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Trusts and Divorce with Keats

Something More with Chris Boyd

Release Date: 09/11/2023

Estate Planning Essentials: Mistakes to Avoid and Family Involvement show art Estate Planning Essentials: Mistakes to Avoid and Family Involvement

Something More with Chris Boyd

In this episode, Chris Boyd, Scott Birmingham, and Jeff Perry cover the topic of who needs an estate plan, how often the plan should be reviewed and some of the most common mistakes people make in estate planning. Jeff starts out with a review of the common documents used in estate planning. The conversation develops into the emotional side of the estate planning process and the suggested practice of including family members in the discussion. Scott shares a personal story where his own planning came into play and the lessons he learned. The trio discusses the use of trusts. If you need help...

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Mastering Investment Portfolio Construction with Brian Regan show art Mastering Investment Portfolio Construction with Brian Regan

Something More with Chris Boyd

Brian Regan, the Chief Investment Officer of Asset Management Resources joins Chris Boyd and Jeff Perry for this episode on the topic of investment portfolio construction. Chris starts out by asking Brian for his comments on how an individual’s risk tolerance impacts investment portfolio decisions. The conversation moves along to a detailed discussion on principles for asset allocation of stock and bonds. Jeff asks Brian how he goes about selecting specific mutual funds and ETFs. Brian shares his thoughts of how he uses core and satellite positions while also making periodic adjustments to a...

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Ed Slott: Navigating Secure Act 2.0, Tax Strategies, and Year-End Planning for IRAs and Retirement show art Ed Slott: Navigating Secure Act 2.0, Tax Strategies, and Year-End Planning for IRAs and Retirement

Something More with Chris Boyd

CEO of Asset Management Resources Chris Boyd interviews Ed Slott, a CPA and the president of Ed Slott and Company, LLC, a financial consulting firm specializing in IRAs and retirement planning. The conversation begins with a review of the changes to inherited IRAs under the Secure Act 2.0. Chris and Ed next discuss the likelihood of higher federal tax rates and whether it is prudent to consider accelerating IRA withdrawals now under the current tax rates. As the end of the year is fast approaching, Chris and Ed discuss the best options for Roth IRA conversions and the use of Qualified...

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Holiday Shopping, Giving, and Financial Planning show art Holiday Shopping, Giving, and Financial Planning

Something More with Chris Boyd

With the holiday season upon us and following the Black Friday shopping tradition, Chris Boyd and Jeff Perry encourage listeners to participate in Small Business Saturday where shoppers focus their spending at local and small businesses. Naturally this subject continues to Cyber Monday where consumers are attracted by sale items for holiday gifts from online merchants. The bulk of this episode is focused on Giving Tuesday and the issues related to charitable giving. Chris and Jeff discuss the story of how a client was able to use a Qualified Charitable Distribution to save income taxes and...

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Economic Insights: Inflation Trends, Employment Data, and the Global Landscape show art Economic Insights: Inflation Trends, Employment Data, and the Global Landscape

Something More with Chris Boyd

In this episode, Chris Boyd and Jeff Perry discuss the financial news of the week, including declines in both the Consumer Price and Producer Price Indexes. In addition, Chris and Jeff review recent employment data, housing prices and a sentiment indicator for the manufacturing sector. The pair goes into detail regarding the above data points showing a lowering rate of inflation and a generally slower economy. The conversation naturally continues to the question of whether a recession is likely. In addition to the financial news, Chris and Jeff discuss the details of the recent budget bills...

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Exploring History: The Mayflower, Wampanoags, and the Origins of Thanksgiving show art Exploring History: The Mayflower, Wampanoags, and the Origins of Thanksgiving

Something More with Chris Boyd

As Thanksgiving draws closer, Chris Boyd and Jeff Perry welcome Kevin Doyle and Karen Rinaldo to the show. Kevin and Karen are the co-authors of “In the Wake of the Mayflower” which is the story about life after the Mayflower arrival from “The First Encounter” through the fifty years of peace that followed, and ending with King Philip’s War. The book also highlights the mutually dependent relationship between the Pilgrims and the indigenous Wampanoags that is documented in the painting by Rinaldo of The First Thanksgiving, 1621.  In this episode the group furthers the...

