5 Ways to Protect Your Assets (Lesson 1): The Four Threats to Wealth
Course Description: Protect Your Nest Egg in Five Days Overview:Planning for retirement is more than just saving money – it’s about making sure your wealth…
Tag: Asset Protection
Navigating Business Storms: How Entity Formation Provides a Safe Harbor for Entrepreneurs
Discover how proper business entity formation can shield your personal assets from the turbulent seas of entrepreneurship. Like a sturdy clipper ship …
Why Your Estate Plan is Probably Wrong (And How to Fix It)
Think your estate plan is solid? Think again. Discover the most common pitfalls in estate planning and learn how our unique profile-based approach can…
A Spousal Lifetime Access Trust (SLAT) is an Asset Protection Strategy, Not Estate Transfer: Here Is What You Need To Know
Discover how SLAT can significantly reduce your estate taxes and transfer assets to a spouse tax-free. Learn the eligibility criteria, legal implicati…
Why Estate Planning is Necessary and Easy to Implement
Estate planning is crucial for ensuring your wishes are honored after death. DIY estate planning can be tempting but may lead to costly mistakes and l…
The Asset Protection Model and its Profiles
Asset protection is the second of three Money Models. Learn about the profiles associated with this Model.
When will I stop worrying about my kids?
Family Protection Trusts provides a much needed financial framework to help family members who struggle.
The Ultimate Guide to Asset Protection: How to Safeguard Your Wealth with an LLC
This comprehensive guide covers the two essential aspects of LLCs that you must understand to effectively protect your assets and achieve peace of min…
Family as a Wealth Collaborative
Many with wealth keep its existence in secrecy, cloaking it even from family. At the same time, parents expect their children to take over in the eve…
What You Need To Know About Medicaid
We take a deeper dive into Medicaid in this episode. I walk a BoomX Academy student through Medicaid strategies, basic Medicaid rules, how Medicaid wo…