2024 Spousal Protection Masterclass

Learn how

Find out why surviving spouse’s suffer a decrease in income and net worth after the first spouse dies

Learn why estate plans do not protect the survivor’s retirements assets

Discover why a Spousal Protection Trust works beautifully to protect your spouse’s inheritance from BRUTAL Medicaid spend-down rules AND doubles your estate tax exemption. *

FREE Spousal Protection Masterclass this coming Saturday at 11:30 am CST

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 Spousal Protection Masterclass this coming Saturday at 11:30 am CST

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 Spousal Protection Masterclass this coming Saturday at 11:30 am CST

What others are saying

I am only 36 but old at heart. I was raised to respect the importance of legal planning. It is essential. I was skeptical at first because it all sounded too good to be true. But, now that I have been a Family Leader for over a year, I can tell you it legit. Not only do I have the legal documents I need, I know how to implement the plan.

Everyone needs an estate plan. What I have learned is that most people, especially married couples, need an asset protection plan. Because of BoomX Academy, I have a full Spousal Protection Trust. I can't tell you what a peace of mind that gives me. And, it was so easy to create. I rarely miss Office Hours and have learned so much!

BoomX Academy has been so helpful. I am new to financial services and have learned so much about the legal aspect of financial planning.

Protect Your Family's Wealth!

Download our “Spousal Protection Planning Guide” and take the first steps towards financial resilience for generations

FREE DOWNLOAD

Protect Your Family's Wealth!

Download our “Spousal Protection Planning Guide” and take the first steps towards financial resilience for generations

FREE DOWNLOAD

Protect Your Family's Wealth!

Download our “Spousal Protection Planning Guide” and take the first steps towards financial resilience for generations

Courses

Free

7 Lessons

Asset Protection Masterclass

Learn the basic concepts of asset protection before attending the LIVE masterclass.
Recommended

18 Lessons

Asset Protection Roadmap Course

The Asset Protection Roadmap assumes students are new to the subject matter. They are aware of the need for either an estate plan or an asset protection plan but they seek more information. If this describes you, then this course is right for you. It lays out the three steps of planning: 1) Choose Your Money Model; 2) Assemble Your Team; and 3) Create Your Plan. The first step lays out the three models to planning. For effect, they are referred to as "Money Models." They are: 1) Estate Transfer, 2) Asset Protection, and 3) Generational Wealth Building. It is very important to understand these models and select the one that meets your objectives. Each model uses different legal documents and provisions. As the student will learn, most make the mistake of hearing about a particular legal document, e.g., a living trust, and insisting on a plan based on that document. Selecting the legal document is the last step. Beginning with the correct sequence and correctly identifying the models will lead to the appropriate plan for the plan creator, i.e., you, and entail far less stress in building it. The second step is often ignored until the end of the planning process and, much to the frustration of the person building the plan, takes far more effort than initially anticipated and, on occasion, prevents the successful implementation of the plan. The second step, Assemble Your Team, refers to the appointment of future decision-makers who will serve as Personal Representatives of an estate, a Trustee of a living or testamentary trust, and agents pursuant to financial and healthcare powers of attorney. The course discusses the pros and cons of choosing family members to fill this role compared to the appointment of professional trust companies. To reduce conflict, increase efficiency, and create a well-oiled wealth management vehicle, the various structures of trust management are discussed. The final step lays out the mechanics of each type of plan, including the essential documents and provisions relevant to each. This final step also includes the course's drafting app. This app is a proprietary software application that the student will use to create a full set of documents.

