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Something More is a Financial Talk Show. We call the program "Something More" so that we can talk about not only those important dollar and cents issues, but also the quality of life issues that make the money matters matter.  Not only do we speak about investment and planning concerns, but we often invite guests for interview. 

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  2. AMR, F. Keats Boyd, III, President of Boyd & Boyd, P.C., Estate Planning Basics

AMR, F. Keats Boyd, III, President of Boyd & Boyd, P.C., Estate Planning Basics

May 24, 2021

F. Keats Boyd, President of Boyd & Boyd, PC, discusses the basics of estate planning, including the reasons to set up an estate plan and when/when not to use a Medicaid planning trust.

MAIN REASONS FOR AN ESTATE PLAN:

  • Passing wealth at death
  • Incapacity care planning 
  • Probate avoidance
  • Asset protection 
  • Tax avoidance income and estate tax avoidance