The Nest Egg Course:
Lawfully protect your retirement assets
This course is educational and practical. It is educational because it includes lectures that build upon each other to give students a strong foundation in the concept and the law of asset protection.
- Learn how to protect your retirement nest egg from high unreimbursed medical expenses
- Students walk away with the legal document needed to implement the strategy
- Appoint a Agent, usually a family member, to transfer the wealth you wish to protect to an irrevocable trust
- Identify the trigger events to initiate the transfer
- Learn about the trusts authorized by federal law to protect the assets when they are transfered
This course is practical because it includes access to an easy-to-use, guided drafting application that will generate the legal document necessary to implement an important asset protection strategy. Students will also have access to the drafting app to create a sample, irrevocable trust, necessary to protect retirement assets.
The course includes recorded lectures and weekly LIVE lectures with plenty of time for students to ask questions. In addition, a special social group is also included for students to ask questions and get answers daily.
Two Ways to enroll
Choose the plan that’s right for you
Each plan includes a license to use the drafting app to create the necessary legal document to implement the plan. Access to the course materials and drafting app varies depending on the plan you choose.
Have a question about the course or the features of the plan? Ask us!
Single Tuition Payment with Six Month Access to Course and Drafting App
$
99
(ONE TIME PAYMENT)
-
Access to course matierals for six months
-
14 day money-back guarantee
-
Limited Power of Attorney
-
Sample Irrevocable Trust
Automatic Enrollment when you join us in our premiere membership level
$
44
monthly
-
All the benefits of one-time payment
-
Weekly Office Hours
-
Exclusive Legal Guides
-
Learn from others in Forum
Lessons
Phase 1 - Introduction to Course
1. About the Bootcamp
2. About the Course
3. The Nest Egg Strategy: Protecting Assets in Five Easy Steps
The Bootcamp lays out the format and importance of the course. It also gives you information on Office Hours and how you can reach your instructor.
The value proposition of this course is to protect your assets by a transfer at a later point based upon a trigger event of your choosing, to an asset protection trust.
You will learn that there are five kinds of trust and this course is meant to give you the information that you need for each type of trust in a way that doesn’t overwhelm you.
You need a plan that lays out the methods you prefer to use to pay for care if (and only if) you incur high care costs later in life.
This lesson covers the five steps to protect your Nest Egg which include: Identifying your Nest Egg, drafting the trigger event using the BoomX drafting app, choosing the right family member, creating the trust and funding the trust.
Phase 2 - How to Cover the Cost of Care and Save Your Nest Egg
4. The One Legal Document That Brings it All Together
This lesson includes the drafting app. It’s an online form and takes about thirty minutes to complete. You will need to have a list of people you intend to appoint as decision-makers in your estate plan. You will also need the names, locations, and descriptions of your financial accounts and real estate.
When you submit the information, a proper legal plan will be created. This legal document preserves your right to transfer assets if you face a crisis or need to avoid unnecessary taxation.
Phase 3 - The Philosophy of Estate Planning and Asset Protection
5. Summary and Overview of the Problem We Will Solve
6. Why Continuity and Purpose is Important
7. Origins of Asset Protection and Why Transfers Work
There are four threats to your wealth as a retiree; 1. Long-term care cost 2. Taxation 3. Family Mismanagement 4. Lawsuits and government regulations
The focus of this lesson is the biggest threat which is long-term care.
The first question to ask yourself is, what is the purpose of your money?
This lesson will help you organize your wealth, and partition it to purpose rather than account type.
In this lesson, you will learn how Medieval lawyers invented the very first asset protection trust to protect the estates of England from total depletion caused by the government’s right to seize wealth in the context of the bubonic plague.
8. Why a Trust is the Only Planning Document You Should Have
9. The Five Trusts
10. Conclusion
A Trust is legally binding on ALL parties including you, your family, the IRS, the court, state agencies, financial managers, and money managers.
In this lesson, you will learn more about why a Trust agreement is the only document you should use to grow and protect your retirement assets.
Your power of attorney will preserve the right to create five different asset protection trusts. This lesson summarize the trusts, the legal authority and benefit of each.
What we are trying to accomplish is to give you the legal document that you need to implement a contingent asset protection plan.
It is not a mystery.
Just ask Family Leaders about all that the Academy can offer
Play Video
I can sit every week with an elder law/ asset protection attorney like Darol and ask questions for $44 a month.
I encourage all of you if you have an interest in the law, in protecting your money that you've worked hard for and being able to pass your legacy on to your family, and even the next generation after your children.
Highly worth every penny and every moment you spend and with Darol and family leaders.
Steve
Retired from Boeing
I've met an incredible group of people and I'm learning so much more from them. And we're like a little community and so I appreciate everybody else's perspective. And I'm learning that there's so much more than just a Will. There's trust and there's things you need to look out for in your future of Medicaid and unreimbursed medical expenses and just all these things that you wouldn't really think about, but you need to in order to protect everything that you've worked your entire life to create.
Megan
Financial Advisor
Play Video
Play Video
My favorite feature of BoomX Academy are the drafting apps. If you join and you knock out these drafting apps then you can get your estate plan for a fraction of, or you get hooked like I did.
