How to Choose a Trustee for Your Estate
A trustee is a person or institution tasked with holding and managing property on behalf of a beneficiary. When setting up a trust, it's important to …
How to Guarantee Income with Rental Properties
An investment is a lump sum deposit in exchange for income in the future. A business differs from investment because a business generates immediate in…
Why I gave Infinite Banking the Thumbs Up
Infinite Banking refers to a method of cash management using a carefully designed whole life insurance policy. A whole life policy distributes cash to…
Lawyer to lawyer with Ann-Marie Murzin on the history of probate law, the current Supreme Court, and an important legal document for all business owners
Darol chats with Anne-Marie Murzin, a personal and business planning attorney with the Virginia law firm General Counsel, PC., about the history of Pr…
Answers To Common Questions About Asset Protection Planning
If you had lingering questions about probate, living trusts, Spousal Protection Trusts, and Medicaid liens, this is the episode for you. In particula…
When to use a TOD transfer and how it can screw up everything
Estate planning overemphasizes the transfer of asset title to a qualified heir when the asset owner has died. There are three ways in which property t…
Tale of Two Lawyers Darol Interviews the Savvy Estate Planner
The best podcasts are conversations between people who are authentic, proficient in their subject matter, and willing to share their knowledge to help…
How to Set Up and Properly Fund a Retirement Account Trust
Coordinating retirement accounts, e.g., an Individual Retirement Account, a 401(k), Self-employed Pension, etc., with your overall estate plan is diff…
The Spousal Protection Trust and How to Fund It
As part of Academy weekly Office Hours, Darol answers the following questions asked by a Family Leader: “what happens once you have everything prote…
Free Live and On-Demand Courses
BoomX Academy offers free courses on estate, retirement, health, and asset protection planning. Live asset protection webinars are conducted monthly. You may register for the…