2025 ESTATE PLANNING CHECKLIST
As we kick off 2025, many individuals are making resolutions aimed at improving their overall well-being. If you are looking to prioritize your financial well-being this year, here are a number of the top estate planning items to consider accomplishing in 2025:
- Implement and/or Update Estate Plan Documents
- Maximize Retirement Plan Contributions
- Consider Utilizing Record-High Estate and Gift Tax Exemption (e., $13.99M in 2025)
- Consider Making Annual Exclusion Gifts (e., $19,000 per person in 2025)
- Monitor Requirements of the Corporate Transparency Act
Click HERE for more detailed information on these items. If you would like additional guidance, contact one of the attorneys in our Estate and Wealth Planning Practice group to discuss an individualized plan to help you pursue your personal and financial goals in 2025.
About Dvorak Law Group, LLC
Dvorak Law Group, LLC is a full-service business, estate and wealth transfer planning, and litigation law firm with offices in Omaha, Hastings, Sutton, and Columbus, Nebraska, and Sioux Falls, South Dakota. It serves individuals, businesses, non-profit organizations, and government entities in Nebraska, South Dakota, and throughout the country. To learn more about Dvorak Law Group, visit www.dvoraklawgroup.com.
Recent Comments