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
Search
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
12 views0 comments
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
13 views0 comments
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.
40 views0 comments
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.
34 views0 comments
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....
7 views0 comments
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.
10 views0 comments
Ron Suggs
- Sep 28, 2018
- 1 min
Digital Assets- Estate Planning in the Digital Age
Did you know that your loved ones may not be able to legally access your digital photos, posts or memories when you pass away? Regardless...
20 views0 comments
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...
21 views0 comments
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...
22 views0 comments
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...
36 views0 comments
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...
29 views0 comments
Ron Suggs
- Jan 14, 2018
- 2 min
Will and Trust Reviews - Make your documents work for you!
There are those of you out there that already have an estate plan in place. You laid out a meticulously detailed plan of your wishes,...
13 views0 comments