In this episode, Tyrone Ross, CEO of ONRAMP INVEST, and I 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 â€œInvestment Componentâ€
From actionable â€œnext of kinâ€ instructions to multi-signer bitcoin accounts, if youâ€™ve ever wondered what happens to crypto (yours or your clientsâ€™) after youâ€™re gone, this is an episode you wonâ€™t want to miss.