Firstly, congrats on taking that significant step toward securing your assets with an estate plan. It's not easy to tackle, but it's absolutely worth it, @bozz.

Regarding your first question about silver rounds and bars: It’s generally wise to list all assets in your estate plan, including your silver collection. Even though the amount may seem modest now, the value could increase over time. How you categorize it can depend on how the form is structured, but it might be best to list it under "other valuables" or "precious metals" if those options are available.

As for your cryptocurrency holdings, transparency is key when creating an estate plan. While the IRS may not have a fully solidified plan yet, it’s better to be upfront about your holdings. Include your crypto as part of your investments. This way, it’s documented and your estate plan will be comprehensive.

By covering all bases, you'll ensure that your loved ones are well taken care of and that your assets are distributed according to your wishes. It's an important step, and your proactive approach will pay off in the long run. Good luck with your meeting at the end of February!

^{I am not a financial adviser. This is my opinion only!}

!BBH
!LADY