We know that estate planning can be complicated. Here’s how our Profile Builder simplifies the process.
Act now and protect what matters most—your family's future
Thousands of families have already secured their future with BoomX—don’t miss your chance
FREE pass to weekly Office Hours for Q and A with others like you
The easy-to-use profile builder matches you to a profile
Continue on and correctly draft a full set of legal documents
FREE pass to weekly Office Hours for Q and A with others like you
The Spousal Protection Masterclass is available on-demand RIGHT NOW! Join the BoomX Team as they walk you through the basics of estate and asset protection before diving into a thorough explanation of the most powerful asset protection trust in American jurisdiction – the Spousal Preterition Trust.
The Spousal Protection Masterclass is available on-demand RIGHT NOW! Join the BoomX Team as they walk you through the basics of estate and asset protection before diving into a thorough explanation of the most powerful asset protection trust in American jurisdiction – the Spousal Preterition Trust.
A trust, authorized by federal law, protects your spouse's inheritance safe form Medicaid spend-downs, penalties, and liens.
Ten states have an estate tax. One simple trust can double the tax exemption a couple can claim, reducing or eliminating the tax.
A short description of the service and how the visitor will benefit from it.
A short description of the service and how the visitor will benefit from it.
Download our “Spousal Protection Planning Guide” and take the first steps towards financial resilience for generations
Created by Federal Law and holds assets for the benefit of your spouse. It is a tax-savings trust and does NOT count as an asset for Medicaid purposes. Transfer penalties, lookback periods, and the dreaded Medicaid lien does not apply. It is the single, most powerful asset protection trust in American jurisprudence. If you are married, you need this trust
We will dive into the problem faced by surviving spouses and how to solve it! Spousal protection planning is based on the fact-based premise that surviving spouses suffer a decrease in monthly income and total net worth when the first spouse dies. Statistically, men live shorter lives than women. Thus, for illustrative purposes, we will speak of the survivor as a being a woman who has survived the death of her husband.
Asset protection plans include all the documents, strategies, and methods of estate planning. Asset protection plans, however, go one step further and lawfully protect assets while the asset owner is still living. See the difference? The value of estate planning triggers at your death and benefits other family members. Asset protection preserves wealth during the lifetime of the asset owners.
The legal changes you need to know about and how to respond!
Learn the difference between estate planning and asset protection!
BoomX Planning Profiles have helped over 5,000 families take control of their future. In less than three minutes, you can create a customized estate plan that protects your loved ones and ensures peace of mind. Don’t wait—simplify the complex, avoid probate, and secure your legacy while it’s still easy
"I couldn't believe how fast it was! The Planning Profile Builder was easy to use, and I had all my documents ready within minutes. I'm recommending BoomX to all my friends."
What I loved most about BoomX was that they personalized the plan to fit my unique situation. No more worrying about probate or unnecessary taxes—BoomX thought of everything."
"The Family Leaders community has been amazing. Not only do I get legal advice, but other members shared valuable insights on Medicare and Social Security—knowledge I couldn’t have found elsewhere." — James D.
"I had no idea where to start with estate planning, but BoomX guided me through every step. Their system took away all the guesswork and gave me confidence that my family's future is secure."
"I always thought estate planning was complicated and expensive, but BoomX made it so simple. In just a few minutes, I had a plan that covered everything. It's life-changing to know my family is protected."
"BoomX gave me more personalized attention and support than I ever got from a law firm. Office hours made it easy to ask questions, and the answers were always clear and helpful." .
Lawfully protect your retirement assets
Continue improving your legal plan by connecting your assets to your comprehensive, legallly mandated flow of wealth directives
The easy-to-use profile builder matches your envisioned future to one of seven profiles
Continue your generational wealth plan by improving on your investment policy.
Map your legal plan to your assets so they flow correctly when the time comes.
Think your estate plan is solid? Think again. Discover the most common pitfalls in estate planning and learn how our unique profile-based approach can bulletproof your legacy. Don’t let outdated strategies put your family’s future at risk.
Think the Clayton election is just for the uber-wealthy? Think again. Discover how this powerful tool can shield your spouse’s inheritance from Medicaid spend-down, even if you’re not swimming in millions. It’s time to level up your estate plan.
Your crypto wallet, your NFT collection, even your Instagram account – your digital assets need an estate plan too. Learn how our cutting-edge planning models address the unique challenges of the digital age. Don’t let your bitcoin get buried in digital limbo.
The tool guides you through a series of questions about your family, age, health, and finances. Based on your answers, the Builder matches you with the correct legal planning profile and instantly creates the corresponding documents
The BoomX Planning Profile Builder creates a wide range of plans including wills, trusts, powers of attorney, Medicaid planning, spousal protection, estate transfer, and more.
Once you complete the interview, your documents are generated instantly. You can download them right away—no waiting period.
The documents produced by the Planning Profile Builder are professionally drafted and used by attorneys. While you are welcome to have them reviewed by an attorney, it is not required.
The tool guides you through a series of questions about your family, age, health, and finances. Based on your answers, the Builder matches you with the correct legal planning profile and instantly creates the corresponding documents
The BoomX Planning Profile Builder creates a wide range of plans including wills, trusts, powers of attorney, Medicaid planning, spousal protection, estate transfer, and more.
Once you complete the interview, your documents are generated instantly. You can download them right away—no waiting period.
The documents produced by the Planning Profile Builder are professionally drafted and used by attorneys. While you are welcome to have them reviewed by an attorney, it is not required.
Copyright 2018 © All rights Reserved.BoomX Media Productions
Copyright 2018 © All rights Reserved.BoomX Media Productions
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