Estate Planning Terms You Need to Know
Estate planning—it is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary,...
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Ron Suggs
- May 19, 2020
- 4 min
Five Common Mistakes with “DIY” Estate Plans
A DIY estate plan can lead to a false sense of security because it may not achieve what you think it does
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Ron Suggs
- May 4, 2020
- 4 min
Four Reasons Your Will May Be Contested in Court (How to Protect Your Will From Unhappy Relatives)
Will contests should be avoided at all costs. A contest can derail your final wishes andrapidly deplete your estate and wreak havoc on your
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Ron Suggs
- Apr 20, 2020
- 4 min
Take Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones
step you can take to ensure the welfare of your family is to pull out your estate planning documents and take a close look
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Ron Suggs
- Mar 30, 2020
- 1 min
Extra Time During Shelter in Place? Use It To Establish Your Estate Plan!
Now, more than ever, establishing an estate plan for you and your loved ones an essential task worthy of your time and attention.
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Ron Suggs
- Mar 17, 2020
- 2 min
We Are OPEN! - Our Practice and COVID-19
We are still OPEN for business and we look forward to working with you regarding your estate planning needs.
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Ron Suggs
- Jan 6, 2020
- 2 min
Welcome to 2020! A New Decade Of Possibilities
Welcome to 2020! There is something wonderful about a fresh start. The year (and decade) ahead is filled with possibilities and promise....
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Ron Suggs
- Nov 14, 2019
- 1 min
DO YOU REALLY WANT A ONE-SIZE-FITS-ALL WILL?
Do you really want a one size fits all will? Create a plan that's tailored to you and your wishes.
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Ron Suggs
- Nov 7, 2019
- 2 min
Not All Attorneys Are Created Equal - Questions to Ask When Hiring An Attorney
Hiring the right attorney to draw up your estate plan is a big deal and is something that should be taken lightly.
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Ron Suggs
- Nov 4, 2019
- 2 min
Estate Planning Myth #1 - Only The Rich Need An Estate Plan
Even for those of modest means, who gets your hard-earned savings when you die is an important consideration. Don't let the state decide.
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Ron Suggs
- Oct 29, 2019
- 2 min
I Don’t Have to Plan Because My Spouse Will Get Everything
One particular myth is that estate planning is unnecessary for married couples because the other spouse will get everything when the other s
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Ron Suggs
- Feb 3, 2019
- 1 min
What Should Our Clients Expect When It Comes To Pricing.
What should customers know about our pricing? The short answer is: it depends. The goal of any will, trust or estate plan is to make it...
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Ron Suggs
- Aug 30, 2018
- 2 min
More Than A Sale
My daughter, my wife and I spent a few days at freshman college orientation. Although it still feels impossible that she will be leaving...
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Ron Suggs
- Jul 14, 2018
- 2 min
Things Teachers Should Do Over The Summer
My wife is a substitute teacher and just finished teaching a few weeks of summer school in Rocklin. She enjoyed her time in the...
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Ron Suggs
- May 29, 2018
- 1 min
Summer Break: A Great Time to Plan
Summer Break is upon us. Gone are the days of early mornings lunch packing and late night homework. The sun no longer sets before we...
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Ron Suggs
- Apr 2, 2018
- 2 min
Is Your Plan Up To Date?
Recently, we have seen an influx of calls from families requesting a review of their aged and outdated documents or documents that they...
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Ron Suggs
- Mar 2, 2018
- 2 min
Do It Yourself Estate Planning...Are You Really Covered?
I just came across a great article that I want to share with you all. The article breaks down the reasons why it pays to work with an...
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Ron Suggs
- Feb 25, 2018
- 1 min
Be Prepared!
Be prepared for the "ifs" in life by making sure you have the proper emergency documents in place. A Durable Power of Attorney allows the...
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Ron Suggs
- Feb 1, 2018
- 1 min
"Will" You Be Mine?
It’s February and love is in the air. Well maybe not in the air but certainly on every store shelf and on every media outlet. If you...
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