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Boyd & Boyd, P.C.
Seminars & Webinars · Understand Your Plan. Protect Your Priorities.
Before You Rely on Your Estate Plan, Find Out What It May Be Missing.
A Will or Trust can tell you who gets what. But what about taxes, control, and the risks facing the inheritance you leave? Start with your question. Join our free Estate Planning webinar to see how the pieces fit together.
Learn the Decisions Behind the Documents
Our educational presentations help you recognize questions about Trusts, asset ownership, Retirement Accounts, taxes, and responsibilities after a death. Start with a presentation that fits your concern, then discuss how current law applies to your circumstances.
What Would Make This Webinar Worth Your Time?
Choose the concern on your mind. The cards below will rearrange to show why it matters, what to ask, and how to begin learning.
Change your question at any time. Each path leads to the same free webinar.
YOUR QUESTION, ANSWERED
What could an Estate Planning webinar help me see that I am missing?
A Signed Plan Can Feel Reassuring. Understanding It Is More Reassuring.
The free webinar, “Is Your Estate Plan a Tax Time Bomb?”, explores how Trusts, taxes, control of assets, and risks to an inheritance fit together. It is a starting point for asking better questions about the plan you have—or the plan you need.
Instead of trying to choose a legal document from a list, begin with what you want your planning to accomplish for the people who matter to you.
WHY THIS QUESTION MATTERS
The Planning Conversation Has Changed.
A Will or Trust answers important questions about passing property. But a family’s concerns rarely stop at who receives it. They also include what taxes may apply, who controls the assets, and what happens if a beneficiary faces a lawsuit, creditor, or divorce.
That is why our educational presentations connect the planning tools to the decisions behind them. The objective is understanding: see how the pieces relate before relying on one piece to solve the whole problem.
THE QUESTIONS BEHIND THE QUESTION
What Would You Like Your Family to Understand?
Who will be able to act when you cannot? What could reduce the inheritance you intend to leave? What protections depend on how the plan is written and carried out?
You do not need to arrive with all the answers. Bring the question you would most like to resolve.
YOUR NEXT STEP
Start With Education. Make Your Next Decision With More Context.
Register for the free webinar to explore the planning choices behind the documents. Use what you learn to identify the questions that deserve attention in your own plan.
YOUR QUESTION, ANSWERED
I already have a Will or Trust. Is this still worth my time?
The Question Is Not Just Whether You Have a Plan. It Is Whether You Understand the Plan You Have.
Yes. The webinar is relevant to people reviewing an existing plan as well as those considering one for the first time. Its topics include Trust strategies, access and control, taxes, and risks to the wealth intended for heirs.
Attendance is an opportunity to recognize questions for a review. It does not establish that your current plan is defective or that it must be replaced.
WHY THIS QUESTION MATTERS
Signing Is a Milestone. Life Keeps Moving.
When a plan is signed, it reflects the family, assets, priorities, and legal environment considered at that time. In later years, those circumstances may look different. A change in relationships, property, or priorities can introduce a question the original conversation never addressed.
Education helps reconnect the documents to their purpose. You can ask why a provision is there, what it is meant to accomplish, and whether that goal still matches what matters to you.
THE QUESTIONS BEHIND THE QUESTION
Could You Explain Your Plan to the Person Who Will Carry It Out?
Think about the person who may one day act for you. Could you explain what authority they will have, where your documents are, and which questions they should raise before transferring assets?
Start with what you cannot yet explain clearly. That is a useful reason to learn more.
YOUR NEXT STEP
Give Your Existing Plan a More Informed Look.
Register for the free webinar with one question about your current Will or Trust in mind. Look for the planning principles that help you ask a more useful follow-up question.
YOUR QUESTION, ANSWERED
Why should I think about income taxes as well as Estate Taxes?
Reducing One Tax Is Only Part of the Conversation.
Your family’s tax questions may include both Estate Taxes and income taxes. The webinar raises that broader planning conversation, so an Estate Tax objective is considered alongside what beneficiaries may face later.
