Estate Planning Reimagined: From Step-Up Basis to Blockchain Governance
Something More with Chris Boyd
Release Date: 09/08/2025
In the News - Google’s Court Ruling, Stablecoin Regulation, and Presidential Power
Something More with Chris Boyd
In the News - Google’s Court Ruling, Stablecoin Regulation, and Presidential Power In this episode of Something More, Chris Boyd joins Jeff Perry and Brian Regan to unpack headline-making developments. First, they break down the recent antitrust remedy imposed on Google and what it means for the internet search monopoly, AI partnerships and exclusive contracts. Then, they dive into the new “Genius Act” framework for stablecoins, exploring how backed digital dollars, smart contracts and blockchain validators could transform cross-border payments and usher in real-world revenue streams....
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Estate Planning Reimagined: From Step-Up Basis to Blockchain Governance
Something More with Chris Boyd
Estate Planning Reimagined: From Step-Up Basis to Blockchain Governance Chris Boyd and Jeff Perry welcome returning guest F. Keats Boyd III to unpack advanced estate planning strategies that go far beyond drafting a simple will. They explore how revocable trusts, step-up in basis rules, and beneficiary-focused tax planning can keep wealth concentrated and shielded from high trust tax rates. Next, the trio dives into family governance tools, from legacy letters and constitutions to LLC structures for managing shared assets like vacation homes without friction. Finally, they introduce the...
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Maximize Your Match: Celebrating National 401(K) Day
Something More with Chris Boyd
Maximize Your Match: Celebrating National 401(K) Day In this episode of Something More, Chris Boyd sits down with Jeff Perry and Russ Ball to celebrate National 401(K) Day and unpack the true power of your workplace retirement plan. You will learn why pre-tax contributions reduce your taxable income now, how Roth options let your savings grow tax-free, and exactly why missing out on an employer match is like leaving cash on the table. We will also cover contribution limits, catch-up provisions for those over fifty, and strategies for combining traditional and Roth accounts to optimize your tax...
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Peace of Mind: Navigating Healthcare As You Age
Something More with Chris Boyd
Peace of Mind: Navigating Healthcare As You Age – Join Jeff Perry as he welcomes Jen Mahoney, Director of Care Management for Live Well Care Management. In this candid conversation, you will discover why healthcare emergencies are not always “somebody else’s” problem and how having a dedicated advocate can make all the difference when navigating hospital stays, new diagnoses, or long-term care planning. In this episode, you will learn more about: -The ideal moment to involve a care manager. -Common triggers that prompt adult children to seek guidance for aging parents. -How care...
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Gold Fever: Myths, Memories, and Market Reality
Something More with Chris Boyd
Gold Fever: Myths, Memories, and Market Reality - Guest host Jeff Perry sits down with senior portfolio manager Brian Regan to unpack why gold still captures investors’ imaginations and also their dollars. From the historic change in the Gold Standard at Bretton Woods and the Nixon shock to today’s headlines and Costco’s unexpected bullion boom, Jeff and Brian explore the real drivers behind gold’s rise, the role of investor psychology, and the facts (and fictions) about the link to inflation and the dollar. Plus, the geopolitical twists that may shape where gold goes next and why it...
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Love, Legacy & Liquidity: How to Protect Your Wealth and Your Relationships
Something More with Chris Boyd
Navigating love, legacy, and liquidity- this episode of Something More with Chris Boyd dives deep into the financial complexities of second marriages, blended families, and estate planning. Chris and Russ Ball explore how to protect your wealth, honor your relationships, and make smart decisions about cash flow, prenuptial agreements, and retirement readiness. Whether you're newly remarried or simply rethinking your financial future, this episode offers clarity, compassion, and actionable advice. . . . . #FinancialPlanning #EstatePlanning #SecondMarriage #BlendedFamilies ...
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Fed Under Fire: Politics, Powell, and the Future of Monetary Policy
Something More with Chris Boyd
In this episode of Something More with Chris Boyd, Chris and Russ Ball unpack the political drama surrounding the Federal Reserve and its embattled Chair, Jerome Powell. From historical power struggles to current-day maneuvering by the president, they explore how monetary policy, interest rates, and central bank independence shape the economy- and your portfolio. With echoes of Nixon-era stagflation and Volcker’s radical reforms, this episode offers a compelling look at why the Fed matters more than ever. . . . #FederalReserve #InterestRates #MonetaryPolicy ...
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5 Questions to Answer Before Retiring Early
Something More with Chris Boyd
5 Questions to Answer Before Retiring Early Thinking about retiring early? Before you hand in your notice and book that dream vacation, make sure you have asked yourself the right questions. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Russ Ball explore critical considerations that can make or break your early retirement plans. From financial readiness to lifestyle planning, this conversation is packed with practical insights and candid advice. Listen now and make sure your retirement plan is more than just a spreadsheet. #EarlyRetirement...
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Alternative Assets in Retirement Plans: Good or Bad Idea?
Something More with Chris Boyd
Alternative Assets in Retirement Plans: Good or Bad Idea? In this episode of Something More, Chris Boyd is joined by Jeff Perry and Russ Ball to unpack the hidden world of private equity and private credit. Following President Donald Trump signing an executive order that clears a path for alternative assets to be added into 401k’s, the trio discuss how these off- exchange assets differ from familiar public stocks and bonds highlighting the trade-off between potentially higher returns and the pitfalls of illiquidity, opaque valuations, and concentrated deal flow....
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Boomers, Benefits & the Budget: What’s Next for Social Security?
Something More with Chris Boyd
Boomers, Benefits & the Budget: What’s Next for Social Security? In this timely and informative episode of Something More with Chris Boyd, Social Security expert Marcia Mantell (see link below) returns and joins Chris Boyd and Jeff Perry to unpack recent legislative changes, dispel common myths, and offer practical guidance for retirees, widows, and public employees navigating the evolving Social Security landscape. Highlights from this episode include: -The surprising passage of the Social Security Fairness Act and what it means for public sector retirees and surviving spouses....
info_outlineEstate Planning Reimagined: From Step-Up Basis to Blockchain Governance
Chris Boyd and Jeff Perry welcome returning guest F. Keats Boyd III to unpack advanced
estate planning strategies that go far beyond drafting a simple will. They explore how
revocable trusts, step-up in basis rules, and beneficiary-focused tax planning can keep
wealth concentrated and shielded from high trust tax rates. Next, the trio dives into
family governance tools, from legacy letters and constitutions to LLC structures for
managing shared assets like vacation homes without friction. Finally, they introduce the
revolutionary potential of blockchain-based DAOs for anonymous, transparent
multigenerational wealth stewardship. To sign up for one of Keat’s upcoming seminars,
click the link below:
www.youresvp.com and enter the code: CEGBUS
#EstatePlanning #TrustsAndTaxes #FamilyGovernance #StepUpInBasis #LLCStrategies
#BlockchainDAO #WealthPreservation #FinancialPLanning
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr