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…
A Powerful Strategy to Protect the Inheritance of your Children while Providing for your Spouse
In this episode, we bring you inside Office Hours as a family leader asks BoomX Show host Darol Tuttle the best way to protect his estate for his chil…
How to Avoid this Tragic Mistake in Retirement
The new year began with a tragic event, which occurs in retirement far too common and is completely avoidable. BoomX Show host Darol Tuttle tells the …
Companion Course Lesson Sample: The Purpose, Use, and Benefits of a Trust
Free members of the BoomX Academy are automatically enrolled in the BoomX Show: Laws of Money podcast. The course adds enhanced content to most podca…
What are the next steps when you have been nominated as a Trustee?
Most people have little experience dealing with what happens after their loved one dies and they have been named as the successor Trustee who will be in charge…
How to settle an estate
After an individual’s death, his or her assets will be gathered, business affairs settled, debts paid, necessary tax returns filed, and assets distributed as the…
Steps to Establish a Spousal Protection Trust, i.e., Supplemental Needs Trust
The Spousal Protection Trust can be found in the deceased spouse’s Last Will and Testament. The Spousal Protection Trust must be established in a probate. …
Steps to Take when Any Family Member Dies With Checklist
Death of a family member is difficult. This estate plan is meant to make things easier by giving family members who survive step by step…
When a loved one has died, ask these three questions
This guide is intended to assist the surviving spouse when the first spouse dies and/or surviving family members or beneficiaries when the second spouse dies. …