$ 999.00
Recommended

18 Lessons

Asset Protection Roadmap for Family Leaders

The Asset Protection Roadmap assumes students are new to the subject matter. They are aware of the need for either an estate plan or an asset protection plan but they seek more information. If this describes you, then this course is right for you. It lays out the three steps of planning: 1) Choose Your Money Model; 2) Assemble Your Team; and 3) Create Your Plan. The first step lays out the three models to planning. For effect, they are referred to as "Money Models." They are: 1) Estate Transfer, 2) Asset Protection, and 3) Generational Wealth Building. It is very important to understand these models and select the one that meets your objectives. Each model uses different legal documents and provisions. As the student will learn, most make the mistake of hearing about a particular legal document, e.g., a living trust, and insisting on a plan based on that document. Selecting the legal document is the last step. Beginning with the correct sequence and correctly identifying the models will lead to the appropriate plan for the plan creator, i.e., you, and entail far less stress in building it. The second step is often ignored until the end of the planning process and, much to the frustration of the person building the plan, takes far more effort than initially anticipated and, on occasion, prevents the successful implementation of the plan. The second step, Assemble Your Team, refers to the appointment of future decision-makers who will serve as Personal Representatives of an estate, a Trustee of a living or testamentary trust, and agents pursuant to financial and healthcare powers of attorney. The course discusses the pros and cons of choosing family members to fill this role compared to the appointment of professional trust companies. To reduce conflict, increase efficiency, and create a well-oiled wealth management vehicle, the various structures of trust management are discussed. The final step lays out the mechanics of each type of plan, including the essential documents and provisions relevant to each. This final step also includes the course's drafting app. This app is a proprietary software application that the student will use to create a full set of documents.
Not Enrolled

4 Lessons

How to start your new business: a legal blueprint for success

Setting up an LLC for your copywriting business may seem like a daunting task, but with the right guidance and resources, it can be a…

$ 99
Access Now

10 Lessons

Nest Egg Course: Lawfully Protect Your Retirement

About this course Instructor Value Proposition About this course This course is educational and practical. It is educational because it includes lectures that build upon…

$ 99

Free

7 Lessons

Asset Protection Masterclass

Learn the basic concepts of asset protection before attending the LIVE masterclass.
Recommended

18 Lessons

Asset Protection Roadmap Course

The Asset Protection Roadmap assumes students are new to the subject matter. They are aware of the need for either an estate plan or an asset protection plan but they seek more information. If this describes you, then this course is right for you. It lays out the three steps of planning: 1) Choose Your Money Model; 2) Assemble Your Team; and 3) Create Your Plan. The first step lays out the three models to planning. For effect, they are referred to as "Money Models." They are: 1) Estate Transfer, 2) Asset Protection, and 3) Generational Wealth Building. It is very important to understand these models and select the one that meets your objectives. Each model uses different legal documents and provisions. As the student will learn, most make the mistake of hearing about a particular legal document, e.g., a living trust, and insisting on a plan based on that document. Selecting the legal document is the last step. Beginning with the correct sequence and correctly identifying the models will lead to the appropriate plan for the plan creator, i.e., you, and entail far less stress in building it. The second step is often ignored until the end of the planning process and, much to the frustration of the person building the plan, takes far more effort than initially anticipated and, on occasion, prevents the successful implementation of the plan. The second step, Assemble Your Team, refers to the appointment of future decision-makers who will serve as Personal Representatives of an estate, a Trustee of a living or testamentary trust, and agents pursuant to financial and healthcare powers of attorney. The course discusses the pros and cons of choosing family members to fill this role compared to the appointment of professional trust companies. To reduce conflict, increase efficiency, and create a well-oiled wealth management vehicle, the various structures of trust management are discussed. The final step lays out the mechanics of each type of plan, including the essential documents and provisions relevant to each. This final step also includes the course's drafting app. This app is a proprietary software application that the student will use to create a full set of documents.