Ask how the proposed planning affects the whole picture. The best question is not simply, “Does this reduce Estate Taxes?” It is, “What are the other consequences for my family?”
WHY THIS QUESTION MATTERS
An Earlier Tax Decision Can Matter Later.
An Estate Plan is written before the future transactions are known. The property someone inherits may later be sold. Retirement assets may later be withdrawn. A decision made today can therefore become part of a tax conversation years from now.
That sequence is the reason to connect Estate Tax planning with income tax and cost-basis questions. It calls for a coordinated analysis, rather than assuming that minimizing one tax automatically produces the best overall result.
THE QUESTIONS BEHIND THE QUESTION
Ask About the Tradeoffs Before Choosing the Technique.
How could a proposed transfer affect the tax basis of an asset? What should be compared if Estate Tax exposure and future capital gains pull in different directions? Which assumptions drive the recommendation?
These are questions for your advisers to analyze using your assets and circumstances. A webinar can help you recognize the questions; it cannot determine your personal tax result.
YOUR NEXT STEP
See the Tax Questions in Context.
Register for “Is Your Estate Plan a Tax Time Bomb?” to start understanding why taxes belong in the larger Estate Planning conversation.
YOUR QUESTION, ANSWERED
What could put the inheritance I leave to my loved ones at risk?
Your Intentions Matter. The Way You Leave the Inheritance Matters, Too.
The webinar discusses planning concerns involving lawsuits, creditors, taxes, and the use of Trusts. The focus is the wealth you intend to leave to your loved ones and the risks that may affect it.
Protection depends on the law, the circumstances, and how a plan is designed and administered. A Trust name alone is not a promise that an inheritance is protected.
WHY THIS QUESTION MATTERS
The Inheritance Enters a Life You Cannot Predict.
You can know whom you want to benefit without knowing every challenge they will face. A beneficiary’s finances, relationships, and responsibilities may change long after you make your plan.
That is the planning tension: provide meaningful help while thinking carefully about control, access, and exposure to future claims. Our educational presentations help connect that concern to questions about how an inheritance is left.
THE QUESTIONS BEHIND THE QUESTION
Ask “Protected From What?”
A discussion of Wealth Protection should identify the particular concern: a creditor claim, a lawsuit, a divorce-related issue, or a tax consequence. Different concerns require different analysis.
Also ask who controls distributions, what access the beneficiary has, and what practical responsibilities accompany the proposed arrangement.
YOUR NEXT STEP
Learn the Questions Behind Inheritance Protection.
Register for the free webinar to explore how Trust planning can relate to the risks facing the wealth you intend to pass on.
YOUR QUESTION, ANSWERED
Would using a Trust mean giving up control or access to my assets?
Do Not Choose a Trust Until You Understand What You Keep—and What You Give Up.
The webinar includes a discussion of control, access, and flexible Trust strategies. It is designed to help you recognize the questions behind a proposed Trust arrangement.
Different Trusts serve different purposes. The answer depends on the terms, legal rules, and objectives of the particular arrangement—not simply whether it is called a Trust.
WHY THIS QUESTION MATTERS
The Planning Tool Should Follow the Purpose.
A plan may seek flexibility, a tax result, protection, or some combination of objectives. The question then becomes what terms and responsibilities are needed to pursue those objectives.
When the conversation starts with the name of a document, important tradeoffs can be overlooked. Start with the purpose instead, then ask how the proposed tool changes your day-to-day choices.
THE QUESTIONS BEHIND THE QUESTION
Know What the Arrangement Would Actually Change.
Who can make decisions? Who may receive distributions? Can the terms be changed? What happens if circumstances shift? What limitations are necessary for the intended result?
Understanding those questions makes it easier to evaluate a recommendation and to avoid accepting a promise of benefits without understanding its conditions.
YOUR NEXT STEP
Put Your Questions About Control on the Table.
Register for the free webinar to explore the relationship between Trust strategies, flexibility, and access to assets.
YOUR QUESTION, ANSWERED
Can I participate if I live outside Cape Cod or Massachusetts?
Your Family’s Questions Do Not Stop at a State Line.
