What Really Drives Your Estate Plan? Capital Gains, Residency & Trust Strategies

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What Really Drives Your Estate Plan? Capital Gains, Residency & Trust Strategies

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In Part 1 of this in‑depth conversation, Chris Boyd and estate planning attorney F. Keats Boyd III explore the real drivers of an effective estate plan — beyond the basics and far past what most families consider. Topics include:

Why most estate plans are outdated long before people realize
How step‑up in basis really works (and why families lose hundreds of thousands by structuring things incorrectly)
Joint trusts vs. individual trusts — and why traditional planning often fails today
Residency choices (MA vs. FL) and the tax implications, including:
- Estate tax thresholds
- Capital gains considerations
- Required steps for changing domicile
How the SECURE Act changed IRA planning and why most trusts created before it need updates
Why "funding the trust" is the #1 reason estate plans fail

If you own real estate, have retirement accounts, or haven't updated your estate plan in years, this episode provides essential insights. #EstatePlanning #FinancialPlanning #WealthManagement #TrustsAndEstates #TaxPlanning #ResidencyPlanning #MAEstateTax #FloridaResidency #IRAPlanning #TrustFunding #smwcb

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