Ron SuggsJan 72 minEstate Planning Terms You Need to KnowEstate planning—it is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, es...
Ron SuggsMay 20, 20204 minFive Common Mistakes with “DIY” Estate PlansA DIY estate plan can lead to a false sense of security because it may not achieve what you think it does
Ron SuggsMay 4, 20204 minFour 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
Ron SuggsApr 20, 20204 minTake Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Onesstep you can take to ensure the welfare of your family is to pull out your estate planning documents and take a close look
Ron SuggsMar 30, 20201 minExtra 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.
Ron SuggsMar 17, 20202 minWe Are OPEN! - Our Practice and COVID-19We are still OPEN for business and we look forward to working with you regarding your estate planning needs.
Ron SuggsJan 6, 20202 minWelcome to 2020! A New Decade Of PossibilitiesWelcome to 2020! There is something wonderful about a fresh start. The year (and decade) ahead is filled with possibilities and promise. ...
Ron SuggsNov 14, 20191 minDO 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.
Ron SuggsNov 7, 20192 minNot All Attorneys Are Created Equal - Questions to Ask When Hiring An AttorneyHiring the right attorney to draw up your estate plan is a big deal and is something that should be taken lightly.
Ron SuggsNov 4, 20192 minEstate Planning Myth #1 - Only The Rich Need An Estate PlanEven for those of modest means, who gets your hard-earned savings when you die is an important consideration. Don't let the state decide.
Ron SuggsOct 29, 20192 minI Don’t Have to Plan Because My Spouse Will Get EverythingOne particular myth is that estate planning is unnecessary for married couples because the other spouse will get everything when the other s
Ron SuggsFeb 3, 20191 minWhat 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 a...
Ron SuggsAug 30, 20182 minMore Than A SaleMy daughter, my wife and I spent a few days at freshman college orientation. Although it still feels impossible that she will be leaving...
Ron SuggsJul 15, 20182 minThings Teachers Should Do Over The SummerMy wife is a substitute teacher and just finished teaching a few weeks of summer school in Rocklin. She enjoyed her time in the classroo...
Ron SuggsMay 29, 20181 minSummer Break: A Great Time to PlanSummer Break is upon us. Gone are the days of early mornings lunch packing and late night homework. The sun no longer sets before we se...
Ron SuggsApr 2, 20182 minIs 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 p...
Ron SuggsMar 2, 20182 minDo 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 Es...
Ron SuggsFeb 26, 20181 minBe 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...
Ron SuggsFeb 2, 20181 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 wa...
