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DAG | Digital Ascension Group retweeted
DAG Wealth clients has announced the Canary Macro Income Fund, managed by Canary Asset Management, for qualified clients.
Below: how this private fund from Canary Asset Management works, its key terms and its risks
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Crypto in a living trust needs two things to line up: the legal authority to act and the practical access to do it.
The trust document handles the authority. It names a trustee and a successor trustee, so there's a clear answer to who may act if you can't.
The document can't give anyone a private key. Keys, devices, passwords and two-factor codes all sit outside it, and for crypto held in a personal wallet, a successor trustee with full authority and no key can't move it.
A sound plan covers both sides in three steps.
1. Name who acts. Choose a trustee and a successor, and make sure each of them is willing to serve.
2. Map the assets. List every wallet and every exchange or custody account, plus where the records are kept. A trust generally controls only the assets that have been moved into it or assigned to it, which estate attorneys call funding the trust, so the list also shows what still needs to move.
3. Plan access. Set up safe instructions with your estate attorney for how the successor reaches the keys and accounts when the time comes.
Keep those access instructions separate from the trust document itself. Copies of a trust can end up with banks, exchanges and anyone else who needs to confirm the trustee's authority, and none of them needs to see a recovery phrase.
Trust and property rules vary by state, and exchanges set their own requirements for trust accounts, so the details belong with your estate attorney.
A trust can name who may act, and an access plan shows how. The two work best when they point to the same person.
#LivingTrust #EstatePlanning #DigitalAssets
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Nine things can go wrong with a crypto position and not one of them cares what the chart does.
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Scammers go after people holding a lot of crypto through everyday channels: the app, the email, the government inbox.
Crypto held in your own name on a retail platform is easy to find and can leave you exposed
Hackers say they breached Italian state email to target Revolut ‘crypto whales’ ft.trib.al/jR8EhJP
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DAG | Digital Ascension Group retweeted
DAG Wealth, in partnership with Parataxis Capital Management, has launched the Parataxis Systematic Trading Strategy, giving XRP holders a way to potentially earn returns on XRP that is held in a separately managed account with Anchorage Digital. For this strategy, the XRP remains in the client's name at the qualified custodian and serves as collateral while a third-party manager trades on the client’s behalf with profits or losses settling to the client’s account.
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DAG Names Robert Gagnon General Counsel
Gagnon joins from Franklin Templeton, where he was senior corporate council for the firm's institutional digital assets business
globenewswire.com/news-relea…
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Your crypto exchange is reporting what it knows to the IRS and might be leaving the basis line empty.
On Form 8949, a digital asset sale where basis was not reported goes in box H if short-term, box K if long-term. Proceeds come from the 1099 into column (d). Column (e), the basis, is yours to fill.
A lot of sales land there, because "covered security" is narrow: acquired after 2025, in a custodial account, held there until disposition. All three.
Where your own records do not exist, basis collapses toward zero and the gain inflates. That is more alarming than the story people repeat, and it happens to be the accurate one.
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Code B in column (f) is how you adjust a broker basis that came through wrong. That is a different fix from an empty column (e) and the two get confused constantly.
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Nine months after you die, the estate tax return is due. So is the payment.
Cash is 6.3% of the average estate that files one. IRS Statistics of Income, fiscal 2023, across 9,024 Form 706 returns.
So the family sells something, borrows against something, or asks the IRS for more time. Form 4768 extends the filing by six months automatically. Extending the payment is a separate request, granted for cause, not by default.
If the largest thing on the balance sheet is a position one person knew how to access, that nine months is doing something other than what the plan assumed.
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The grand opening of NYSE Texas Headquarters in Dallas!
Governor @GregAbbott_TX, @dallascowboys owner Jerry Jones, NYSE Texas President Bryan Daniel, NYSE President @lynnmartin and the #NYSETexas community close the markets from the Lone Star location.
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DAG | Digital Ascension Group retweeted
We can’t predict the crypto markets, but we can control our barriers to entry. We have temporarily cut our account minimum in half to 25,000 XRP, giving you a direct line to a dedicated wealth advisory team
Sign your advisory agreement on or before September 4, 2026, and fund the account within 30 days. Standard advisory fees apply
Made with AI
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Our team had a great week at the @SALTConference Wyoming Blockchain Symposium where DAG CEO @ErinFriez participated in a panel on investing in digital transformation alongside @colleenklein @KiteVC & @perkinscr97 moderated by Andy Martinez of @CIG_Crypto
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