Family Wealth Planning

In today's era of increased longevity, a focus on "multi-generational" planning for one's heirs has become increasingly important. A cornerstone of our Trusts & Estates practice is properly navigating the client around issues and concerns, such as estate taxes, asset protection, and divorce, which can unnecessarily deplete the inheritances to be received by future generations. This process not only involves the development of a sound strategy for our clients who are facing tough issues and impediments to achieving their estate planning goals, but also providing our clients with an in-depth understanding of each strategy and recommendation. At Salvatori, Wood, Buckel, Carmichael & Lottes we view multi-generational wealth planning as a cooperative process between attorney and client and other professional advisors to develop of a strategy tailored to each client's distinct personal and family situation while providing flexibility for future tax and family concerns that may develop in future years.


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