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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. How LLCs Strengthen Your Estate Plan: Asset Protection, Residency & Tax Reduction — Part 2 (w/ Atty. F. Keats Boyd, III)

How LLCs Strengthen Your Estate Plan: Asset Protection, Residency & Tax Reduction — Part 2 (w/ Atty. F. Keats Boyd, III)

Mar 24, 2026

In Part 2, Chris and Attorney Keats Boyd dive into advanced strategies that protect wealth, reduce risk, and potentially eliminate state‑level estate taxes.
Topics include:
  • Why rental property owners should strongly consider using an LLC
  • Inside vs. outside creditors — and why the distinction matters
  • How LLCs protect your home and financial assets from tenant lawsuits
  • Selecting the right state in which to form an LLC (charging order jurisdictions explained)
  • Filing requirements, costs, and practical considerations
  • Using LLCs as part of multi‑generation wealth planning
  • Whether MA real estate taxed in an estate can be reduced or eliminated using LLCs or credit shelter trusts
If you own rental property or have substantial real estate value, this episode is full of actionable insights that may save your family significant taxes and liability exposure.
 
#EstatePlanning #FinancialPlanning #WealthManagement #TrustsAndEstates #TaxPlanning #RetirementPlanning #LLC #AssetProtection #RealEstateInvesting #LandlordLife #LiabilityProtection #Smwcb