Crypto Asset Inheritance Plan

For crypto investors who want to pass their crypto assets to the next generation, there are some unique challenges they need to consider, in addition to the measures they need to take for developing an inheritance plan for their traditional assets. 

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Two colleagues in a modern office setting reviewing tax strategy for client advisory planning.

For crypto investors who want to pass their crypto assets to the next generation, there are some unique challenges they need to consider, in addition to the measures they need to take for developing an inheritance plan for their traditional assets. 

I participated in the publishing of a blog post created by CoinTracking.info, the world’s largest crypto tax software that we use to serve most of our crypto clients. I would like to share it here. Please see the link below. Hope you find it helpful.

Bitcoin Millionaire? An inheritance plan for wealth .. with taxes

About The Author

Sharon is the Co-Founder and Managing Partner of Chainwise CPA. With over 20 years of tax and accounting experience, she specializes in helping high-net-worth individuals, entrepreneurs, and crypto investors navigate complex tax challenges with confidence.

Sharon is nationally recognized for her expertise in cryptocurrency taxation and proactive wealth strategies. She combines deep technical knowledge with a client-first approach, ensuring every decision is guided by compliance, foresight, and discretion. Whether you’re preparing for a business exit, managing multi-state residency, or building generational wealth, Sharon brings clarity to complexity and helps preserve what matters most.

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