{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"What Really Drives Your Estate Plan? Capital Gains, Residency &amp; Trust Strategies","description":"In Part 1 of this in\u2011depth conversation, Chris Boyd and estate planning attorney F. Keats Boyd III explore the real drivers of an effective estate plan \u2014 beyond the basics and far past what most families consider. Topics include:  Why most estate plans are outdated long before people realize How step\u2011up in basis really works (and why families lose hundreds of thousands by structuring things incorrectly) Joint trusts vs. individual trusts \u2014 and why traditional planning often fails today Residency choices (MA vs. FL) and the tax implications, including:  Estate tax thresholds Capital gains considerations Required steps for changing domicile  How the SECURE Act changed IRA planning and why most trusts created before it need updates Why \u201cfunding the trust\u201d is the #1 reason estate plans fail  If you own real estate, have retirement accounts, or haven\u2019t updated your estate plan in years, this episode provides essential insights. &amp;nbsp; #EstatePlanning #FinancialPlanning #WealthManagement #TrustsAndEstates #TaxPlanning #ResidencyPlanning #MAEstateTax #FloridaResidency #IRAPlanning #TrustFunding #smwcb ","author_name":"Something More with Chris Boyd","author_url":"http:\/\/somethingmorewithchrisboyd.libsyn.com","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/40517025\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/40517025"}