Navigating Bitcoin Inheritance and Estate Planning

This chapter explores the intricate challenges of inheriting Bitcoin and the importance of strategic planning and legal advice. It introduces a protocol for recovery, along with resources to assess estate planners and clarify the differences between wills and trusts, underscoring the need for preparedness in safeguarding digital assets.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

IN THIS EPISODE, YOU’LL LEARN:

01:07 - What has been happening at Unchained Capital since the FTX blow-up?
07:13 - What are some of the most common concerns of Self-Custody?
12:47 - Why is Title and Possession such an important thing to cover with inheritance planning?
22:43 - The difference between non-probate assets versus probate assets.
28:38 - What are the risks of not properly performing inheritance planning?
30:15 - Checkbook IRA versus other methods.
39:59 - Legal and policy update after the FTX situation.
01:01:37 - Biggest mistakes people make in inheritance planning.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Unchained Capital.
Information on the The McNulty Case.
Jeff Vandrew's Twitter.
Phil Geiger's Twitter.
Related Episode: Bitcoin Retirement Planning & Self Custody w/ Parker Lewis & Jeff Vandrew - BTC069.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

River
Toyota
Range Rover
Sound Advisory
American Express
The Bitcoin Way
Vacasa
USPS
Onramp
SimpleMining
Public
Fundrise
BAM Capital
Shopify

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.

Get the app

Home Top podcasts Popular guests