Posts tagged with "asset inventory estate planning"



Estate Planning · April 21, 2025
The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan
Could a missing hard drive cost your loved ones millions? Just ask the man who lost access to $700 million in Bitcoin. His cautionary tale highlights a critical truth: if you don’t track your assets—including digital ones—your family may never find them. From forgotten retirement accounts to inaccessible crypto wallets, billions are lost every year due to poor asset organization. In this article, discover why an up-to-date asset inventory is one of the most powerful (and overlooked) tools in you