Get the Combined Power
of Personal and Business
Asset Protection and
Estate Planning Strategies
the Combined Accumulation
and Preservation of Wealth
Personal Planning and
Business Planning Systems
Can Give You!
View My Whirlwind Tour of
The Accumulation and Preservation of Wealth
Personal and Business Planning Package.
Plus the BONUS Identity Theft System
Your personal life and your business life need to be totally separate, so you can get the best possible asset protection. Having said that, your personal planning and your business planning need to go hand in hand. If you don’t have a little business, you need one. Don’t throw up your hands, shriek, and say Phillips is nuts. Your little business can be as simple as doing hand work (knitting, tole painting, sewing, or mounting butterflies) and selling your creations on the internet. The fact is, your little business is the most important tax shelter you can get. The business and your personal planning fit together, to give you the best lifestyle possible and the maximum asset protection. You’ve never met a wealthy person that didn’t have a business of some sort. There’s a reason for that.
If you already have a business, it needs to be integrated with your personal tax planning and estate planning. Of course, your asset protection plan has to be all inclusive. Everything works together like the words and music of a beautiful song — when it’s done right. The problem is, your accountant doesn’t worry about asset protection. At best your attorney gives lip service to tax planning and asset protection, and you sit and wonder if you have done “it” right. Even if you get it done by the attorney, there isn’t any follow up to make sure you are “maintaining” your tax plan and asset protection plan.
The Accumulation and Preservation of Wealth Personal Planning and Business Planning Systems combine to give you:
- A Ton More Money
- Coordinated Business and Personal Planning
- Superior Estate Planning
- Superior Asset Protection
- The Ability to Run Your Plans Long Term
- A Better Life style
You can give the average lottery winner his $1 Million, and in a year or two he will be broke. He doesn’t know the rules of the game that the Accumulation and Preservation of Wealth System lays out for you. He doesn’t have the legal tools to protect what he has. The bottom line is, you can give him the money and he will still be broke. If you don’t know the rules and have the tools, you’ll be broke, just like everybody else.
Actually, lots of people do ok, but they never achieve financial security. The legal system is a mystery to them. Whenever they have a brush with the legal system, it’s an attack, and somebody is trying to take their money away from them. That attack could come in the form of a divorce, death of a family member, the IRS, family illness, an angry business partner or tenant, a business deal gone south, or a good old law suit.
In any one of the attacks – he who knows the law best wins!
Here’s just a small sample of what you’ll learn from the Accumulation and Preservation of Wealth Personal Planning and Business Planning Combo:
Asset Protection
- Personal Protection from Liability
- What is a Fraudulent Conveyance? Structure your paper-trail so predatory creditors will have a difficult time getting your assets
- Designate your property ownership the “right way,” so your assets are shielded from professional liability
- What is “deferred liability” and why you should be concerned?
- Business and personal structures to go right out and around legal problems
- How to pass your business on to your heirs.
- Protect your business from its most common attackers – the employees
Make More Money
- 13 Techniques to Show You How to Shift Income
- Get a Ton More Tax Deductions
- 5 Ways to Get Tax Free or Tax Deferred Growth on Investments
- Change the Nature of Your Income
- Take Advantage of the Tax Breaks Businesses Have that You Don’t
- Don’t Lose a Dime to the IRS or the Lawyers When a Family Member Dies
Protect Your Business
- Know the 16 Things You Must Do in Your Corporation to Prevent Being Personally Liable (i.e. to keep from having your “corporate veil” pierced). What will the Judge ask you?
- Find out the correct Business Entity for you… set it up… and begin using it CORRECTLY
- Discover why over half the population may be unintentionally running a General Partnership, and the HUGE risks associated with them
- Do you really need a Nevada or Delaware Corporation? Find out if the extra $1000 in cost and work is necessary from the perspective of a litigation attorney.
