WEBSITE TREASURE HUNT — WEEK 1 IS OPEN
OUR NEW WEBSITE · FOUR WEEKS OF DISCOVERY
Your estate plan may already cover important needs. Explore additional tools for shared property, family transfers, lifetime protection, taxes, and charitable giving. Read the linked pages, then answer this week’s three questions. Email subscription to Boyd & Boyd, P.C. is required to enter. You can unsubscribe at any time without affecting an otherwise valid entry or any reward you earn.
Email subscription is required to enter. You can unsubscribe at any time without affecting an otherwise valid entry or earned reward. No purchase or appointment required. Ages 18+. One certificate per person during the promotion; limit 100 certificates per day. Allow up to five calendar days for review and delivery. Existing BookVIPPLUS account holders may add this certificate to their account and combine savings balances through My Account > My Savings Bank > Activate an Additional Code. Initial Hotel Savings Card vouchers must be activated within 30 days of receipt. Follow the activation instructions on your voucher. See the rules below before entering.
Plan for Family Assets and Their Future
Week 1 runs October 18–24, 2026. Entries for this challenge close October 25, 2026, at 12:01 a.m. Eastern.
CLUE 1 · Family LLC
Find “Could an Entity Help Us Keep a Vacation Home or Rental Property in the Family?”
Explore Family Limited Partnerships & Family LLCs
Open the Family Limited Partnerships & Family LLCs page
A Family Limited Liability Company (LLC) can bring suitable real estate, rental properties, or family investments under one ownership structure. Family members or their trusts own interests in the LLC, while its operating agreement sets rules for decisions, distributions, new owners, and transfers. This can help a family coordinate day-to-day management, prepare for incapacity or death, share ownership with the next generation, and reduce uncertainty about how shared assets will be handled.
An LLC can also separate certain obligations of the entity from the owners’ personal assets, but protection depends on state law, actual conduct, guarantees, and proper operation. It does not replace insurance or automatically reduce estate, gift, or income taxes. Before transferring assets, review title, loans, insurance, tax consequences, and existing trusts. Filings, appropriate records, and ongoing administration are part of keeping the structure useful.
Consider Your Goals: Which family assets would benefit from clearer management, ownership, transfer, or inheritance arrangements?
CLUE 2 · Family Limited Partnership
Find “How Do FLPs and Family LLCs Work?” and read about the governing agreement.
Explore Asset Protection Planning
Open the Asset Protection Planning page
A Family Limited Partnership (FLP) can hold suitable family investments or real estate while distinguishing the general partner’s management role from the limited partners’ interests and rights. It may help a family centralize decisions, plan lifetime gifts, and pass economic interests to children or trusts without dividing each underlying asset. The partnership agreement can address distributions, admission of new partners, transfer restrictions, and what happens when an owner dies or wants to leave.
An FLP and an LLC have different liability and management rules, so the choice should reflect your assets and goals. General partners may face personal liability, and limited partners’ rights and exposure require review. Tax savings and valuation discounts are not automatic; retained rights, the interest transferred, and valuation evidence matter. The partnership needs a real purpose, completed asset transfers, reliable records, and consistent operation. Proposed gifts should also fit your retirement resources, existing trusts, and tax-reporting obligations.
Consider Your Goals: Could shared management and a structured transfer plan help us keep family assets coordinated across generations?
CLUE 3 · Charitable Remainder Trust (CRT)
Read “How Does a Charitable Remainder Trust Work?” and the introduction above it.
Explore Charitable Remainder Trusts
Open the Charitable Remainder Trust page
A Charitable Remainder Trust (CRT) may suit someone who wants to combine charitable giving with payments to themselves or other beneficiaries. It can also be considered when planning for appreciated investments or real estate, diversifying a concentrated holding, or arranging payments over retirement. Depending on its design, a CRT pays a fixed dollar amount or a percentage of assets valued each year, for life or a permitted term of years. The remaining property ultimately supports the chosen charitable beneficiaries.
Contributing assets is irrevocable, so a CRT should be weighed against your need for liquidity, family inheritance goals, and other resources. A qualifying CRT may defer tax when it sells appreciated assets, but beneficiary payments can carry taxable income and capital gains. A possible charitable deduction is based on the charitable remainder interest and is subject to limits. Sale timing, asset eligibility, payout terms, investment risk, and annual administration all affect whether the strategy is worthwhile.
Consider Your Goals: How do our income needs, appreciated assets, family inheritance goals, and charitable interests fit together?
Choose your three answers and submit your full name, email address, age-18-or-over confirmation, and agreement to subscribe or resubscribe to Boyd & Boyd, P.C.’s marketing emails. Email subscription is required to enter this promotion. You may unsubscribe at any time after entering without losing an otherwise valid entry or any reward you earn.
