Wills & Estate Planning

Expertise

Wills & Estate Planning

Ensuring your future is well planned for, is central to our values at Coleman Greig and empowering our clients to achieve their goals.

Wills & Estate Planning is so much more than preparing a last testament – rather it is about understanding your needs and desires and determining the best solution that protects both your assets and your family.

Marriage, separation or divorce, house purchases and other significant life events may all have an impact on the way you manage your assets, as well as on how you would like your estate to be distributed after your death.

In addition to their own expertise in this area, our Principals and Lawyers also work closely with financial advisers and tax experts to investigate the regulations and issues surrounding your estate plan. We help you understand the implications and identifying best strategy to address them.

Coleman Greig are available to service your needs no matter where you are located in NSW. Our network of offices are supported by the latest digital technology, enabling us to work with you in a way that suits you best.

Any personal information you provide is collected pursuit to our Privacy Policy.

Plain English Guides

Plain English Guide to Making a Will

Most of your life is spent working to build up assets. Making a Will is an essential step in ensuring that your assets pass to the people that you choose.

 

Plain English Guide to the Role of Your Executor

This Plain English Guide answers some of the more commonly asked questions about the role of Executor, but remember that your lawyer is available to answer any other questions or provide advice when you need it.

Plain English Guide to Power of Attorney

This Plain English Guide answers some of the more commonly asked questions about granting Power of Attorney, but remember that your lawyer is available to answer any other questions or provide advice when you need it.

Insights

Bendel vTax Commissioner
Bendel v Commissioner of Taxation

Did the Administrative Appeals Tribunal make the “correct and preferable decision” and where to from here? In a recent case, the Administrative Appeals Tribunal (Tribunal)

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