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Jeni Snider, Esq.
- Mar 21, 2023
- 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,...
Jeni Snider, Esq.
- Mar 14, 2023
- 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...
Jeni Snider, Esq.
- Jan 31, 2023
- 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...
Jeni Snider, Esq.
- Jan 10, 2023
- 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.......
Jeni Snider, Esq.
- Jan 3, 2023
- 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...