Menu

Find Your Planning Profile
- Planning Profile Builder
Community
- 2024 Singles Masterclass
- Build a Contingent Asset Protection Plan with a MAPT
  - Properly Build and Implement an Asset Protection Plan
Spousal Protection
- Spousal Protection Free eGuide
- On-Demand Spousal Protection Masterclass
Listen
- Episodes 24
- Episodes
Read
- Free Article
- Lexicon
- Insights
- Guides
About
- Contact
Log In

Find Your Planning Profile
- Planning Profile Builder
Community
- 2024 Singles Masterclass
- Build a Contingent Asset Protection Plan with a MAPT
  - Properly Build and Implement an Asset Protection Plan
Spousal Protection
- Spousal Protection Free eGuide
- On-Demand Spousal Protection Masterclass
Listen
- Episodes 24
- Episodes
Read
- Free Article
- Lexicon
- Insights
- Guides
About
- Contact
Log In

Menu

Find Your Planning Profile
- Planning Profile Builder
Community
- 2024 Singles Masterclass
- Build a Contingent Asset Protection Plan with a MAPT
  - Properly Build and Implement an Asset Protection Plan
Spousal Protection
- Spousal Protection Free eGuide
- On-Demand Spousal Protection Masterclass
Listen
- Episodes 24
- Episodes
Read
- Free Article
- Lexicon
- Insights
- Guides
About
- Contact
Log In

Tag: Step One

Step One

Step One

The Roadmap Overview identified the different money models. Your first step is to determine your model.

Darol February 2, 2023

Search

Adjusted Tax Basis Asset Protection Business Planning Community Property Credit Shelter Trust Disability Drafting App Elder Abuse Essential Documents Estate Administration Estate Planning Estate Tax Estate Tax Avoidance Estate Transfer Family wealth Financial Power of Attorney Fraud ILIT investing IRA Irrevocable Trust Key Point Last Will and Testament Life Insurance Living Trust LLC Long-term Care MAPT Medicaid Medicaid Asset Protection Trust Money Models Planning Profile Planning Profiles Power of Attorney probate Revocable Living Trust Roadmap SLAT special needs Spousal Lifetime Access Trust Spousal Protection Trust STUB Tax Trustee Trusts

Recent BoomX Thoughts

The VA Benefits Dilemma: Ensuring Quality…
5 Ways to Protect Your Assets…
AI Law Today and the Little…
Bitter Sweet
The Silver Tsunami: How to Get…
BoomX Essential Documents for Profile Created…
Navigating Business Storms: How Entity Formation…
Tax-Efficient Estate Planning: Minimize Taxes and…

Copyright 2018 © All rights Reserved.BoomX Media Productions

Classroom
Podcast Subscribe
Office Hours
Appreciation Page
Guest Schedule

Menu

Classroom
Podcast Subscribe
Office Hours
Appreciation Page
Guest Schedule

About
Founder
Contact
Brand

Menu

About
Founder
Contact
Brand

Terms and Conditions
Privacy Policy
Disclaimer
The Guarantee

Menu

Terms and Conditions
Privacy Policy
Disclaimer
The Guarantee

Remember Me

Lost your password? | Register

Home » Step One

About
Founder
Contact
Brand

Menu

About
Founder
Contact
Brand

About
Founder
Contact
Brand

Menu

About
Founder
Contact
Brand

Terms and Conditions
Privacy Policy
Disclaimer
The Guarantee

Menu

Terms and Conditions
Privacy Policy
Disclaimer
The Guarantee

Terms and Conditions
Privacy Policy
Disclaimer
The Guarantee

Menu

Terms and Conditions
Privacy Policy
Disclaimer
The Guarantee

Remember Me

Lost your password? | Register

Copyright 2018 © All rights Reserved.BoomX Media Productions

Classroom
Podcast Subscribe
Office Hours
Appreciation Page
Guest Schedule

Classroom
Podcast Subscribe
Office Hours
Appreciation Page
Guest Schedule

Report

There was a problem reporting this post.

Harassment Harassment or bullying behavior

Inappropriate Contains mature or sensitive content

Misinformation Contains misleading or false information

Offensive Contains abusive or derogatory content

Spam Sending spam messages. Spam posting.

Suspicious Contains spam, fake content or potential malware

Other

Block Member?

Please confirm you want to block this member.

You will no longer be able to:

See blocked member's posts
Mention this member in posts
Invite this member to groups
Message this member
Add this member as a connection

Please note: This action will also remove this member from your connections and send a report to the site admin. Please allow a few minutes for this process to complete.

Report

You have already reported this .

Clear Clear All