Evergreen Legal

Evergreen Legal provides comprehensive and thorough succession planning services. Contact Laura today to arrange a consultation. www.evergreenlegal.com.au

While everyone needs will and estate planning services, it is often a task that get put at the bottom of the "to do" list. Evergreen Legal was founded with the aim to more fully cater to clients in a manner that makes this process as easy and stream lined as possible. Be sure to click the 'see first' option in your follow settings for this page, so you can stay up to date with the latest information and tips to help with your Succession Planning.

31/08/2026

Why is relying on an online will provider so dangerous? 👀🚩

1️⃣Superannuation (and the life insurance held within) is often a person's largest asset. A will is not sufficient to direct where these assets will go when you're gone.

2️⃣Online providers do not give any consideration to your personal circumstances or relationships and how to best protect your loved ones from drama when you're gone.

3️⃣Incapacity (or serious illness) is just as important to consider as death. An enduring power of attorney should go hand in hand with making a will.

4️⃣Many "wills" (and other estate planning documents) are not legally binding because they have not been properly signed or witnessed, making oversight by a knowledgeable lawyer important.

Online will providers do not consider or provide any of the above. This can leave a massive hole in an estate plan, or even worse, cause more problems than no plan at all! 🤯

Having a dedicated estate planning lawyer take a holistic approach will ensure the documents you create have actual value and will protect you and your loved ones when you need them most. 🌲

24/08/2026

Take control of your future today and shine a light on your estate plan! 🌞

Having a solid plan in place will give you peace of mind and the confidence to weather any storm that comes your way. ☔🌈

Contact us to discuss your estate plan ☎🌲

17/08/2026

When it comes to estate planning, one of the most heartfelt components is appointing a guardian and ensuring the care of your minor children. A Letter of Wishes can be a powerful tool to guide guardians and trustees on how you envision your children’s upbringing, particularly regarding their education and your general child-rearing preferences.

1. Education Preferences:

You can specify the type of education you desire for your children, whether it's public, private, religious, or home schooling. You can include preferred schools or institutions and any special programs or extracurricular activities you believe would benefit your children, or in which you believe they may have a special talent or interest.

2. Values and Beliefs:

You can communicate the core values and beliefs you want to be instilled in your children. This can include religious practices, moral principles, and cultural traditions that are important to you and your family.

3. Health and Wellness:

Specify any health care concerns or diagnosis your guardian might not immediately know about, including medical providers, health insurance, and approaches to wellness and mental health support.

3. Clarity and Flexibility:

While a Letter of Wishes is not legally binding, it offers clear guidance to those you trust with your children’s care but allows flexibility if needed at the time to adapt to unforeseen circumstances.

4. Regular Updates:

Regularly update your Letter of Wishes to reflect any changes in your circumstances or your children’s needs. This ensures that your intentions remain relevant and clear.

Work with your legal advisors to integrate your Letter of Wishes seamlessly with your will and other estate planning documents. They can help you navigate the legal nuances to ensure your wishes are respected and followed.

Planning for your children’s future is a profound responsibility. By incorporating detailed information and preferences in your Letter of Wishes, you can provide invaluable guidance to those entrusted with your children’s care, ensuring they grow up in a manner that reflects your love and values.

10/08/2026

While all other discretionary trusts may be subject to a minimum 30% tax (if the proposed budget changes proceed), the PM has announced that Testamentary Trusts will be exempt! 🎉

This means Testamentary Trusts may become the unicorn for asset protection and tax minimisation for Australian families moving forward, becoming the best vehicle for generational wealth building. 🦄🌈

Investing in a Testamentary Trust in your estate plan just became a no brainer! 🤓🌲

☎Contact us about how a Testamentary Trust in your Will could benefit your loved ones and your legacy. ❤

03/08/2026

Here’s your reminder. ⏰
It’s time to get your Estate Plan sorted. ❗️

We know it’s probably the last thing you want to do right now, because well…life! 🙃

But we know how important it is to get this stuff sorted now before something happens. 📄✅

Not one person has ever said to us – gee I regret putting an estate plan in place.

