Estate Planning & Wealth Management

Wealth is easy to spend but is harder to protect and retain. With proper advice, your estate can be protected and proper control retained in the event of disability or death.

Estate Wealth Management

Whether you wish to maximize the amount your children receive, or at the other extreme, disinherit your children completely, a well thought out estate plan can help.

Estate Planning includes the planning of the orderly transmission of assets, for example a business or a summer home, during a lifetime or on death. It also includes planning for possible incapacity.

The benefits from such planning include the possible reduction in taxes paid during your life and on death, the mechanisms to guard your estate and protect you during incapacity or the proper protection of dependent or disabled relatives.

Hutchison Oss-Cech Marlatt has considerable experience in advising clients and developing comprehensive plans, documentation, and mechanisms required to implement such plans.

Estate Planning Services

• Estate Planning including liaising with investment, accounting, and other advisors
• Wills
• Creation, variation, and maintenance of trusts including family trusts and alter ego trusts
• Estate administration
• Planning for disabled children or relatives
• Establishment of charitable foundations
• Powers of attorney and representation
• Agreements and Living Wills
• Succession planning for family businesses
• Estate freezes, including corporate reorganizations and other corporate structures