Shannon
Race Car Driver
Let's face it
A lot of people are losing a lot in retirement to crazy high medical and care costs.
That's where the nest egg and its strategy comes in
Some people who need care and pay the same amount as those who go broke do not. They manage to receive the same care, have funds left over to enhance their life, and end with great sums left for kids.
How?
Aren't you tired of worrying about it?
The Nest Egg Course will teach you how to protect the assets you do not use for non-discretionary expenses, i.e., the Nest Egg.
I may get sick
High unreimbursed medical care costs are outrageously high. Too many Americans are aging all at the same time and demanding care. What determines price? Supply and demand.
My savings are not enough
If you feel this way, you are not alone. Truth is, many Americans go broke paying for care. They ignored the reality of it. What happens, exactly, when you run out of money while you are living in an assisted living facility. That's right. They evict you. That was abrupt but it a factual statement. That is how serious the problem can be.
I want to live comfortably
You deserve it. You worked for it. However, hope isn't a plan.
Academy resources during course
experienced instructor
Financial Power of Attorney Included
14 day trial with guarantee of refund
Try the Nest Egg COurse today and experience the awesomeness yourself
Wo! Buddy! It isn't that complicated
The NEST EGG COURSE will teach you everything you need to know
100% Risk-Free Money Back Guarantee
If you are not satisfied that the Nest Egg Course will show you how to take the first, easiest, and most important step towards protecting our wealth during the first seven days, we will return your money. All of it!
During the first fourteen days, you will have access to a sample of the legal documents. After the guarantee time-period has expired, the drafting app will unlock and you will be able to draft as many documents as you wish for the six-month that you are enrolled in the course.
Many fail to plan because thinking about getting old makes them sad
feel like being the opposite of sad?
how about the feeling of having it all covered, no mater what?
“My dad was a sharecropper but smart about money. He set up a nest egg trust. At age 93, he needed care for five years. He spent everything EXCEPT all of the money he put in the trust. He was my hero! “
Here is what you will receive
immediate access for six months
You will be enrolled for the six months, more than enough to learn the material and create your contingent, asset protection plan.
license to use the drafting app
After the seven-day guarantee period, you will have a license to draft the legal document for you and your family while enrolled
A limited power of attorney
Valued at $1,200, the drafting app will also create the essential documents described in the course.
Direct Message the Instructor
You will be able to get answers from the instructor by using the messaging app that comes with membership
student social group of other family leaders
All students will have access to a Facebook-like social group to post questions, upload photos and other content, and learn from each other
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.
Save on decades of insurance premiums
Everyone will one day pass away and pass along their property. Adding asset protection is more important for smaller estates.
As simple as Choose your options
Learn about your options so you can generate the correct legal documents to protect your family's wealth.
About the instructor
Darol Tuttle is a practicing asset protection attorney, licensed in Washington state since in 1996. He is also the host of the BoomX Show: Laws of Money podcast.
the value proposition
Too often estate plans fail because key players did not understand it. The Masterclass addresses the problem by introducing you to key concepts, improves your legal literacy, and gives you solid tips and resources to correctly execute your plan.
Frequently Asked Questions
Those who lose great sums to long-term care could have avoided that from happening. The problem is that the people who lose so much are of advanced old age or demented. Even if cognitive impairment is normal for their age, they simply lack the ability to understand, let alone take the few steps necessary to make it happen. They waited too long.
So, when is the best time to take action if you know what to do? That is impossible to answer for all people. Some live active, vibrant lives until the end. Others have strokes in their seventies. How do you plan for something without knowing if the event you are trying to avoid never occurs?
Simple. You build a plan that is triggered when a pre-determined event occurs. Businesses and the military have perfected this planning method. When they deviate from the template, bad things happen – just ask Custer. Well, if you could.
The nest egg course gives you a license to use a specially built drafting app that will walk you through the steps. The app creates a limited power-of-attorney that: 1) appoints the person who, in the future, will help you implement the plan if you are not able to see to it, 2) identify the assets you wish to protect so that, if you are unable to do it, your future agent (under the power-of-attorney) will be able to find and secure them; and 3) list contingent events such as reaching a certain age, illness such as a diagnosis of dementia, or event. Bingo! You lay it all out when you are younger, and a legal document gives a family member the authority to protect certain assets by creating an asset protection trust and transferring the correct assets into it.
Kinda. There are two ways to enroll in the nest egg course. One way is to pay tuition and enroll. This course does not come with Office Hours, i.e., live Q and A. You can direct message the instructor.
The second way is to join Family Leaders. This membership level is $44 per month. The first 14 days are free. You can cancel anytime. If you do, you will be automatically enrolled in the Nest Egg Course. One of the most important benefits of Family Leaders is Office Hours, i.e., live and weekly Q and A sessions with the instructor.
No. The course assumes all students are new the subject matter.
Kinda. We have a 14-day money-back guarantee. If you are not satisfied, we will ask no questions when we simply refund your payment.
Still Have a Question?
