Estate Planning & Family Structures
Add Family Members to an LLC or Trust While Retaining Control
How to gift LLC membership interests or name trust beneficiaries while retaining manager or trustee authority, and the gift-tax, estate-inclusion, and basis trade-offs to know.
Crypto Inheritance Execution Services Explained
Crypto inheritance execution services coordinate the technical and legal handoff of digital assets after death, verifying heirs, transitioning wallet access, and documenting transfers for estate and tax purposes.
Crypto Investing Basics: Security and Management Tips
Key security practices for new crypto investors: wallet setup, seed phrase storage, two-factor authentication, scam avoidance, and record-keeping fundamentals.
Crypto Portfolio Plan: Wealth Architect Services
What a Wealth Architect service includes, who it fits, how the process works, and what investors receive in a one-time crypto portfolio planning engagement.
Estate Planning Trusts: Revocable, Family & Charitable
How revocable living trusts, irrevocable family trusts, and charitable remainder trusts work together to protect assets, reduce estate taxes, and transfer generational wealth.
How to Pass Bitcoin to Heirs Without Sharing Private Keys
Pass Bitcoin to heirs securely using LLC succession, trust structures, multisig, or qualified custody, without ever exposing your seed phrase or private keys.
How to Set Up a Self-Directed IRA for Digital Assets
A step-by-step guide to opening a crypto-compatible Self-Directed IRA correctly, choosing a qualified custodian, avoiding prohibited transactions, and funding without triggering taxes.
How to Structure Crypto Estate Planning
Learn how to structure crypto estate planning using trusts, key succession methods, beneficiary designations, and executor instructions so heirs can actually access digital assets.
International Partnerships for Offshoring Crypto Assets
How US persons use offshore structures for crypto asset protection, substance requirements, foreign trusts, cross-border reporting obligations, and what DAG coordinates.
LLC Charging-Order Protection vs Trust Probate Avoidance
LLC charging orders shield assets from creditors while you're alive; a revocable trust avoids probate after death. Learn how each works, their limits, and when to use both.
LLC vs Personal Crypto Holding: Key Benefits and Limits
Holding crypto in an LLC can provide liability separation, cleaner succession, and expense deductibility, but does not eliminate federal income tax or guarantee asset protection.
Moving Crypto From a Retail App to Secure Custody
How to transfer your crypto from a retail app to a hardware wallet, multi-sig, or institutional custodian, without triggering taxes or losing funds to address errors.
Naming Successors in Crypto Estate Plans
How to name successor trustees, executors, and managers for crypto assets, covering legal authority, technical key access, multisig, and succession documentation.
Opening Bank Accounts for Crypto Businesses
Why banks decline crypto businesses, what AML/KYC/KYB documentation they require, and how to improve approval odds with a documented compliance program.
Segregated vs. Omnibus Custody: What's the Difference?
Segregated custody holds client assets in individually identifiable accounts; omnibus custody pools them together. Learn how each model affects bankruptcy-remoteness, counterparty risk, and transparency.
Setting Up a Family Trust for Digital Assets
How to structure a revocable or irrevocable trust to hold crypto and other digital assets, covering access, tax, trustee selection, and common drafting mistakes.
Setting Up Beneficiaries for Your Digital Asset Trust
How to designate beneficiaries in a crypto trust, structure secure access at distribution, and avoid the credential-access failures that strand inherited assets.
Structuring Digital Assets Jointly With Your Spouse: LLC or Trust?
Spouses holding crypto jointly need clear control rules. Compare multi-member LLCs, joint revocable trusts, and community vs common-law state implications for digital asset ownership.
Tax Filing for Crypto LLCs: Requirements and Deadlines
How crypto LLCs file taxes: single-member vs. multi-member rules, Form 1065 and K-1 deadlines, cost basis tracking, FBAR/8938 obligations, and common pitfalls.
Tax Implications of Transferring Crypto to a Revocable Trust
Transferring crypto to a revocable living trust is generally not a taxable event. Learn why, what documentation is required, and where the real tax risks hide.
Transferring Digital Assets to Secure Custody
How to move your digital assets from a retail exchange or trading app into self-custody or institutional custody, tax treatment, transfer steps, and wrong-address risks explained.
What Separates DAG from Other Digital Wealth Options?
How Digital Ascension Group's integrated model, combining SEC-registered advisory, trust/estate coordination, and digital asset custody guidance, differs from single-discipline providers.
What Should a Virtual Family Office Include?
A checklist of the core components a virtual family office should have: custody, governance, tax coordination, estate planning, reporting, and security, for crypto-wealthy families.
When Does an Asset Protection Trust Make Sense?
Learn when a domestic asset protection trust (DAPT) is appropriate, how fraudulent-transfer seasoning periods work by state, and what protections a DAPT can and cannot provide.
Why Should I Build a Virtual Family Office?
A virtual family office coordinates wealth management, estate planning, tax strategy, and governance for crypto-wealthy families. Learn who needs one and what it takes to build one.
Disclosures
DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to qualified independent tax professionals.
DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.
Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.
Insurance products and services are offered through Xure Insurance or its affiliates.
Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.
Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.
Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.
Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.
The information on this site is for general educational purposes and is not legal or tax advice.