Essential Considerations for Cryptocurrency in Estate Planning

Featured in The Texas Lawbook, Liza Bowersox, partner, financial advisory valuation services, discusses key challenges associated with cryptocurrency and digital assets in estate planning. From tax considerations and valuation volatility to access and control of digital assets, Liza outlines important considerations and practical approaches to help support a more effective planning process.

“The intersection of cryptocurrency and estate planning is still relatively uncharted territory. Laws are evolving, regulatory guidance continues to develop, and valuation standards are adapting in real time. That’s why working with experienced professionals who are deeply invested in serving this evolving market is critical.”

Read the full article here

©2026