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Estate Planning Reimagined: From Step-Up Basis to Blockchain Governance

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Manage episode 505149535 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

1002 episodes

Artwork
iconShare
 
Manage episode 505149535 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

1002 episodes

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