2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations | Financial Perspectives

This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.

00:00 - Introductions
01:02 - What Did the Law Change?
06:55 - Do I Need to Revisit My Estate Plan?
10:12 - What Estate Plan Documents Should I Have?
25:14 - Closing Thoughts

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By: Foster Group
Title: 2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations | Financial Perspectives
Sourced From: www.youtube.com/watch?v=7U8ibZHky2E


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