Sign up to get updates from us
Guest estate planning attorney, F. Keats Boyd, III, brother of host Chris Boyd and owner of the law firm, Boyd & Boyd, PC, reviews key provisions of the new #SECUREAct and its impact for retirement accounts. Keats shares greater detail on...
Guest estate planning attorney, F. Keats Boyd, III, brother of host Chris Boyd and owner of the law firm, Boyd & Boyd, PC, reviews key provisions of the new #SECUREAct and its impact for retirement accounts. Keats shares greater detail on the estate planning implications and opportunities raised by the passage of this new legislation. Topics include: pass-through trusts vs conduit trusts, charitable trusts, ILITs, Spray Trusts, and Family Banks. Also discussed are the benefits of Roth Conversions before income tax rates rise in 2026.
