Cryptocurrency estate planning has become a critical blind spot for investors, with billions in digital assets already lost forever due to misplaced keys or unclear inheritance instructions. As crypto ownership climbs across upper-income households, Barron’s explores the practical steps investors should take now to keep their holdings from becoming permanently inaccessible to the people they intend to benefit.
Punya Coelho, tax director at Vialto, weighs in on one of the most overlooked pitfalls: what belongs in a will versus what should stay out of it. Her guidance underscores a tension unique to digital assets—the need to document holdings clearly enough for heirs to find them, without exposing sensitive access details in a public probate filing.
Read the full article to see what else the experts recommend.
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