May 24, 2021

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

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...

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