Certificates awarded today: count unavailable while loading.
The count resets daily at 12:01 a.m. Eastern, including daylight-saving changes.
Limit: 100 certificates issued per day. This count shows confirmed awards from this promotion today. Pending claims, unresolved review cases, uncertain or failed delivery attempts, and test awards are not included. The count is not a measure of remaining availability or a guarantee of redemption.
Claims above the daily issuance limit are held for review. Allow up to five calendar days from submission for review and delivery of an eligible certificate.
Before entering, review the BookVIPPlus booking terms and savings-card FAQ. Existing BookVIPPLUS account holders may add this certificate to their account and combine savings balances through My Account > My Savings Bank > Activate an Additional Code. Initial Hotel Savings Card vouchers must be activated within 30 days of receipt. Follow the activation instructions on your voucher.
Please provide only your name, email address, age confirmation, consent, and answers. Do not include account numbers, asset values, health information, or details about a legal matter. ClickFunnels stores your entry, and our Cloudflare service checks it. For a qualifying certificate, your name and email address are shared with MarketingBoost for delivery. Redemption is through BookVIPPlus under its terms.
You must be at least 18 years old to enter. If you are under 18, do not enter your name, email address, or any other personal information.
Choose an answer for each clue above. Email subscription is required to enter. Check the agreement yourself to subscribe or resubscribe to Boyd & Boyd, P.C.’s marketing emails. You can unsubscribe at any time without affecting an otherwise valid entry or any reward you earn. Provide only your name, email address, age confirmation, and answers; do not include private financial, health, or legal details. A successful submission confirms receipt only. We will check your answers and eligibility before issuing a certificate.
• Ages 18 and older.
• Three correct answers in any one weekly challenge qualify, subject to all eligibility, redemption, and promotion rules. A submission receipt confirms receipt only, not qualification or certificate issuance.
• A maximum of 100 certificates may be issued per day. Each day runs from 12:01 a.m. Eastern until 12:01 a.m. Eastern the next day, using America/New_York time, including daylight-saving changes. Qualifying claims above the daily limit are held for review rather than treated as already issued certificates.
• Allow up to five calendar days from submission for review and delivery of an eligible certificate. Calendar days include weekends and holidays. The daily counter reports confirmed certificate awards from this promotion. It excludes pending claims, unresolved review cases, uncertain or failed delivery attempts, and test awards. It does not guarantee redemption or indicate how many certificates remain available.
• One certificate per person during this promotion. Spouses may participate separately. Entries sharing an email address may require identity review.
• Existing BookVIPPLUS account holders may add this certificate to their account and combine savings balances through My Account > My Savings Bank > Activate an Additional Code.
• Initial Hotel Savings Card vouchers must be activated within 30 days of receipt. Follow the activation instructions on your voucher.
• To enter, you must provide your full name and email address, confirm that you are at least 18 years old, submit your answers, and expressly agree to receive marketing emails from Boyd & Boyd, P.C. If you previously unsubscribed, this agreement is your request to resubscribe. This subscription requirement applies when you submit your entry. You may unsubscribe at any time afterward using the unsubscribe link in our marketing emails. Unsubscribing will not disqualify an otherwise valid entry or revoke any Hotel Savings Certificate you earn. No purchase or appointment is required to enter or receive a certificate.
• Weekly challenge schedule: October 18, October 25, November 1, and November 8, 2026. New weekly challenges begin at 12:01 a.m. Eastern, subject to their published availability.
• Promotion closes November 15, 2026, at 12:01 a.m. Eastern.
• A successful submission confirms receipt only. Answers, eligibility, and duplicate claims are checked before certificate issuance. Qualifying certificates are delivered by email; allow up to five calendar days from submission for review and delivery.
The $200 Hotel Savings Certificate provides credits applied as partial payment toward eligible hotel bookings through BookVIPPLUS. There is no certificate activation fee. Savings vary by property and booking, and using the full credit may require multiple bookings. The certificate is not cash or a prepaid hotel gift card. Travelers pay the reduced booking price plus applicable taxes, fees, and incidental costs. Existing BookVIPPLUS account holders may add this certificate to their account and combine savings balances through My Account > My Savings Bank > Activate an Additional Code. Initial Hotel Savings Card vouchers must be activated within 30 days of receipt. Follow the activation instructions on your voucher. Provider booking and redemption terms apply.
This is an educational website discovery game. A tool is not appropriate merely because it is missing from your plan. Suitability, legal protection, tax results, access, and costs depend on your circumstances and the applicable rules. Personal legal advice requires an attorney-client engagement.