Taught by asset protection attorney, Darol Tuttle, you will learn the framework of planning to include the three Money Models
Learn the seven planning profiles, why they are important, and how to identify your profile in as little as three minutes
You will walk away clear minded about , the four THREATS to Wealth, and how to correctly set up the correct plan to defend against them.
Go from confusion about legal planning to clarity by learning the seven planning profiles and why they are so important.
We will dive into the problem faced by singles, the threats to retirement savings, and how to protect yourself from them.
the advantages of Medicaid Asset Protection planning and how, when used properly, eliminates the need for expensive long-term care insurance
Learn the difference between estate planning and asset protection and why the distinction is so important.
Created by Federal Law and holds assets for the benefit of your spouse. It is a tax-savings trust and does NOT count as an asset for Medicaid purposes. Transfer penalties, lookback periods, and the dreaded Medicaid lien does not apply. It is the single, most powerful asset protection trust in American jurisprudence. If you are married, you need this trust
We will dive into the problem faced by surviving spouses and how to solve it!
the advantages of Medicaid Asset Protection planning and how, when used properly, eliminates the need for expensive long-term care insurance
The legal changes you need to know about and how to respond!
Learn the difference between estate planning and asset protection!
Created by Federal Law and holds assets for the benefit of your spouse. It is a tax-savings trust and does NOT count as an asset for Medicaid purposes. Transfer penalties, lookback periods, and the dreaded Medicaid lien does not apply. It is the single, most powerful asset protection trust in American jurisprudence. If you are married, you need this trust
We will dive into the problem faced by surviving spouses and how to solve it!
the advantages of Medicaid Asset Protection planning and how, when used properly, eliminates the need for expensive long-term care insurance
The legal changes you need to know about and how to respond!
Learn the difference between estate planning and asset protection!
Dive deep with asset protection attorney, Darol Tuttle, in live sessions, pre-recorded lessons, and online forum discussions.
At no additional cost, you will walk away with a full set of legal documents, to include a Spousal Protection Trust.
Attend live sessions for questions, comments, and discussion for the length of the course.
Psst, did you know BoomX Academy the only platform that includes asset protection plans? It’s true. Until now, you could only implement a Spousal Protection Plan by hiring a lawyer. And the best part? You will learn what to do with your legal documents once you create them.
In the Masterclass you will unlock:
Copies of your tax returns and account statements are not needed to plan your estate. It's not a tax audit.
Everyone will one day pass away and pass along their property. Adding asset protection is more important for smaller estates.
Learn about your options so you can generate the correct legal documents to protect your family's wealth.
With so many sources of information, do you feel overwhelmed with the technical mumbo jumbo of money managers and the legalese of lawyers? Does it seem hopeless even to try to learn?
Wouldn’t it be nice to receive reliable and expert information without worrying about a sales pitch? Is it really possible to understand and speak with confidence about your money, retirement plan and family management without expensive fees?
Join asset protection attorney, educator, and podcast host, Darol Tuttle, and learn how to protect your retirement nest egg.
“Man! My dad was a rock star. He even financed the estate tax with a separate life insurance policy. Who does that?!”
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