Ron SuggsMay 8, 20191 min10 Reasons To Have Your Estate Plan Reviewed10 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 i...
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 SuggsJan 2, 20191 min2019 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 SuggsSep 28, 20181 minDigital Assets- Estate Planning in the Digital AgeDid 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 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Your Plan Up To Date?Recently, we have seen an influx of calls from families requesting a review of their aged and outdated documents or documents that they p...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 8, 20182 minThe 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 le...
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...
Ron SuggsJan 23, 20181 minDo 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 portfoli...
Ron SuggsJan 15, 20182 minWill 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, yo...
Ron SuggsJan 3, 20182 minWelcome 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 new...
