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Estate Planning Reimagined: From Step-Up Basis to Blockchain Governance
Estate Planning Reimagined: From Step-Up Basis to Blockchain Governance Chris Boyd and Jeff Perry welcome returning guest F. Keats Boyd III to unpack advanced estate planning strategies that go far beyond drafting a simple will. They explore how revocable trusts, step-up in basis rules, and beneficiary-focused tax planning can keep wealth concentrated and shielded from high trust tax rates. Next, the trio dives into family governance tools, from legacy letters and constitutions to LLC structures for managing shared assets like vacation homes without friction. Finally, they introduce the…
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