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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What You Need to Know About Proposed Property Tax Changes on the November 3 Ballot

Prop 15: The California Schools and Local Communities Funding Act of 2020 Ballot Title: Increases Funding for Public Schools, Community Colleges, and Local Government Services by Changing Tax Assessment of Commercial and Industrial Property. Initiative Constitutional Amendment. Proposition 15 is a proposed amendment to the California State Constitution which would require commercial and industrial property to be taxed based on…

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

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