Frequently Asked Questions

Estate Planning FAQs & Client Questions

At Boyd & Boyd, P.C., we believe estate planning should be clear, personal, and empowering. Below you’ll find answers to the most common — and most important — questions families ask when protecting their future.

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Sara Waters

19:35 01 Nov 23

Keats is a wonderful lawyer and really knows his field. He and his staff have been delights to work with.

Pamela Gordon

11:18 19 Oct 23

We scheduled an appointment with Keats Boyd III after attending a free informational seminar which demonstrated his team’s depth of knowledge and experience in estate planning. Keats explained the law, risks and benefits of various estate plans for both our personal and business needs. No doubt, he was totally focused on our best interest. As we were preparing for an international trip, Keats and his team expeditiously prepared our documents before our departure. Everyone was extremely helpful during the entire process and we feel confident that we have a sensible and comprehensive estate plan. Highly recommend Boyd & Boyd.

Pam Hart

17:42 28 Sep 23

I went to a two hour seminar, whichI wish was all day. There was so much information. I was very impressed and am very excited to have my consultation.

Bob

19:51 09 Aug 23

Keats did a fantastic job in supporting our estate planning needs. They were immediately responsive and explained all we needed to know. Highly recommended.

Nelson Frew

23:35 06 Aug 23

We have worked with Keats for the last 18 years. He has helped us establish and understand the trusts we need to ensure the best for our sons, and has kept us updated and informed about the changing tax laws and guidelines. His complimentary review sessions have helped us to keep up to date as well. He has been kind, helpful, respectful, and, most importantly, completely knowledgeable about the changing estate planning world. We highly recommend him and his firm.

Elaine Gerlt

23:34 27 Jul 23

I first went to the three day seminar last year. I felt very overwhelmed and lost. After attending again this year, I feel much more confident in my trust decisions. Keats and Wendy have been very kind, supportive and caring during this difficult decision. I highly recommend Boyd & Boyd.

Tabetha Avtges

16:33 27 Jul 23

I just sat through 3 days of seminars Boyd & Boyd offers to help my parents. I was pleasantly surprised at the details Keats went into each day. Very thorough presentations. Took time to answer all questions. Highly recommend.

Edward Breen

19:14 25 Jul 23

Boyd & Boyd takes the time to walk you through the entire process of creating the trust that is best for you. They also have the ability to simply explain some very complicated issues- which gives you peace of mind.Their seminars are timely and very educational with regards to tax law and estate changes that have or about to take place. I highly recommend Boyd & Boyd.

Estate Planning FAQs & Client Questions

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