some of your best years! 
Clients and colleagues will be invited for breakfast and to learn more about long term care, estate planning, and local retirement lifestyle communities. 
 

February 10, 2018 - Night at the Museum: Pirate Ball
Galisano Children's Museum of Naples

Join Ed Wollman, Chairman of the Board of Directors at C'MON Children's Museum, for a night of entertainment. Contact our office for ticket information.

 

February 22, 2018 -   2018 Tax Plan Update
Location TBD 
official invitation to follow

Join our attorneys to discuss the impact of the new tax revisions.
Followed by a Q&A session.


February 28, 2018 - Thanks a Million

We are proud to be sponsors of  Thanks a Million celebrating one million  books! 

A big thank you to Attorney Marcie Charles for  helping to obtain the tax exempt status 501(c(3) for Books for Collier Kids. 
 

Our Team is Growing!  
Please join us in welcoming our newest staff members.
Pictured from left to right: Attorney Patrick Courville, 
Attorney Kristin Phillips & Fellow Tina Dedrick
 
 

Our community faced many challenges in 2017, but we were resilient and came back stronger than ever. With the tax revisions coming, our team is motivated to make 2018 a successful year for all of our clients & partners. Please take comfort knowing that we are here to help and look forward to answering all of your questions and concerns.

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Wollman, Gehrke & Associates, P.A.
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