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10 Reasons To Have Your Estate Plan Reviewed
10 Reasons To Have Your Estate Plan Reviewed 1. Marriage 2. Divorce 3. Birth of Children 4. New House 5. New Job 6. Retirement 7. Death...
Ron Suggs
May 8, 20191 min read
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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...
Ron Suggs
Feb 3, 20191 min read
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2019 Resolution - Check it off your list!
If creating a Family Estate Plan is on your 2019 Resolution list, we would be honored to help you accomplish that resolution. We make it...
Ron Suggs
Jan 1, 20191 min read
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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...
Ron Suggs
Sep 28, 20181 min read
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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...
Ron Suggs
Aug 30, 20182 min read
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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...
Ron Suggs
Jul 14, 20182 min read
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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...
Ron Suggs
May 29, 20181 min read
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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...
Ron Suggs
Mar 2, 20182 min read
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"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...
Ron Suggs
Feb 1, 20181 min read
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Do I really need an estate plan? Isn't that only for rich people?
Let's be honest, most of us don't feel like we have an "estate" to plan. We don't have big houses on property, large investment...
Ron Suggs
Jan 22, 20181 min read
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