2024 SINGLES Masterclass
Learn how to build the perfect legal plan
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.
Bonus
✔️ All registrants will receive a bonus "Ten Legal Terms Everyone Should Know in Plain English". This bonus also comes with an expanded lexicon (mostly in plain English but we threw in a little "legalease", too. Gotta keep the lawyers happy!)
✔️ Q and A session follows the 60 min presentation with the instructor in a Zoom meeting setting until all questions are answered.
FREE Singles Planning Masterclass this coming Saturday at 11:30 am CST
Topics Include
The FIRST Step
Go from confusion about legal planning to clarity by learning the seven planning profiles and why they are so important.
The Problem
We will dive into the problem faced by singles, the threats to retirement savings, and how to protect yourself from them.
Why Asset Protection Matters
the advantages of Medicaid Asset Protection planning and how, when used properly, eliminates the need for expensive long-term care insurance
Asset Protection or Estate Transfer?
Learn the difference between estate planning and asset protection and why the distinction is so important.
The Power of the Spousal Protection Trust
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
The Problem
We will dive into the problem faced by surviving spouses and how to solve it!
Why Asset Protection Matters
the advantages of Medicaid Asset Protection planning and how, when used properly, eliminates the need for expensive long-term care insurance
The Three Threats
The legal changes you need to know about and how to respond!
Not Estate Transfer
Learn the difference between estate planning and asset protection!
FREE Spousal Protection Masterclass this coming Saturday at 11:30 am CST
The Power of the Spousal Protection Trust
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
The Problem
We will dive into the problem faced by surviving spouses and how to solve it!
Why Asset Protection Matters
the advantages of Medicaid Asset Protection planning and how, when used properly, eliminates the need for expensive long-term care insurance
The Three Threats
The legal changes you need to know about and how to respond!
Not Estate Transfer
Learn the difference between estate planning and asset protection!
BONUS OFFERINGS
Expert-led Learning
Dive deep with asset protection attorney, Darol Tuttle, in live sessions, pre-recorded lessons, and online forum discussions.
Legal Documents
At no additional cost, you will walk away with a full set of legal documents, to include a Spousal Protection Trust.
Weekly Office Hours
Attend live sessions for questions, comments, and discussion for the length of the course.
The affordable way to protect your family
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.
Speaker:
Darol Tuttle
Asset Protection Attorney and Founder of the BoomX Academy
The Roadmap is the secret to protecting everything
📘 Course Overview:
In the Masterclass you will unlock:
- Profound Insights into Spousal Protection Trust and Spousal Lifetime Access Trust.
- Effective Medicaid Strategies to safeguard assets and optimize benefits.
- Practical Implementation Guides to translate learning into action swiftly.
- Holistic Understanding of estate planning, tax optimization, and legal provisions related to spousal protection.
Financial know-how not required
Copies of your tax returns and account statements are not needed to plan your estate. It's not a tax audit.
Not just for the rich and famous
Everyone will one day pass away and pass along their property. Adding asset protection is more important for smaller estates.
Choose your options
Learn about your options so you can generate the correct legal documents to protect your family's wealth.
OVERWHELMED?
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?
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?
Well, Now you can...
Join asset protection attorney, educator, and podcast host, Darol Tuttle, and learn how to protect your retirement nest egg.
Many do not have estate plans because the idea of their own death makes them sad.
feel like being the opposite of sad?
how about the feeling of being a hero to your family?
“Man! My dad was a rock star. He even financed the estate tax with a separate life insurance policy. Who does that?!”