Shownotes
Se 2 Ep 34 Asset Protection Masterclass Part 2
BoomX Academy conducts free masterclasses each month on topics related to asset protection. You can learn more about these courses and register by going to www.boomx.biz. This episode is the second part of the most recent masterclass. Listen in and learn more about the following topics:
1) Why estate planning has little value as compared to asset protection, which has great value.
2) How safe harbors in the Law are available to protect wealth against the three threats to wealth in America today.
3) The threats to wealth are high unreimbursed medical care costs, unnecessary taxation, and financial mismanagement.
4) The benefits of a Spousal Protection Trust and how it works.
5) Why two recent legal changes wreaked havoc on inherited retirement accounts.
6) How a Retirement Account Trust gives back what these legal changes took away.
True family wealth building requires more than just growing wealth. It also requires the protection of wealth. The mission of this podcast is to help you learn the methods of doing so.