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,…

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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…

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

925.943.2740

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