Estate Planning

WHY EVERYONE NEEDS TO KEEP THEIR ESTATE PLAN UPDATED

Mar 21
3 min

WHY EVERYONE NEEDS TO KEEP THEIR ESTATE PLAN UPDATED

As the world and its laws continue to evolve, everyone needs to keep their estate plans up to date. An estate plan is a set of documents,...

OBTAINING A POWER OF ATTORNEY FOR ELDERLY PARENTS

Jeni Snider, Esq.

Mar 14
5 min

OBTAINING A POWER OF ATTORNEY FOR ELDERLY PARENTS

Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity...

4 COMMON MISTAKES MADE ON LIFE INSURANCE BENEFICIARY DESIGNATIONS

Jeni Snider, Esq.

Jan 31
5 min

4 COMMON MISTAKES MADE ON LIFE INSURANCE BENEFICIARY DESIGNATIONS

Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your...

A LIFETIME ASSET PROTECTION TRUST CAN SAFEGUARD YOUR CHILD'S INHERITANCE

Jeni Snider, Esq.

Jan 10
5 min

A LIFETIME ASSET PROTECTION TRUST CAN SAFEGUARD YOUR CHILD'S INHERITANCE

The benefits of a unique estate planning vehicle known as a Lifetime Asset Protection Trust (LAPT) is not just for the ultra-wealthy.......

WILL THE COMING WEALTH TRANSFER BE A BLESSING OR A CURSE FOR YOUR FAMILY?

Jeni Snider, Esq.

Jan 3
5 min

WILL THE COMING WEALTH TRANSFER BE A BLESSING OR A CURSE FOR YOUR FAMILY?

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous...

Jeni Snider, Esq.

Nov 22, 2022
5 min

TRUSTS & TAXES: WHAT YOU NEED TO KNOW

People are often curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up, I will...

HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH PART—2

Jeni Snider, Esq.

Nov 8, 2022
5 min

HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH PART—2

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1

Jeni Snider, Esq.

Nov 1, 2022
4 min

HOW TO MANAGE YOUR DIGITAL ACCOUNTS AFTER YOUR DEATH — PART 1

If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

WHAT YOUR LAST WILL & TESTAMENT WILL (AND WILL NOT) DO—PART 2

Jeni Snider, Esq.

Aug 30, 2022
6 min

WHAT YOUR LAST WILL & TESTAMENT WILL (AND WILL NOT) DO—PART 2

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...

WHAT YOUR LAST WILL & TESTAMENT WILL (AND WILL NOT) DO—PART 1

Jeni Snider, Esq.

Aug 23, 2022
4 min

WHAT YOUR LAST WILL & TESTAMENT WILL (AND WILL NOT) DO—PART 1

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations—too few Americans have taken this key...

2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP TO DATE?

Jeni Snider, Esq.

Aug 2, 2022
5 min

2022 ESTATE PLANNING CHECKUP: IS YOUR ESTATE PLAN UP TO DATE?

Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly...

WHY YOU NEED A TRUST - EVEN IF YOU AREN'T RICH

Jeni Snider, Esq.

Jul 19, 2022
2 min

WHY YOU NEED A TRUST - EVEN IF YOU AREN'T RICH

When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund - or trust - is...

10 COMMON ESTATE PLANNING MISTAKES YOUR FAMILY CAN'T AFFORD TO MAKE - PART 1

Jeni Snider, Esq.

May 10, 2022
7 min

10 COMMON ESTATE PLANNING MISTAKES YOUR FAMILY CAN'T AFFORD TO MAKE - PART 1

Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling...

PROBATE: WHAT IS IT & HOW TO AVOID IT - PART 2

Jeni Snider, Esq.

Mar 22, 2022
8 min

PROBATE: WHAT IS IT & HOW TO AVOID IT - PART 2

Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your...

PROBATE: WHAT IS IT & HOW TO AVOID IT - PART 1

Jeni Snider, Esq.

Mar 15, 2022
7 min

PROBATE: WHAT IS IT & HOW TO AVOID IT - PART 1

Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate...

UPDATING YOUR ESTATE PLAN FOR DIVORCE: 5 CHANGES TO MAKE

Jeni Snider, Esq.

Mar 1, 2022
6 min

UPDATING YOUR ESTATE PLAN FOR DIVORCE: 5 CHANGES TO MAKE

Even if the process is amicable, divorce can be one of life's most stressful events. With so many major changes taking place, it’s easy...

PROTECT YOUR HOME, FAMILY, & ASSETS FROM THE GROWING THREAT OF NATURAL DISASTERS

Jeni Snider, Esq.

Feb 22, 2022
6 min

PROTECT YOUR HOME, FAMILY, & ASSETS FROM THE GROWING THREAT OF NATURAL DISASTERS

Over just the last two years, we’ve seen historic levels of damage caused by natural disasters in the U.S. From blizzards in Texas and...

THE PERFECT SOLUTION FOR CHOOSING YOUR CHILD’S GUARDIAN

Jeni Snider, Esq.

Feb 15, 2022
3 min

THE PERFECT SOLUTION FOR CHOOSING YOUR CHILD’S GUARDIAN

If you have minor children and have not yet selected a guardian, you are not unlike many parents who put off this critically important...

FOUR REASONS WHY ESTATE PLANNING IS SO ESSENTIAL FOR BUSINESS OWNERS

Jeni Snider, Esq.

Feb 8, 2022
7 min

FOUR REASONS WHY ESTATE PLANNING IS SO ESSENTIAL FOR BUSINESS OWNERS

If you are running a business, it’s easy to give estate planning less priority than your other business matters. After all, if you’re...

PREVENTING FAMILY CONFLICT AND DISPUTES OVER YOUR ESTATE PLAN

Jeni Snider, Esq.

Jan 11, 2022
7 min

PREVENTING FAMILY CONFLICT AND DISPUTES OVER YOUR ESTATE PLAN

No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you...

WHY EVERYONE NEEDS TO KEEP THEIR ESTATE PLAN UPDATED

Mar 21

OBTAINING A POWER OF ATTORNEY FOR ELDERLY PARENTS

Mar 14

4 COMMON MISTAKES MADE ON LIFE INSURANCE BENEFICIARY DESIGNATIONS

Jan 31