Sep 8, 2025
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
revolutionary potential of blockchain-based DAOs for anonymous,
transparent
multigenerational wealth stewardship. To sign up for one of Keat’s
upcoming seminars,
click the link below:
www.youresvp.com and
enter the code: CEGBUS
#EstatePlanning #TrustsAndTaxes #FamilyGovernance #StepUpInBasis
#LLCStrategies
#BlockchainDAO #WealthPreservation #FinancialPLanning
For more information or to reach TEAM AMR, click the following
link:
https://www.wealthenhancement.com/s/advisor-teams/amr