The free webinar offers an online way to begin learning about the firm’s Estate Planning approach. You do not need to be located on Cape Cod to explore the educational material.
For personal legal work, we assist families nationwide through appropriate arrangements. Families may come to Massachusetts to sign, or we may work with co-counsel licensed in the state where they reside.
WHY THIS QUESTION MATTERS
One Family Can Have Ties to Several Places.
Family members can live in different states. A home, other property, and the people named in a plan may also be in different places. That makes geography part of the planning conversation, rather than a reason to ignore it.
Education offers a common starting point for that discussion. Personal advice then requires attention to the relevant states, assets, and professional licensing.
THE QUESTIONS BEHIND THE QUESTION
Keep the Geography in View.
Where do you reside? Where is the property? Who may need to carry out the plan? Which state-specific questions need qualified advice?
An online presentation gives context. It does not replace the analysis required for your particular state or family.
YOUR NEXT STEP
Start Learning From Wherever You Are.
Register for the free online webinar. If you later seek personal advice, discuss the arrangement appropriate for your location and needs.
YOUR QUESTION, ANSWERED
What does the webinar cost, and what should I bring?
You Can Begin Learning Before You Have Every Document or Every Answer.
“Is Your Estate Plan a Tax Time Bomb?” is offered as a free webinar. The registration page asks for your name and email address; a phone number is optional.
You do not need to gather a complete set of legal or financial records to register. Bring your questions. Check the registration experience for access and session information.
WHY THIS QUESTION MATTERS
A Better Question Is a Useful First Result.
Estate Planning can seem difficult to approach when every unfamiliar term leads to another unfamiliar term. An educational presentation gives you a place to start connecting the ideas.
The aim is not to turn you into an attorney. It is to help you understand enough to ask a useful question about your family’s priorities and the plan intended to serve them.
THE QUESTIONS BEHIND THE QUESTION
Prepare for Understanding, Rather Than Paperwork.
Write down your biggest concern: protecting an inheritance, reviewing an existing Trust, retaining access, or understanding a tax tradeoff. Note anything you would like explained more clearly.
Keep private documents and account information private. The webinar is general education; a confidential discussion of your circumstances belongs in an appropriate consultation.
YOUR NEXT STEP
Take the First Step Into the Conversation.
Open the registration page, enter your name and email, and review the access information provided there. You can decide on any personal legal engagement separately.
A REVIEWER’S EXPERIENCE WITH OUR FIRM
A Reason to Start Learning
★★★★★ 5-Star Google Review
“There was so much information. I was very impressed and am very excited to have my consultation.”
— Pam Hart
Review excerpts reflect individual experiences and do not guarantee an outcome for another family.
A REVIEWER’S EXPERIENCE WITH OUR FIRM
Understanding Worth Revisiting
★★★★★ 5-Star Google Review
“After attending again this year, I feel much more confident in my trust decisions.”
— Elaine Gerlt
Review excerpts reflect individual experiences and do not guarantee an outcome for another family.
A REVIEWER’S EXPERIENCE WITH OUR FIRM
Questions Deserve Attention
★★★★★ 5-Star Google Review
“Very thorough presentations. Took time to answer all questions.”
— Tabetha Avtges
Review excerpts reflect individual experiences and do not guarantee an outcome for another family.
A REVIEWER’S EXPERIENCE WITH OUR FIRM
A Reason to Start Learning
★★★★★ 5-Star Google Review
“There was so much information. I was very impressed and am very excited to have my consultation.”
— Pam Hart
Review excerpts reflect individual experiences and do not guarantee an outcome for another family.
A REVIEWER’S EXPERIENCE WITH OUR FIRM
Understanding Worth Revisiting
★★★★★ 5-Star Google Review
“After attending again this year, I feel much more confident in my trust decisions.”
— Elaine Gerlt
Review excerpts reflect individual experiences and do not guarantee an outcome for another family.
A REVIEWER’S EXPERIENCE WITH OUR FIRM
Questions Deserve Attention
★★★★★ 5-Star Google Review
“Very thorough presentations. Took time to answer all questions.”
