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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Your Healthcare Preplanning Toolbox

One of the most important aspects of your estate plan may be the decisions you make about your health care. There may come a time when you are no longer able to make such decisions and by planning for that possibility, you can ensure that your desires will be carried out to the very end-of-life. There are three tools at…

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

925.943.2740

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