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Real Estate Investment Strategies: 1031 Exchanges, DSTs, and Opportunity Zones show art Real Estate Investment Strategies: 1031 Exchanges, DSTs, and Opportunity Zones

Something More with Chris Boyd

If you are looking for options when it comes to real estate, deferring capital gains and passive real estate investing, this segment is a must-listen to 30 minutes. Chris Boyd and Jeff Perry welcome Jay Frank who is the President & COO of Cantor Fitzgerald Asset Management. The discussion starts off with a lesson in 1031 exchanges, which is an exchange or swap of one real estate investment property for another, that in certain circumstances allows capital gain taxes to be deferred. Next on this episode’s agenda is a detailed outline of the Delaware Statutory Trust (DST). A DST is a...

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Unpacking the $1.8 Billion Verdict Against NAR: What It Means for Home Buyers and Sellers show art Unpacking the $1.8 Billion Verdict Against NAR: What It Means for Home Buyers and Sellers

Something More with Chris Boyd

CEO of Asset Management Resources Chris Boyd is joined by Jeff Perry and Scott Birmingham to discuss a recent court ruling against the National Association of Realtors (NAR), which may have wide-ranging consequences for both home buyers and sellers. A jury recently ruled against the NAR by awarding a judgment of $1.8 billion. This class- action lawsuit of Sitzer v. the National Association of Realtors alleged that the NAR artificially and unfairly inflated agent commissions. In this context, Chris, Scott, and Jeff explore related questions that have been brought forward as to who real estate...

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Retirement Readiness: Nest Eggs & Navigating Risks show art Retirement Readiness: Nest Eggs & Navigating Risks

Something More with Chris Boyd

In this episode, Chris Boyd and Jeff Perry discuss the most common concerns and questions from people entering their retirement years. The dialogue starts off with the common questions that most people have for their financial advisors – how much of a “nest egg” do I need? Chris offers his thoughts about the many different variables on the subject. Next up, the pair discusses the issues of the correct asset allocation, risk tolerance and how they are related to building a stable cash flow plan in retirement. Jeff stresses the importance of sharing your questions, fears, desires, and...

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Massachusetts Tax Law Updates: Year-End Financial Strategies show art Massachusetts Tax Law Updates: Year-End Financial Strategies

Something More with Chris Boyd

With the end of the year fast approaching, Chris Boyd and Jeff Perry discuss recent changes to the Massachusetts income tax laws, including the Senior Circuit Breaker, Child/Senior-Dependent tax credits, rental reduction write-offs, and property tax reductions for volunteer services provided to a local government. Chris and Jeff suggest to those who are able to maximize contributions to their retirement plans before the end of the year. Jeff reminds listeners to make sure that quarterly tax payments are made on time. Jeff brings up the subject of 179 deductions for business owners. Chris...

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More Episodes

 

In this episode of "Something More with Chris Boyd," we dive into the intricate world of financial planning and law. With special guest F. Keats Boyd III, we dissect a recent appellate court decision that has stirred the pot in the financial community. When divorce meets trust situations, how does the law interpret it? More importantly, this episode prompts us to reflect on a deeply personal question: How is your trust built?

Tune in as we explore the complexities of trust structures, the nuances of divorce implications, and the importance of financial foresight. Whether you're a financial enthusiast, someone navigating the world of trusts and estates, or just curious about how the law intertwines with personal finances, this episode promises to enlighten and engage.

Don't miss this deep dive into the ever-evolving landscape of financial planning and the legal decisions that shape it.

If you need help with financial planning issues don’t hesitate to reach out to Asset Management Resources at (866) 771-8901.

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