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 hold business assets. Many families…
Archives: Captivate Podcasts
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…
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…
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…
A Powerful Strategy to Protect the Inheritance of your Children while Providing for your Spouse
The BoomX Academy hosts office hours weekly, where family leaders gather and ask questions on various topics related to retirement planning, estate planning, and even…
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…
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 podcast…
The Estate Planning Problem In Downton Abbey And How To Avoid It
Downton Abbey, the PBS show about a British estate in the early 1900s, opens with a complex but fascinating estate planning problem. The owner of…
How to Create a Bullet-Proof Family Bank and Why
In this episode, we will be talking about ways to create the family bank, why it’s important, the benefits and the job descriptions attached to…
How The Tax Bill Might Become A Law And How You Can Benefit From The Tax Code
Join Darol and special guest Michelle Mendoza and they banter about the purpose of the new tax bill and ways to protect your retirement dollars…