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Author: Morgen Rochard, CFA, RLP®

Morgen Rochard founded Origin after beginning her career trading equity options and later advising ultra-high-net-worth families at two major private wealth management firms. She has since become a leading voice in bitcoin-centered financial planning, creating education and thought leadership for CPAs, RIAs, and families navigating the complexities of saving and building generational wealth with bitcoin. Morgen hosts the “Bitcoin for Advisors” and “Money Owners” podcasts, speaks at industry conferences, and is the author of “Personal Finance QuickStart Guide" and "Bitcoin Personal Finance" to be released in the summer of 2026. In her free time, she enjoys cooking, spending time outdoors with her family, and developing educational content for the broader Bitcoin community.

Congratulations! You’re Thinking About Bitcoin Estate Planning

Presumably, you’ve stacked enough bitcoin to warrant a hard look at how you’re holding it and what will happen to your coins after you’re no longer here. This is good news! You are far enough down the rabbit hole that bitcoin estate planning is not only relevant but also extremely necessary. The not-as-good news is that the current state of bitcoin infrastructure hasn’t completely caught up to your estate planning needs.

Bitcoin is Money

Critics often say bitcoin is not a good store of value because it has 70-90% drawdowns in purchasing power over short periods of time. Short term performance, however, is not a good indicator whether an asset will be a long-term store of value.