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inheritance

A collection of 5 issues

What Is the Cost Basis of Inherited Assets?

Introduction: Why Cost Basis Matters for Inherited Assets When you inherit property—whether it is a family home, a portfolio of stocks, or a piece of artwork—your tax obligations hinge on one crucial figure: the cost basis. The cost basis represents the asset’s starting value for tax purposes

What Is a Beneficiary IRA? Rules, Options, and Planning Tips

Introduction If you inherit an individual retirement account (IRA), the IRS no longer views the account as belonging to the original owner. Instead, it becomes a beneficiary IRA, sometimes called an inherited IRA. Understanding how a beneficiary IRA works is essential, because the rules you follow will determine how much

Cryptocurrency Estate Planning Essentials: Secure Inheritance Workflows, Multi-Signature Custody, and Tax-Efficient Transfer Strategies

Introduction: Why Digital Assets Demand a New Estate Planning Mind-Set The explosive growth of Bitcoin, Ethereum, NFTs, and other blockchain-based assets has made cryptocurrency estate planning a crucial topic for investors, attorneys, and financial advisers alike. Unlike traditional bank or brokerage accounts, crypto holdings are controlled by private keys that

Cryptocurrency Estate Planning Essentials: Secure Inheritance Strategies, Legal Instruments, and Beneficiary Access Protocols

Introduction: Why Digital Assets Demand Special Estate Planning Cryptocurrencies have transformed from niche experiments into multi-trillion-dollar stores of value. Yet, unlike traditional bank or brokerage accounts, Bitcoin, Ether, NFTs, and DeFi tokens are controlled entirely by whoever holds the private keys. That self-custody advantage becomes a liability if an owner

Crypto Self-Custody Mastery: Hardware Wallet Selection, Key Management, and Inheritance Planning Fundamentals

Introduction The mantra "not your keys, not your coins" captures the essence of crypto self-custody. When you control your private keys, you eliminate exchange counter-party risk, hacks, and sudden bankruptcies. Yet mastering self-custody is more than buying a gadget and writing down twelve words—it is a deliberate