Professional Advisors Blog Helpful Information for Our Professional Network Future-Proofing Your Clients’ Plans: Why Advisors Should Be Thinking Beyond 2025 Read Blog Advisor Guide: End-of-Year Client Triggers to Watch Read Blog Estate Planning for Business Owners: Why Now, Not 2026 Read Blog How Advisors Can Spot When Business Clients Need Estate Planning Read Blog Is Your Business Protected from Creditors and Lawsuits? Read Blog Business Well Check Basics: What Every Owner Should Review Before Year-End Read Blog OBBBA 101: Quick Guide for Advisors Supporting Clients Read Blog Pros & Cons of OBBBA: What Advisors Should Flag Before Year-End Read Blog Collaboration Is Key: Advisors in the Circle of Care Read Blog Trust Design for Vulnerable Beneficiaries Read Blog Creating a Circle of Support Read Blog Why Advisors Should Flag Mental Health Risks in Planning Read Blog The Advisor’s Role in Suicide Prevention Planning: Spotting Issues and Supporting Families Read Blog The SALT Deduction and Real Estate Clients Read Blog Tax Planning Under the Big Beautiful Bill: What Changed? Read Blog Helping Clients Navigate Medi-Cal’s New Asset Rules Read Blog How Advisors Should Talk to Clients About the New Estate Exemption Read Blog When Clients Name You as Trustee or Executor: What Every Advisor Should Know Before Saying Yes Read Blog The Overlooked Veterans Benefits That Can Help Your Clients Pay for Care Read Blog Why Estate Planning Is Really a Team Sport (and How Advisors Can Lead the Team) Read Blog AI Can Predict Your Financial Life—But It Can’t Protect Your Family Read Blog With California’s New Medi‑Cal Rules, Review Is Key—Even If We Don’t Have All the Answers (Yet) Read Blog 3 Clues That a Family Meeting Could Save Your Client Years of Conflict Read Blog Advisors as First Responders: Helping Clients Navigate a Sudden Death Read Blog Understanding California Trust Litigation: Advisor Do’s and Don’ts Read Blog Advisors and Elder Law: Protecting Clients from Financial Exploitation Read Blog How to Spot Clients Who Need Immediate Trust Updates Read Blog Digital Assets, Cryptocurrency, and AI: The New Frontier of Estate Planning for Advisors Read Blog Understanding Heggstad Petitions—And Why They Matter for Advisors Read Blog The Biggest Mistakes We See in DIY Trusts—And How You Can Help Prevent Them Read Blog 1 2 3 Next » Load More Blogs AdvisorsElder LawEstate PlanningMedicareLong Term CarePersonal NotePlanning for FamiliesProbateSandwich GenerationSpecial Needs PlanningTrustsVeterans Benefits Subscribe by Email EmailThis field is for validation purposes and should be left unchanged. Enter your information to receive informative articles by email.Your Name(Required) First Last Your Email(Required) CAPTCHA Free Guides California Proposition 19 GuideChecklist to Review Your Estate PlanYoung Adult Emergency PlanHow to Name Guardians for MinorsGuide to Planning for Seniors2018 Tax Reform Guide Welcome to Snyder Law Play Video Recent Posts Learning to Say “No” so Your “Yes” Has More Meaning October 20, 2025 Future-Proofing Your Clients’ Plans: Why Advisors Should Be Thinking Beyond 2025 October 20, 2025 Advisor Guide: End-of-Year Client Triggers to Watch October 20, 2025 Year-End Estate Planning Checklist: Don’t Miss These Simple Fixes October 20, 2025 No Surprises: How to Estimate Costs and Avoid Year-End Sticker Shock October 20, 2025 Archives October 2025 September 2025 August 2025 July 2025 June 2025 May 2025 April 2025 March 2025 February 2025 January 2025 December 2024 November 2024 October 2024 September 2024 July 2024 June 2024 May 2024 April 2024 March 2024 January 2024 December 2023 November 2023 October 2023 September 2023 August 2023 July 2023 June 2023 May 2023 April 2023 March 2023 February 2023 January 2023 December 2022 November 2022 September 2022 August 2022 July 2022 June 2022 May 2022 February 2022 November 2021 October 2021 September 2021 August 2021 July 2021 June 2021 May 2021 April 2021 March 2021 February 2021 January 2021 December 2020 November 2020 October 2020 September 2020 August 2020 July 2020 June 2020 May 2020 April 2020 March 2020 February 2020 January 2020 December 2019 November 2019 October 2019 September 2019 August 2019 July 2019 June 2019 May 2019 April 2019 March 2019 February 2019 January 2019 December 2018 November 2018 October 2018 September 2018 August 2018 July 2018 June 2018 May 2018 April 2018 March 2018 February 2018 January 2018 December 2017 November 2017 October 2017 September 2017 August 2017 July 2017 June 2017 May 2017 April 2017 March 2017 February 2017 January 2017 December 2016 November 2016 October 2016 September 2016 July 2016 June 2016 May 2016 April 2016 March 2016 February 2016 January 2016 December 2015 November 2015 September 2015 August 2015 July 2015
When Clients Name You as Trustee or Executor: What Every Advisor Should Know Before Saying Yes Read Blog
With California’s New Medi‑Cal Rules, Review Is Key—Even If We Don’t Have All the Answers (Yet) Read Blog
