2890 N. Main Street, Suite 206 • Walnut Creek, CA 94597

067: Estate Planning Challenges with Real Estate

067: Estate Planning Challenges with Real Estate

Big Three from Episode #067: If you’re including any type of real estate in your estate plan, it’s vital to discuss with your attorney and understand how Prop 19 can impact you and your loved ones.Make sure your children are included in the discussion and planning process.Do not panic. There are workarounds and ways to protect your assets and beneficiaries.…

Read more

Why You Should Consider Your Digital Assets in Your Estate Plan

When people write down their assets in conjunction with their estate planning, they often overlook their digital assets. Digital assets are considered to be any electronic record that you own or control. This can include Venmo, PayPal, Zelle, or other online accounts. It can also include cryptocurrency, such as Bitcoin, social media pages, online photos, email accounts, credit card rewards,…

Read more

038: COVID-19 + Elder Care: What You Need to Know

038: COVID-19 + Elder Care: What You Need to Know

It’s no secret that our most vulnerable population during this COVID-19 pandemic has been our seniors and older adults. They need extra protection and closer oversight because of the isolation they have been put in. The questions that remain include things like, “Who is there to make sure necessary care doesn’t fall through the cracks?” “How can I stay in…

Read more

 
2890 N. Main Street, Suite 206
Walnut Creek, CA 94597

925.943.2740

Absolute Trust Counsel © 2022 All rights reserved. Terms of Use and Privacy Policy