Estate Planning

Estate Planning is the foundation of our Trusts & Estates Practice Group. Estate Planning is the implementation of legal advice and documentation to have one's property and affairs properly ordered in the event of death or incapacity. The concept has been around for hundreds of years. However, in recent years Estate Planning has become increasingly more complex and cumbersome due to the changes in tax law rules and the need to address complex multistate planning issues for the seasonal resident. Without question, having a comprehensive estate plan is critical to every client.

At Salvatori, Wood, Buckel, Carmichael & Lottes we have experienced Trust and Estates attorneys who are either Board Certified in Wills, Trusts and Estates and/or have advanced degrees in Taxation or Estate Planning. This resource of knowledge and expertise is coupled with a unique ability and focus to make the estate planning process for our clients more understandable and one that accomplishes their goals and objectives.


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