Quite the opposite in fact. We can see the relief once it’s taken care of. 👨‍👩‍👧‍👦

Come talk with us. 🌲☎

27/07/2026

Testamentary Trusts are a highly underutilised estate planning and generational wealth building tool. They are certainly not just for the wealthy.

In most cases, including one in your estate plan can provide protection for:

1. your children's inheritance if your spouse should re-partner,

2. your children's inheritance if they have a relationship breakdown with their spouse,

3. assets left to your loved ones from creditors,

4. young adults wasting their inheritance at 18, and

5. minors and vulnerable beneficiaries by providing them with tax free income.

No other wealth building tool offers the same level of asset protection and flexibility.

☎️Contact us to see how you can use this unicorn strategy in your estate plan to protect your loved ones.

19/07/2026

The Talk Your Parents Won’t Hate (But Should Have)

🗣It might feel awkward, but starting a conversation with your parents about estate planning is not only for your benefit, to ensure things run smoothly when the time comes, but also for their benefit. 🌲

Without an enduring power of attorney in place, your parents may not be able to use their own money for their needs if they should become ill or incapacitated! This can be a scary situation for everyone. ⛈

Having a proper estate plan in place will also of course ensure their estate will be handled in accordance with their wishes. Peace of mind is always valuable. 🌈

Get the ball rolling with your parents—because planning ahead makes everything easier when the time comes. 🏡💡

12/07/2026

⚠️ Important news for those gifting property through their Will

Proposed changes to Capital Gains Tax (CGT) rules could have a major impact on families who inherit property. While the details are still being discussed, the wording for how a property is passed on through a Will could become essential in avoiding additional tax.

Many people assume that inheriting a property means there are no immediate tax concerns. However, depending on the circumstances and how the Will is drafted, beneficiaries could face a significant CGT bill when the property is eventually sold.

A poorly worded or outdated Will may result in unintended tax consequences, potentially reducing the value of the inheritance passed on to loved ones.

If you own property or expect to leave property to family members, now is a good time to review your estate planning documents and make sure your Will is structured appropriately.

Contact Evergreen Legal today to discuss your Will and how these potential CGT changes could affect your family.

06/07/2026

🚨AML and Expanded Due Diligence Checks🚨

As of 1 July 2026, Australian law firms are subject to expanded 'Anti-Money Laundering and Counter-Terrorism Financing' requirements for certain legal services. Essentially, lawyers and other select professionals are being deputised by the Australian government as a first port of call to flag suspicious activity. 🚩

This change is being implemented to boost international confidence in Australia’s financial, legal and property systems, and to protect Australia’s reputation as a safe and transparent place to do business. 🌏

These processes are intended to help protect clients, our firm and the wider community from financial crime. 👮‍♀️

Moving forward, clients can expect additional client due diligence steps for certain matters, including:

🪪verification of identity;

🔎confirmation of company, trust or beneficial ownership details where relevant;

💵information about the source of funds or source of wealth in some matters; and

✅ongoing checks where required by law.

Rest assured, we will keep the process as efficient as possible and will only request information required to meet our legal obligations.

28/06/2026

🚨TESTAMENTARY TRUSTS TO RECEIVE TAX EXEMPTION STATUS🚨

The prime minister has announced that genuine testamentary trusts will be excluded from the 30% minimum tax being proposed for all other discretionary trusts! 🎉🎈

This means that minors and any other vulnerable beneficiaries can receive TAX FREE INCOME in addition to significant asset protection, family law protection and flexibility. 💰

If the proposed budget changes proceed, this means that Testamentary Trusts may be the only environment where such flexibility, asset protection and tax exemptions may exist. 👀

The important thing to note, however, is the testamentary trust MUST be in your will for your loved ones to benefit! It cannot be established after you die. 📜

☎ Contact us to ensure this life changing, generational wealth vehicle is harnessed in your estate plan to protect those you love! ❤🌲

Address

Ground Level, 10 Herb Elliott Avenue
Sydney Olympic Park, NSW
2127

Website

http://www.evergreenlegal.com.au/

Alerts

Be the first to know and let us send you an email when Evergreen Legal posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Evergreen Legal:

Want your business to be the top-listed Law Practice in Sydney Olympic Park?