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THIS PAGE CONTAINS FAMILY LEADER EXCLUSIVE CONTENT
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Exclusive Legal Guides
bENEFITS
OF FAMILY LEADERS
CONTENT
Library of legal guides, checklists, illustrations, videos, course materials. legal terms in plain English, full lexicon, and more.
Office Hours
Weekly sessions with an attorney, other Family Leaders. and other advisors.
Contingent Asset Protection Plan
Step-by-step implementation of a plan to transfer assets into an asset protection trust on a trigger event in the future. The legal document necessary to ensure the plan is executed correctly is included.
Community
The Family Leader HUB includes direct messaging, a Facebook-like feed, video and photo library, and meetings via Zoom embed,
Monthly Meetings
Special presentations monthly with discussion.
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 action. For Family Leaders only, the BoomX Academy publishes legal guides that lay out the steps necessary to implement asset protection plans. In addition, the Academy publishes infographics and articles that help Family Leaders increase their legal literacy.
Legal Guides
Examples of Legal Guides include: “What to do when a family member or loved one dies”; “How to fund a trust”; “Understanding annuities”; “Tips and traps when selecting long-term care insurance”, and more.
Infographics
A picture paints a thousand words they say. We agree. That’s why we publish infographics to illustrate concepts. Family Leaders will find infographics similar to the graphic below in our library of infographics or courses,
Articles
The Academy helps Family Leaders understand estate planning and asset protection by publishing articles on various topics. Topics include retirement, long-term care, and family planning.
