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

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

Have You Suffered Unexplainable Investment Losses?  Have You Started Questioning Any of Your Financial Advisors’ Decisions?

If the title of this blog caught your attention, possibly you have found yourself questioning whether your financial advisor’s recommendations for your portfolio are in line with the goals you both discussed.  Here are a few questions to ask yourself to see if your situation may need attention: Have you seen a dramatic drop in your account value? You’ve been…

Read more

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

925.943.2740

Absolute Trust Counsel © 2020 All rights reserved. Terms of Use and Privacy Policy