How LLCs Strengthen Your Estate Plan: Asset Protection, Residency & Tax Reduction — Part 2 (w/ Atty. F. Keats Boyd, III)
Something More with Chris Boyd
Release Date: 03/24/2026
Leadership Matters; sometimes more than investors realize
Something More with Chris Boyd
In this episode of Something More with Chris Boyd, Chris is joined once again by Brian Regan, Senior Portfolio Manager on the AMR Team at Wealth Enhancement, to explore how leadership changes—at major corporations and within the Federal Reserve—can materially influence investment outcomes. The conversation begins with high‑profile leadership transitions, including Apple’s succession from Tim Cook, shifts at Berkshire Hathaway, Netflix, Starbucks, and Simon Property Group, and why investors should care not just who leads a company—but how they got there. Chris and Brian...
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War, Markets, and the Strait of Hormuz: What Investors Need to Know Now
Something More with Chris Boyd
We’re now two months into the conflict involving Iran—so what does it really mean for markets and your portfolio? In this episode of Something More with Chris Boyd, Chris is joined by Brian Regan, Senior Portfolio Manager on the AMR Team at Wealth Enhancement, for a timely and grounded conversation about geopolitics, market volatility, and long‑term investing discipline. The discussion revisits the market’s initial reaction when the conflict began in late February, the sharp but short-lived selloff, and the subsequent rally back toward all‑time highs. Chris and Brian explain why...
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When Power of Attorney Isn’t Enough: Real‑World Estate Challenges
Something More with Chris Boyd
In part two of Chris Boyd’s conversation with author Beth Pinsker, they dive into the legal and logistical realities families face when a loved one declines or passes away. Beth shares firsthand stories about powers of attorney that didn’t work, banks refusing access, the maze of government agencies, and the surprising complications of digital assets. One striking line from the show: “I thought those documents were the golden ticket… and then I went to try to use a power of attorney.” They also explore estate planning, fairness vs. equality among heirs, and how to prevent family...
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Planning for the phone call that changes everything: Financial caregiving for aging parents
Something More with Chris Boyd
Most families don’t plan for financial caregiving until they’re forced into it. In this episode, Chris Boyd talks with award‑winning financial journalist and author Beth Pinsker, whose book My Mother’s Money: A Guide to Financial Caregiving blends memoir and practical guidance. They explore the moment “everything changed,” the early red flags families often miss, why even the “right” documents aren’t always enough, and how the cost of care becomes painfully real. As Beth says: “Financial red flags come first… handling money is a complicated higher function.” If you...
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Are You Making These Retirement and College Savings Mistakes?
Something More with Chris Boyd
In this episode of Something More with Chris Boyd, Chris and Brian dive into two of the biggest areas where families unintentionally sabotage their financial success: retirement savings missteps and education planning mistakes. Brian discusses patterns he’s seen after reviewing hundreds of 401(k) plans — especially the surprising frequency of investors mixing target-date funds with additional stock funds, inadvertently doubling their risk. Chris and Brian explain how target-date funds are designed, why adding extra funds defeats the purpose, and how investors often fall into...
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Should You Sell When Markets Go Down? Smart Decisions in Volatile Times
Something More with Chris Boyd
Why panic selling backfires — and how proper planning prevents emotional mistakes. In this episode of Something More with Chris Boyd, Chris and Brian Regan tackle a timeless question: Why do investors feel the urge to sell when markets decline? They explore the psychology behind market fear, why this instinct is often counterproductive, and how disciplined planning helps investors avoid costly emotional decisions. From there, the conversation moves into today’s market environment — including the global tensions, oil price changes, sector‑specific volatility, and what these disruptions...
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How LLCs Strengthen Your Estate Plan: Asset Protection, Residency & Tax Reduction — Part 2 (w/ Atty. F. Keats Boyd, III)
Something More with Chris Boyd
In Part 2, Chris and Attorney Keats Boyd dive into advanced strategies that protect wealth, reduce risk, and potentially eliminate state‑level estate taxes. Topics include: Why rental property owners should strongly consider using an LLC Inside vs. outside creditors — and why the distinction matters How LLCs protect your home and financial assets from tenant lawsuits Selecting the right state in which to form an LLC (charging order jurisdictions explained) Filing requirements, costs, and practical considerations Using LLCs as part of multi‑generation wealth planning Whether MA real...
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What Really Drives Your Estate Plan? Capital Gains, Residency & Trust Strategies
Something More with Chris Boyd
In Part 1 of this in‑depth conversation, Chris Boyd and estate planning attorney F. Keats Boyd III explore the real drivers of an effective estate plan — beyond the basics and far past what most families consider. Topics include: Why most estate plans are outdated long before people realize How step‑up in basis really works (and why families lose hundreds of thousands by structuring things incorrectly) Joint trusts vs. individual trusts — and why traditional planning often fails today Residency choices (MA vs. FL) and the tax implications, including: Estate tax thresholds Capital...
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Turbulent Times: Markets, Oil, Inflation, and the Yield Curve
Something More with Chris Boyd
In this episode of Something More with Chris Boyd, Chris sits down with Brian Regan, CFA® to unpack what’s happening in financial markets amid rising geopolitical tensions and inflation pressures. Despite conflicts abroad and volatility in energy markets, the stock market has shown surprising resilience — but beneath the surface, major shifts are underway in oil, bonds, and private credit. Brian breaks down: Why markets aren’t reacting as sharply as headlines might suggest What’s driving oil price spikes and how refinery disruptions, supply bottlenecks, and global...
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When Conflict Hits the Headlines: How Investors Can Stay Steady
Something More with Chris Boyd
War in the Middle East. Oil up sharply. Markets on edge. Should investors panic-or stay the course? On this episode of Something More with Chris Boyd, Chris Boyd sits down with Brian Regan and Russ Ball to unpack the financial implications of renewed U.S. and Israeli strikes involving Iran. Together, they examine how geopolitical shocks historically affect markets, why volatility often feels worse than it proves to be, and what disciplined investors should focus on instead of headlines. Most importantly, they reinforce a core principle: investment strategy should align with your financial plan...
info_outline- Why rental property owners should strongly consider using an LLC
- Inside vs. outside creditors — and why the distinction matters
- How LLCs protect your home and financial assets from tenant lawsuits
- Selecting the right state in which to form an LLC (charging order jurisdictions explained)
- Filing requirements, costs, and practical considerations
- Using LLCs as part of multi‑generation wealth planning
- Whether MA real estate taxed in an estate can be reduced or eliminated using LLCs or credit shelter trusts