$ 999.00
Recommended

18 Lessons

Asset Protection Roadmap for Family Leaders

The Asset Protection Roadmap assumes students are new to the subject matter. They are aware of the need for either an estate plan or an asset protection plan but they seek more information. If this describes you, then this course is right for you. It lays out the three steps of planning: 1) Choose Your Money Model; 2) Assemble Your Team; and 3) Create Your Plan. The first step lays out the three models to planning. For effect, they are referred to as "Money Models." They are: 1) Estate Transfer, 2) Asset Protection, and 3) Generational Wealth Building. It is very important to understand these models and select the one that meets your objectives. Each model uses different legal documents and provisions. As the student will learn, most make the mistake of hearing about a particular legal document, e.g., a living trust, and insisting on a plan based on that document. Selecting the legal document is the last step. Beginning with the correct sequence and correctly identifying the models will lead to the appropriate plan for the plan creator, i.e., you, and entail far less stress in building it. The second step is often ignored until the end of the planning process and, much to the frustration of the person building the plan, takes far more effort than initially anticipated and, on occasion, prevents the successful implementation of the plan. The second step, Assemble Your Team, refers to the appointment of future decision-makers who will serve as Personal Representatives of an estate, a Trustee of a living or testamentary trust, and agents pursuant to financial and healthcare powers of attorney. The course discusses the pros and cons of choosing family members to fill this role compared to the appointment of professional trust companies. To reduce conflict, increase efficiency, and create a well-oiled wealth management vehicle, the various structures of trust management are discussed. The final step lays out the mechanics of each type of plan, including the essential documents and provisions relevant to each. This final step also includes the course's drafting app. This app is a proprietary software application that the student will use to create a full set of documents.
Not Enrolled

4 Lessons

How to start your new business: a legal blueprint for success

Setting up an LLC for your copywriting business may seem like a daunting task, but with the right guidance and resources, it can be a…

$ 99
Access Now

10 Lessons

Nest Egg Course: Lawfully Protect Your Retirement

About this course Instructor Value Proposition About this course This course is educational and practical. It is educational because it includes lectures that build upon…

$ 99

Protect Your Spouse's Inheritance

There is only one way to protect an inheritance for a spouse. One. The Spousal Protection Trust. This spouse is authorized by federal law, 42 USC, and is bullet-proof against unreimbursed medical expenses, brutal Medicaid spend-downs, penalties, liens, and other creditor claims.

Learn More About the Spousal Protection Trust Now!

Family Leaders

Join our community of family leaders who are learning to build, grow, and protect their family's wealth. Learn about estate, retirement, and financial planning through our online courses and weekly office hours.

Learn More Now

Form a Business Now with a Limited Liability Company

Business formation does not have to be difficult. Learn what you need to know to start a business and easily form your LLC in a few easy steps.

Form Your Business Now

Free Live and On-Demand Courses

BoomX Academy offers free courses on estate, retirement, health, and asset protection planning. Live asset protection webinars are conducted monthly. You may register for the next live event by clicking this link. The Academy offers two membership levels: BoomX Citizen and Family Leader. BoomX Citizen is our free membership level.

Exclusive legal guides

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

Monthly Meeting

BoomX Monthly Meetings focus on issues related to personal planning other than substantive legal issues. Unlike Office Hours, each Monthly Meeting focuses on one topic with a brief presentation followed by open discussion. Meetings are held on the third Thursday of the month at 6:30 pm PST.

About your Instructor

Darol Tuttle I launched the BoomX website when I asked a simple question: is there a better way? experience matters Emphasizing estate planning, elder law, and financial analysis since 1996. Education Washington State University, 1986Bachelor’s Degree University of Washington, 1992Bachelor’s Degree Seattle University Law School, 1996Juris Doctor Military Service United

About the Academy

BoomX BoomX became a brand by accident. Read More Vision Is the internet ready for the kind of conversations that, until now, has only happened in conference rooms of expensive law firms? Are you ready? BoomX Nation Law firm clients do not know each other. Lawyers do not facilitate conversations

Protect Your Retirement Nest Egg

There are four threats to wealth in America today: 1) lawsuits and government issued fees, penalties, and other silliness; 2) unnecessary taxation; 3) financial mismanagement; and 4) unreimbursed medical expenses. Of the four, Americans will most likely suffer loss from unreimbursed medical expenses as compared to the other categories and the magnitude of potential loss is much higher than the other categories. The good news is that there is far more that Americans can do to protect their wealth from this threat than the other categories. This course will show you how!