How To Fund Your Revocable Trust

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One of the biggest mistakes people make with their estate plan is failing to fund their revocable trust. People mistakenly believe that listing an asset on a schedule within the trust somehow “funds” their trust. But this does not work. The only way to properly fund your trust is for the asset’s title to show it is owned by your trust. In this seminar we will review how to transfer assets into your trust, which assets should placed in trust, which assets should never be put into a trust, and how to properly use pay on death designations.

A Walk Through Your IRA Inheritance Trust^TM

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Join us as we walk through the IRA Inheritance Trust^TM

A Walk Through Your Trust – August 2022

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Join us as we walk through the trust process and the documents required to setup a trust.

Fall 2022 Seminar Schedule

To Check Schedule, CLICK HERE!

We ask anyone interested in attending to sign up by calling our reservation hotline (508-862-1600) and leave a message that includes name, phone, number of attendees and which date and location.

Tax Changes Are Coming & What To Do NOW!

Webinar Available Now, CLICK HERE!

Four important Tax Law proposals plus President Biden’s Budget proposal are before Congress and they seek to impose the most significant estate related tax increases in decades, some of which if passed will be retroactive! During this webinar we will review the proposals and the steps many middle and high income families should take now to preserve their wealth.

The SECURE Act: What You Need to Know & Do NOW !!

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This client only seminar will explain the serious ramifications of The SECURE Act that went into effect on January 1, 2020.

Shedding Light On Estate Planning’s Biggest Mistakes

Webinar Available Now!

In this webinar you will learn how to protect everything you have and everyone you love, without being dependent on the courts. With proper planning, you can avoid the mistakes that cause lawsuits, bankruptcy and divorce to take everything you leave from everyone you love.This webinar is approximately 30 minutes.

Year-End Planning in 2020 – No Matter Who Wins the Election

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It is the end of the year already! Time to work through your year-end planning to plan for your future. Join us today!

Have Changes in the Law Sabotaged Your Estate Plan?

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Join us for an informative seminar that will describe recent changes in the law and how these changes can impact your estate plan. You will also learn a number of techniques that can be used to make your estate plan more effective and more efficient.

A Walk Thru Your Trust

The Webinar is Ready Now, CLICK HERE!

Join us as we walk through the trust process and the documents required to setup a trust.

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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, which
I 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.

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