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The effective
planning of your overall estate and its allocation is
critical. Marriage, separation or divorce, house purchases
and other significant events may all impact on the way
you manage your assets and how you would like your estate
to be distributed after your death. Obligations under
the law to family members and others also need consideration
and for some people the tax consequences of the succession
process are critical.
At Coleman & Greig we don’t just prepare a
will and associated documents for you,
we sit down with you to discuss your own
personal situation and determine the best solution to
make sure that you protect both your assets and your
family and friends.
What can we do for you?
At Coleman & Greig our Wills and Estate team works
closely with financial advisers and tax experts to investigate
the regulations and issues surrounding your estate plan
and works with you to make sure that you understand
the implications. The team’s expertise lies in:
- Ability to "demystify"
the estate planning process with plain English explanations
- Acting as executors of your will
- Administration of your estate
- Defending or making claims upon
an estate
- Keeping safe custody of your will
- Preparing powers of attorney
- Regular prompting to review your
estate plan and will at the various milestones in
your life
- Setting up trusts
For further information contact:
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