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50s

Crypto Estate Planning: Passing Bitcoin to Your Heirs

Crypto's biggest inheritance risk isn't taxes — it's lost access. This guide covers building a secure access plan, the trade-off between self-custody and custodial accounts, beneficiary designations, the step-up in basis, and how to make sure your heirs can actually recover what you leave them.

70s+

Retirement Planning in Your 70s and Beyond

In your 70s the focus shifts to required minimum distributions, healthcare costs, and passing on what's left efficiently and on your terms.