HeyJaredStrategic Wealth Briefing with Jake Claver, QFOP
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- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 22, 2026
Latest issues
Crypto Domicile Estate Tax: How the State You Die In Taxes Your Coins (opens the original)
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TL;DRA crypto domicile estate tax can hit your heirs even when your estate is far below the federal $15 million exemption, because about a dozen states plus DC tax estates at much lower thresholds.Oregon starts taxing estates at $1 million. Massachusetts starts at $2 million, and once you cross that line the whole estate gets taxed, not just the part above it.A state estate tax falls on the estate. A state inheritance tax falls on the person who inherits. Five states still have an inheritance ta
How to Leave Crypto to Heirs: The Access Plan Most People Skip (opens the original)
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TL;DRA perfect trust does nothing if your successor trustee cannot find or reach the keys. The legal wrapper and the access plan are two different jobs, and most plans only do one.The goal is a setup where heirs can reach the coins after you die, cannot touch them before, and no single person can move or expose them alone.A 2-of-3 multisig splits control across three keyholders, so two signatures are needed to move anything and losing one key does not lose the coins.A qualified custodian with a
How to Pay a Crypto Estate-Tax Bill Without Selling a Single Coin (opens the original)
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TL;DRA taxable estate can owe up to 40% to the IRS, due in cash about nine months after death, and for a crypto-heavy family the obvious place to find that cash is the very position that is swinging in price.The goal is to pay estate tax without selling crypto, and that is a liquidity problem you design before death, not a fire sale you run after it.An irrevocable life insurance trust (ILIT) can hold a policy so the death benefit lands outside the taxable estate and hands the executor clean cash
How to Value Cryptocurrency for Estate Tax When the Price Is Not Obvious (opens the original)
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TL;DRCrypto is property to the IRS, so it enters an estate at fair market value on the date of death, the same standard used for real estate and private stock.Bitcoin has a clean, quotable price. A locked, vesting, staked, or thinly traded token does not, and that is where “what was it worth” turns into a real fight with the IRS.The IRS expects a specific dollar value at a specific date and time, from a defensible source, applied consistently. Which exchange, which index, and which timestamp all
Gifting Crypto vs Inheriting: When to Hand It Down Now and When to Wait (opens the original)
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TL;DRGifting crypto vs inheriting is decided by one rule almost nobody explains: cost basis.Gift appreciated coins while you are alive and your kids keep your original low basis under IRC Section 1015. There is no step-up, so their future capital gains bill can be brutal.Leave the same coins at death and the basis resets to date-of-death value under IRC Section 1014. The gain you rode for years can disappear.Gifting still wins for one big reason: it pulls all future appreciation out of your taxa
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