Create Your Own Legal Documents
Artificial Intelligence (AI) can do more for far less In the past, there were only two ways to obtain the necessary legal documents to transfer…
Asset Protection Masterclass Part 2
BoomX Academy conducts free masterclasses each month on topics related to asset protection. This episode is the second part of the most recent masterc…
Asset Protection Masterclass Part 1
When we talk about retirement accounts, we're talking about all of those accounts related to a statute called ERISA, which has to do with employment, …
How Trust Protector and Trust Reporting provisions affect your estate plan
If you implement the strategies that we teach at the BoomX Academy and talk about on the BoomX Show, the probability that you successfully finance you…
What You Need To Know About Medicaid
We take a deeper dive into Medicaid in this episode. I walk a BoomX Academy student through Medicaid strategies, basic Medicaid rules, how Medicaid wo…
The Three Benefits of a Trust
Trusts are used for personal planning and hold personal assets. Business entities such as corporations, partnerships, and limited liability companies…
Protect Your Nest Egg Against Unwanted Expenses and Taxation
One of the missions of the BoomX Show is to help improve people's legal literacy, their financial literacy. Today, I will answer the questions of a yo…
What is a Trust?
The trust is the primary tool used to build asset protection and estate transfer plans. A legal construct dating back centuries and well-established …
Timeshares and Trust Law
Do you own a timeshare? Want to know what it is, how to get rid of it, how to transfer it as part of your estate? I'll answer that question in today's…
Reduce your State and Federal Estate Tax Bill by Using a Credit Shelter Trust
Larger estates face the possibility of paying a death tax. This tax erodes family wealth and the tax rate is much higher than many other types of tax…