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What Do Advisers Tell Clients About Bitcoin Estate Planning?

In this episode of “On Purpose,” host Tyrone Ross sits down with Frazer Rice, the regional director for Pendleton Square and the president of Wealth Actually LLC, a financial service and legal media company, to tackle the critically important topic of bitcoin-aware estate and wealth planning.

Listen on:

Your Host

On this episode

Crypto holdings are an unusual asset class. However, Frazer Rice says that “everyone should have an estate plan, regardless.”

In this episode of “On Purpose,” host Tyrone Ross sits down with Frazer Rice, the regional director for Pendleton Square and the president of Wealth Actually LLC, a financial service and legal media company, to tackle the critically important topic of bitcoin-aware estate and wealth planning.

Ross and Rice lay out the three major functions financial planners need to worry about when conducting crypto and bitcoin estate planning:

1. Recordkeeping and the administration of the assets that are within a trust

2. Distributing the assets correctly in accordance with trust documents and state law

3. The “investment Component”

From actionable “next of kin” instructions to multi-signer bitcoin accounts, if you’ve ever wondered what happens to crypto (yours or your clients’) after you’re gone, this is an episode you won’t want to miss.

A message from Tyrone:

The greatest number of people living in poverty are children. We need to change that. If you can, get involved and give back to NoKidHungry.org. Love and Light. I appreciate you!

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