An effective estate plan is an act of care: it spares your family confusion, conflict, and court battles at the worst possible time.
Everyone has an estate plan — the question is whether you wrote it or the state did. Without a will or trust, state intestacy law decides who inherits, a court decides who raises your children, and probate decides how long it all takes. A few focused documents put those decisions back in your hands.
This is where most estate plans fail today. Cryptocurrency held in self-custody is unrecoverable if the keys die with the owner — no court order can unlock a hardware wallet. We build plans that give your fiduciaries lawful authority over digital assets and a practical, secure path to actually reach them: exchange accounts, wallets, seed phrases, and the tax basis records your heirs will need. It's a natural extension of our crypto tax practice.
If your plan is more than a few years old — or was written before you owned digital assets — it's time for a review.
Start with a confidential planning consultation.
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