Estate Planning

Show Notes

Estate Planning – With all the changes to the laws regarding estate
planning and income taxes, Chris Boyd and Jeff Perry welcome Attorney Keats Boyd to
the program. The conversation starts out with some basic estate planning techniques. The
topics evolve into an in-depth dialogue on Trusts, Secure Act, Tax Cuts & Jobs Act, and
Roth Conversions. Attorney Boyd also mentions his upcoming seminars and how to
register (see link below). Chris and Jeff also remind listeners of the upcoming webinar
about college planning on September 24 th (see link below).
For information on estate planning seminars, click the below link:

https://www.boydandboydpc.com/seminars/

For more information or to reach Chris Boyd or Jeff Perry, click the below link:
https://www.wealthenhancement.com/s/advisor-teams/amr

To register for our College Planning Webinar, click the link below:
https://attendee.gotowebinar.com/register/3777108755579750751

Estate Planning

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