The Lifecycle of an Estate Plan: Aligning Your Legacy With Every Chapter of Life

 
 
 
 

Is Your Estate Plan Keeping Up With Your Life?

Life doesn’t stand still—and neither should your estate plan.

Whether you're starting your career, growing your family, running a business, or planning your legacy, your financial priorities change as you do. Yet too often, estate planning is treated as a one-and-done task, left untouched for years. The result? Missed opportunities, outdated documents, and unintended consequences for your loved ones.

At Snider Financial Group, we believe your estate plan should be as dynamic as your life. That’s why we’re hosting a live, informative webinar designed to empower you with the knowledge and strategies to protect what matters—at every stage of life.

This session will walk you through how your estate planning needs shift over time and why regular updates—driven by strategy and professional guidance—are key to protecting your future.

Webinar Details:

 
 

1. Estate Planning: A Dynamic Process, Not a Static Document

Understanding EPN: Estate Planning Needed

One of the foundational ideas of this webinar is that estate planning is not a one-size-fits-all checklist. It’s a process of continual alignment between your life circumstances, legal tools, and financial strategies.

Derek Jensen introduces a helpful formula:

EPN = C × S
Where:
C = Consultations
S = Strategies

This equation reminds us that thoughtful estate planning comes from combining informed advice with tailored strategies. It’s not just about filling out forms—it’s about crafting a plan that fits your life, with the help of professionals who know you.

2. Life Milestones That Trigger Estate Planning Adjustments

Estate planning isn’t reserved for one season of life—it evolves with you.

Here are just a few of the life events that should prompt a review or update of your estate plan:

  • Marriage or divorce

  • Birth or adoption of a child

  • Death of a loved one

  • Retirement

  • Significant changes in health or finances

The webinar will walk through how to think about estate planning at each of these stages—with specific examples from early adulthood to multigenerational legacy planning.

3. Stage-by-Stage: How Estate Planning Evolves

You’ll learn how planning needs change depending on where you are in life:

🧑‍🎓 Young Adults

  • Power of attorney and healthcare directives

  • College-aged planning

  • Parental involvement and early trust considerations

👨‍👩‍👧 Growing Families

  • Naming guardians

  • Establishing trusts for minor children

  • Including pets or charitable causes in your planning

🪴 Empty Nesters & Retirees

  • Strategic tax and healthcare planning

  • Long-term care considerations

  • Reassessing asset distribution

🧭 Legacy & Multigenerational Planning

  • Building intentional wealth transfer strategies

  • Supporting grandchildren or charitable initiatives

  • Creating family governance structures

These segments are designed to show that estate planning is never “done”—it simply transforms with time, becoming more refined and values-driven as you age.

4. When (and Why) to Revisit Your Estate Plan

Most people don’t review their estate plans nearly enough. During the session, you’ll walk through a helpful checklist and learn when to revisit your plan—typically every 3–5 years, or immediately after:

  • A major life event

  • A change in your assets or beneficiaries

  • A shift in your health or decision-making capacity

The goal is to ensure your estate plan remains a reflection of your current priorities—not just your past intentions.

Keep Your Plan Current, Your Legacy Protected

The key takeaway from this webinar is simple but powerful: estate planning is a lifecycle. As your life shifts, your plan should evolve—with the guidance of professionals who understand the full picture.

At Snider Financial Group, we’re committed to walking beside you through every season—helping you navigate not just the financial details, but the bigger picture of your legacy, family, and future.

📅 Join us on April 29th for this thoughtful and educational session.

🎯 Reserve your seat now

💬 Already have questions? Contact us anytime to schedule a consultation with one of our advisors.

 
 

Wes Burrows

Snider Financial Group Advisor

Derek W. Jensen

JD, LLM, Estate Attorney

 
 

Important Disclosures:

  • The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

  • To determine which investment(s) may be appropriate for you, consult your financial professional prior to investing.

  • Investing involves risks including possible loss of principal. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments.

  • There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.

  • Diversification does not protect against market risk. This information is not intended to be a substitute for specific individualized tax or legal advice.

  • We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Corbin SchweitzerSnider Financial Group