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.

01/06/2026

Secure your family’s future at today’s rates! With the new financial year approaching, it’s the perfect time to think ahead. ❗️👀

Lock in today's prices by booking your estate planning appointment now, before our rates adjust on 1 July 2026. 🌲

26/05/2026

Kids and other vulnerable beneficiaries can't manage inherited wealth alone. That's why testamentary discretionary trusts exist.

They're used so parents can ensure their children will be able to properly be fed, clothed and educated if they should die before their children finish school, and so the funds will be ringfenced from any potential bad actors who may try to prey on their circumstances.

In addition, a surviving partner or new guardian will often need extra support to continue to work and care for the family left behind. This is often a significant unexpected expense which is often alleviated by the current tax treatment of testamentary discretionary trusts.

Taxing all that at 30% doesn't close a loophole. It closes the safety net.

25/05/2026

In addition to keeping up to date with all the changes in the law (hello Federal budget announcement 🙃) it's so important to ensure your will and estate plan stays up to date with all the changes in your life.

🌲Marriage, separation or divorce
🌲Buying or selling a property
🌲New children in the family
🌲New business structures
🌲Significant change in finances (more life insurance, big losses, new investments)
🌲Changes in relationships

Contact us to help you keep your will and estate plan reflective of your life. ☎

18/05/2026

FEDERAL BUDGET ANNOUNCEMENT AND TDTs

There’s been a lot of media commentary about the benefits of trusts (including Testamentary Discretionary Trusts in wills - TDTs) after the Federal budget announcements, and understandably, you may be wondering whether TDTs in your will are still worthwhile.

So, are testamentary trusts dead after the budget? (pardon the pun)

Definitely not!

They are as powerful as ever when it comes to estate planning.

TDTs still offer incredible asset protection for:
🌲family law and protecting blood line descendants,
🌲vulnerable beneficiaries,
🌲protecting minor children from financial immaturity, and
🌲people in high-risk occupations or business.

These changes are only proposed, and we know it can be difficult to make a decision when there is so much uncertainty in play.

But it’s important to remember there are many benefits of TDTs that are not impacted by the tax treatment.

On a final note, provided your will allows for the TDT to be optional, you certainly would have all your basis covered while we wait for the final word on these proposed tax changes.

Contact us if you want to review or update your will to ensure it offers the maximum flexibility in light of the proposed Federal budget changes. ☎️

16/05/2026

Coming home with lots of new insights, connections and inspiration!

au lawyer kiri

11/05/2026

Think your family "just knows" what you want? That's exactly why you need a will. 📜

Here's what happens without one: the law decides who gets what—not your loved ones. Your partner, kids, or the people you trust and intend to benefit may have to fight through courts, pay legal fees, and wait months (or years) to access funds they need now, if they ever receive it at all. 😟

Even if your family agrees on everything, without a valid will they may not legally be able act on your wishes, or at the very least may need to prove their relationship to you, causing delay. They can't access bank accounts, sell property, or make decisions—no matter how clearly you told them over dinner. 🍽

A will isn't about distrust or extra paperwork. It's about giving the people you love the legal power to do what you've asked and benefit from your legacy, without the stress, cost, and delay of the court system.🏛️⚖

Estate planning takes a few hours. Sorting out a mess without one can take years.🛑

Give your family permission to act efficiently and with confidence—put it in writing. 📝🌲

04/05/2026

🌍💰 The Largest Generational Transfer of Wealth is Coming 💰🌍

Trillions of dollars are expected to pass from one generation to the next in the coming years, as part of the largest generational transfer of wealth in history. This monumental shift presents both incredible opportunities and significant challenges.

As baby boomers begin to pass on their assets to their heirs, it's essential to ensure that your family is prepared to manage and preserve this newfound wealth. Without a solid estate plan in place, you risk losing much of what has been built over a lifetime.

🔑 Why Having a Good Estate Plan Matters:

🌲Preserve Your Legacy: Make sure your hard-earned assets go to the people you care about most.

🌲Minimize Taxes: A well-structured estate plan can help reduce tax burdens, ensuring more wealth stays in the family.

🌲Avoid Family Conflict: Clearly outlining your wishes can prevent disputes and ensure a smooth transition of assets.

🌲Protect Your Heirs: Safeguard the financial future of your loved ones by providing them with clear guidance.

Don't wait until it's too late. Take proactive steps now to protect your family's future and ensure your legacy lives on. 💼📜

24/04/2026

Today, we pay tribute to the ANZACs who fought and died for our country. We honor their courage, their sacrifice, and their unwavering commitment to our freedom.

We will remember them.
Lest We Forget.

20/04/2026

Don't let a breakup undo your legacy! 🌲

5 estate planning mistakes that catch people out after separation: 💔

1️⃣Assuming separation changes your will. It doesn't. Your ex may remain a beneficiary and potentially your executor until you actively update it. Divorce revokes provisions for a former spouse—but separation alone does nothing.

2️⃣Forgetting your Power of Attorney. If your ex still holds enduring power of attorney or enduring guardian, they could make financial or medical decisions on your behalf if you're incapacitated. Revoke and reappoint.

3️⃣Leaving super out of the picture. Superannuation death benefits don't automatically follow your will—they're generally governed by legislation and directly by binding nominations. If your ex is still a legal spouse or still dependent upon you, the fund may still pay them your benefit.

4️⃣Waiting for the divorce to come through. Property settlements and divorces can drag on for months or years. If something happens to you in the meantime, your current documents control—and your ex may inherit everything.

5️⃣Ignoring guardianship for kids. Separation shifts family dynamics. If you haven't revisited who you'd want to have guardianship of your children, your outdated appointment might not reflect your current wishes.

🛑Bottom line: Update your estate planning documents as soon as you separate—don't wait for the divorce paperwork to settle as by then it may be too late. ⏰💵

If you have divorced but haven't gotten around to updating your documents, what are you waiting for?! Contact Evergreen Legal ☎

12/04/2026

Who will protect your children if you’re not there to do it? 🤷‍♀️

Testamentary trusts don’t just protect money they can protect your child’s future. They act as a bubble of protection, even when life changes. 🫧💛

✅Preserves inheritance
✅Potential tax free income
✅Multigenerational protection

☎️Contact us today to inquire about how a testamentary trust in your will could protect your children or grandchildren. 🌲

Address

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

Website

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

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