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.

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Wallace Thornhill

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