Do It Today!
Estate planning is one of those things that is always on the "To Do List". We know we need to get it done but somehow it always gets...
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Ron Suggs
Sep 24, 20191 min read
What Are The Benefits Of A Trust?
While I could go on and on, listing all the benefits of a trust, here are six big benefits of having a trust in place for your family. A...
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Ron Suggs
May 8, 20191 min read
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...
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Ron Suggs
Feb 3, 20191 min read
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
Jan 1, 20191 min read
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...
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Ron Suggs
Sep 28, 20181 min read
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...
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Ron Suggs
Aug 30, 20182 min read
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, 20182 min read
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, 20181 min read
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, 20182 min read
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Recently, we have seen an influx of calls from families requesting a review of their aged and outdated documents or documents that they...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 8, 20182 min read
The 2 Documents All College Students Need!
Our daughter was just accepted to the college of her dreams! She is thrilled and can't stop talking about all the new things she will...
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Ron Suggs
Mar 2, 20182 min read
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, 20181 min read
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, 20181 min read
"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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Ron Suggs
Jan 22, 20181 min read
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...
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Ron Suggs
Jan 14, 20182 min read
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,...
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Ron Suggs
Jan 2, 20182 min read
Welcome to 2018!
Welcome to 2018! There is something wonderful about a fresh start. The year ahead is filled with possibilities and promise. I opened a...
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