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 in the Family 8. Change in Finances 9. Change in Beneficiaries 10. If it has been more than 5 years since you had your Estate written or reviewed If you have experienced any of these situations, please contact us for a estate plan review. We would be happy to help make sure your plan is working the way you intend. If your plan is working, you

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 as easy as possible for your family and heirs to understand what you want to happen after you pass. You don't want to just hope that your plan will carry out your wishes by filling in some blanks as quickly as possible. You don't want to overpay for something that you don't actually need. Most importantly, you don't want your family to find o

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 easy and convenient. We meet our clients when and where it is easiest and most comfortable for them and we include all notary services at no additional charge. Please contact us to discuss your needs and see how we can help establish a plan for your family this year. www,ronsuggslaw,com 916-903-3717 ron@ronsuggslaw.com Proud Member of the A

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 of how nicely they are asked, Facebook isn’t going to send over your snapshots, Dropbox isn’t going to download a copy of all your stored documents and Google isn’t going to pass on your password. Quick and easy access to these online memories and documents can only be guaranteed when you have taken the time to appoint a person in your Est

My daughter, my wife and I spent a few days at freshman college orientation. Although it still feels impossible that she will be leaving soon, I feel much more prepared for the new adventure. The university did a great job explaining all the support systems they have in place for the students. They covered the ways they have prepared for my daughter and any of the social, emotional, physical and academic issues she may have. They seem to care for the holistic person, not

My wife is a substitute teacher and just finished teaching a few weeks of summer school in Rocklin. She enjoyed her time in the classroom, but after a long-term teaching job and four weeks of summer school she is ready for a little summer break! To help her find a few ways to relax I went online and looked up “Things Teachers Should Do Over The Summer”. I wasn’t surprised to find that the top five suggestions were: Sleep, Read a book Deep clean the house Discover a new lo

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 set the dinner table. Life slows down and schedules become less stressed out. What do we do with all the extra time? Well, if you ask me, summer is a great time to update an existing estate plan or set up your first will. Not only are they handy documents to have in place before your big summer vacation, but they allow you to rest easy all

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 Estate Planning Attorney rather than work with a Do-It Yourself process. We have all seen an influx of online legal document generating sites and legal document assistance offices over the past few years. They offer you a low priced will or trust and then ask you provide pertinent information that they use to fill in empty blanks of a templat

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 walk into a store you can’t help but find Valentine’s Day treats for that special someone in your life. You are inundated with options galore that are meant to sum up your enduring love and commitment for the year, and hopefully years to come. While I am not against a sincere Valentine’s Day gift from my spouse, I do question how that box o

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 portfolios or substantial retirement accounts. We have a modest house, a 401k from work and probably a little debt. When someone asks if we have an estate plan in place, we chuckle and smirk. The truth is that estate planning is not just for the rich and powerful. In California, if your estate is valued over $150,000 you will likely be subject t