AMR, F. Keats Boyd, III, President of Boyd & Boyd, P.C., Estate Planning Basics
- Author
- J. Christopher Boyd
- Published
- Mon 24 May 2021
- Episode Link
- https://sites.libsyn.com/35485/amr-f-keats-boyd-iii-president-of-boyd-boyd-pc-basic-of-estate-planning
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
