Spousal Lifetime Access Trusts
A spousal lifetime access trust has many advantages that make it a great estate planning tool. With this trust, IRA assets can be used to benefit the …
Author: Darol
Attorney. Podcster.
The Value of Three Important Trusts
The primary tool in the estate planner's toolbox is the trust. A legal construct, a trust holds personal assets for the benefit of family members lon…
Introduction to Estate Planning
The objective of estate planning is to efficiently transfer assets to predetermined heirs when the asset owner dies. This article will define the ter…
Family as a Wealth Collaborative
Many with wealth keep its existence in secrecy, cloaking it even from family. At the same time, parents expect their children to take over in the eve…
The Value Proposition and Mechanics of a Spousal Protection Trust
In old age, high unreimbursed medical care costs, especially those for long-term care, threatens the retirement wealth of many. You do not know if you…
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 …
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…
Exclusive legal guides
Legal documents are necessary to meet the Law’s requirements. However, documents alone are not enough to successfully protect business and personal assets. It also takes…
Monthly Meeting
BoomX Monthly Meetings focus on issues related to personal planning other than substantive legal issues. Unlike Office Hours, each Monthly Meeting focuses on one topic…
About your Instructor
Darol Tuttle I launched the BoomX website when I asked a simple question: is there a better way? experience matters Emphasizing estate planning, elder law,…