Financial Planning Charitable Giving

Financial Perspectives: 2025 Estate Planning – Tax Changes, Documents, and What to Know

Ashlee Vieregger

Ashlee Vieregger , JD, CFP®, CTFA, AEP®, TPCP®

Kent Kramer

Kent Kramer , CFP®, AIF®

07/14/25

2025 Estate Planning

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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