Latest / Something More with Chris Boyd
What Really Drives Your Estate Plan? Capital Gains, Residency & Trust Strategies
In Part 1 of this in‑depth conversation, Chris Boyd and estate planning attorney F. Keats Boyd III explore the real drivers of an effective estate plan — beyond the basics and far past what most families consider. Topics include:
Why most estate plans are outdated long before people realize
How step‑up in basis really works (and why families lose hundreds of thousands by structuring things incorrectly)
Joint trusts vs. individual trusts — and why traditional planning often fails today
Residency choices (MA vs. FL) and the tax implications, including:
Estate tax thresholds
Capital gains…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.