— Tabetha Avtges
Review excerpts reflect individual experiences and do not guarantee an outcome for another family.
A REVIEWER’S EXPERIENCE WITH OUR FIRM
A Reason to Start Learning
★★★★★ 5-Star Google Review
“There was so much information. I was very impressed and am very excited to have my consultation.”
— Pam Hart
Review excerpts reflect individual experiences and do not guarantee an outcome for another family.
Education With Your Family’s Decisions in Mind.
Boyd & Boyd, P.C. brings together the experience of F. Keats Boyd III and Whitney N. Tashjian. Our focus is helping families understand Estate Planning, Wealth Protection, and the choices behind an inheritance. Your priorities remain at the center of the conversation.
Questions and Answers
What could an Estate Planning webinar help me see that I am missing?
The free webinar, “Is Your Estate Plan a Tax Time Bomb?”, explores how Trusts, taxes, control of assets, and risks to an inheritance fit together. It is a starting point for asking better questions about the plan you have—or the plan you need.
I already have a Will or Trust. Is this still worth my time?
Yes. The webinar is relevant to people reviewing an existing plan as well as those considering one for the first time. Its topics include Trust strategies, access and control, taxes, and risks to the wealth intended for heirs.
Why should I think about income taxes as well as Estate Taxes?
Your family’s tax questions may include both Estate Taxes and income taxes. The webinar raises that broader planning conversation, so an Estate Tax objective is considered alongside what beneficiaries may face later.
What could put the inheritance I leave to my loved ones at risk?
The webinar discusses planning concerns involving lawsuits, creditors, taxes, and the use of Trusts. The focus is the wealth you intend to leave to your loved ones and the risks that may affect it.
Would using a Trust mean giving up control or access to my assets?
The webinar includes a discussion of control, access, and flexible Trust strategies. It is designed to help you recognize the questions behind a proposed Trust arrangement.
Can I participate if I live outside Cape Cod or Massachusetts?
The free webinar offers an online way to begin learning about the firm’s Estate Planning approach. You do not need to be located on Cape Cod to explore the educational material.
What does the webinar cost, and what should I bring?
“Is Your Estate Plan a Tax Time Bomb?” is offered as a free webinar. The registration page asks for your name and email address; a phone number is optional.
Before You Register
Is the webinar free?
Yes. “Is Your Estate Plan a Tax Time Bomb?” is offered as a free webinar. The registration page asks for your name and email address, with a phone number optional. Personal legal work is a separate decision.
Do you also offer in-person Seminars?
Yes. Boyd & Boyd, P.C. offers in-person educational presentations as well as online education. Dates and locations vary. This page leads to the online webinar; check with our team for the next in-person schedule.
Will the webinar tell me exactly what to do with my own plan?
The webinar provides general education. Personal recommendations require a review of your circumstances, documents, and applicable law. Attending does not create an attorney-client relationship.
Do I need to live in Massachusetts to learn more?
No. The online webinar offers a starting point for families beyond Cape Cod and Massachusetts. For personal legal work, families may come to Massachusetts to sign or the firm may work with appropriately licensed co-counsel in their home state.
Continue Your Reading
Authoritative Resources
YOUR NEXT STEP: A FREE EDUCATIONAL DOWNLOAD
Understand the Decisions Before You Make Them.
Find out why signing your Trust and putting the right assets into it are separate steps.
Get How to Fund Your Trust, an August 2025 seminar presentation. Use it to recognize the questions you want answered about your family’s circumstances.
A Clearer Conversation Starts With Better Questions.
See which planning decisions deserve your attention. Put names to the concerns you want to address. Arrive at your next conversation ready to explain what matters to your family.
Enter your name and email on the next page. Your thank-you page provides immediate PDF access and an invitation to a free Estate Planning Strategy Session. Any legal work requires a separate engagement.
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(508) 444-9688 • plan@boydandboydpc.com
© 2026 Boyd & Boyd, P.C.
General information only. Legal advice depends on your circumstances and an attorney-client engagement.