About the Academy
BoomX BoomX became a brand by accident. Read More Vision Is the internet ready for the kind of conversations that, until now, has only happened…
Author: Darol
Attorney. Podcster.
Protect Your Retirement Nest Egg
There are four threats to wealth in America today: 1) lawsuits and government issued fees, penalties, and other silliness; 2) unnecessary taxation; 3)…
Get Weekly Answers to Your Questions LIVE
Family Leaders attend Office Hours each and every Friday at 10 am PST to ask questions and receive answers on topics related to the use…
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…
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 …
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. …