Boyd & Boyd, P.C.

We had just retired when we met with the Boyd & Boyd firm for the first time at one of their seminars on establishing trusts. We found Keats and his father to be able to quickly understand our specific issues, explain clearly what choices there were for us to protect our assets and then work with us to put together a comprehensive package of protection designed to meet our needs. And along with this we feel like we have become a part of their family, always being treated in that special way a family member is treated. We have been with Boyd & Boyd since 2009 and in the intervening years they have diligently insured that our trusts reflect the latest changes in our personal situation as well as the structure of laws that might have an impact on our future plans. They have provided us the peace of mind that we were looking for as we live out our retirement. We highly recommend the Boyd & Boyd firm.

The team at Boyd & Boyd were absolutely wonderful to work with in my personal estate planning. All of my questions were answered on a level I could understand in order to make the best decisions for my family moving forward. I highly recommend Boyd & Boyd as they are extremely knowledgeable, trustworthy and thorough. Thank you!

My wife and I recently attended a Boyd & Boyd estate planning seminar. We both are retired and hadn't updated our estate plan in over 20 years. We knew that the laws regulating such matters as well as our family circumstances have changed since the original plan was established, and so we were curious to learn about any necessary or advisable modifications. During my career, I ran a business where I was involved in many aspects of finacial accounting and asset preservation strategies. Nonetheless, I was so impressed with the new strategies discussed during the seminar (based on current laws which had changed or were not in place at the time the existing plan was established), that we decided to pursue this matter further. We set up a meeting with Keats to delve more deeply into any strategy that would protect and preserve the assets we had worked so hard to amass. We found Keats to be extremely knowledgeable of any and all current laws that would effect our estate, as well as being an excellent listener who was fully engaged concering our situation, which enabled him to tailor and propose a new estate plan that met every aspect of concern we had regarding our remaining days, and beyond. Accordingly, I cannot recommend Boyd & Boyd highly enough to anyone looking to preserve personal and family assets whether from liability during their lifetime or from taxation at the time of their demise, as well as protecting their hiers from similar exposure thereafter.

We met with Whitney and she was most helpful and knowledgeable about our personal family needs.She was a true professional and and her experise really made us feel we were going to be in a good place in our future planning. The seminar was just the jumping off point , as after the presentation we knew we should pursue Boyd and Boyd. We recommend them highly for knowledge, professionalism and honesty. Roger and Patricia Miller

We scheduled an appointment with Keats Boyd III after attending a free informational seminar which demonstrated his team’s depth of knowledge and experience in estate planning. Keats explained the law, risks and benefits of various estate plans for both our personal and business needs. No doubt, he was totally focused on our best interest. As we were preparing for an international trip, Keats and his team expeditiously prepared our documents before our departure. Everyone was extremely helpful during the entire process and we feel confident that we have a sensible and comprehensive estate plan. Highly recommend Boyd & Boyd.