Tax Season is the Perfect Time to Start Thinking about Estate Planning

Spring is in the air, or a snowstorm, or both. Who knows this year, right? But one thing you can count on every April is taxes. This year, tax day falls on Wednesday, April 15th, to be exact. From IRS.gov, “Taxpayers have until Wednesday, April 15, 2026, to file their 2025 tax returns and pay any tax due.”

Tax Season, for all its stress, is a great time to start your estate planning journey. You already have collected dozens of documents for your taxes, from mortgage interest, to investment reports, to the simple w-2. You have a year’s worth of financial information at the ready. Take that hard work one step further and check your current financials against your estate plan. Don’t have an estate plan? After you submit your forms, contact a trusted estate planning team like Lubnau Law to start thinking through your personal estate goals.

Another reason tax season is a great time to look at your current estate plan, or start an estate plan, is the tax law itself. While it can be a headache, changes in the tax code can affect not only your current tax bill, but also how your estate is affected. Tax season is a great time to make sure you understand the effects any changes in the tax code have on your current estate plan.

Finally, many people work with a Certified Public Accountant, or other licensed tax-preparation professional to file their taxes. A financial professional is a great resource in your estate planning process. Once all the dust settles and the documents are filed, take time to ask them to help collect your financial information for a session with an estate planning attorney.

Tax season can be stressful, but you can easily turn all that hard work into a plan for you and your loved ones. After you file, call Lubnau Law to learn how we can help prepare your estate plan.

This article was developed with notes from Patrick Hicks, “Six Reasons Tax Season Should Also Be Estate Planning Season.”