- Discover the extra benefits of Limited Partnerships and Limited Liability Companies (LLP and LLC), and why Litigation Attorneys may shy away from suing one
- Why the majority of business owners end up being personally liable, even though they were sure they were protected…Avoid these pitfalls to protect yourself.
- What are the weaknesses of Family Limited Partnerships? When should you really use them?
- Set up and use your own IRS approved tax plans and more…
Probate
- What probate is, how long might it last, and how much it could cost you. Common ways people try to avoid probate, and why most of them are just BAD IDEAS!
- How to avoid probate the CORRECT WAY!
- When to actually use probate to your advantage (but only if you decide to)
Joint Ownership
- The tax consequences of joint ownership. Don’t put yourself in jeopardy with the IRS by making huge mistakes
- How to ‘undo’ your past bad decisions of joint ownership
- Why you should NEVER put anyone else’s name on your property, maybe NOT EVEN YOUR OWN SPOUSE
Wills
- How to certify your Will so it is legal in all 50 states
- Make your Will “self-proving,” so it can’t be challenged after you die
- The advantages and disadvantages of a Holographic Will
- Learn the common misconceptions of Wills and probate
Trusts
- Revocable Living Trusts (also called Family Trusts or Inter Vivos Trusts)
- Why 90% of Revocable Living Trusts DON’T avoid probate, even though the lawyers said they would
- How to create and use my “iron-clad” trust documents that absolutely will avoid probate
- How to properly FUND YOUR TRUST. Even attorneys give people wrong advice on this one…
- The proper way to name your trust. Do this wrong and you could be setting yourself up for problems
- How to structure your trust to properly handle a remarriage after your spouse dies. Don’t let the new Black Widow spouse end up with everything (leaving your kids without a dime!)
- Who must you “file” your trust with?
- The phrases you need in your Trust so the Bank will immediately deal with your heirs
- What powers should you give your Trustees?
- The paragraph your trust needs to prevent your beneficiaries’ shares from being attacked in lawsuits.
Estate Taxes
- Four ways that could save your family over $100,000 in Inheritance Tax, legally, with the “stroke of a pen”
- How to use an A-B trust provision to make sure both you and your spouse’s deduction are recognized by the IRS
- Give your family over $700,000 extra dollars or get an extra $700,000 from mom and dad.
Identity Theft
- Identity Theft Protection (limited time Bonus)
- How does the identity thief find you, and how do you shield yourself?
- Simple things you may be doing every day that put your identity at risk
- How to clean up the mess if you are stung by identity theft. Step-by-step instructions.
It’s All in the Accumulation and Preservation of Wealth
Personal Planning and Business Planning Combo System
Click Now for Special Pricing…
Your investment in the Updated Accumulation and Preservation of Wealth Personal Planning and Business Planning Combo System is TAX DEDUCTABLE
* FREE SHIPPING IN THE U.S.
* Sales tax of 6.85% applies to shipments to the state of Utah
All orders are shipped UPS within 2 business days!
Most orders should arrive within 5 to 7 business days
Personal Planning Package 9 CD Personal Protection System
It will guide you step-by-step on how to prepare your Revocable Living Trust, Durable Power of Attorney, Last Will, and Living Will. The 9 audio CDs and 196 page workbook show you where you need to edit forms to make them work for your specific situation. These are not just fill-in-the-blank forms. A simple fill in the blank form is no good to you. These forms will be adapted to your needs. Don’t worry, you can do it. It’s easy when you have the Accumulation and Preservation of Wealth System.
Business Planning Package 3 CDs
Guides you through creating and maintaining the appropriate business structures, including making decisions on whether to use a corporation, limited liability company, limited family partnership, etc. I teach you to use these structures properly to legally shield your assets and plan for maximum tax savings. Your business is your most important tax shelter. You will be able to make an extra $10,000 plus this year. The 3 audio CDs are accompanied by a 202 page workbook.
And believe me…. this is just the beginning!
The Accumulation and Preservation of Wealth Personal Planning
and Business Planning Combination System is so much more.
No Matter What Your Goals Are, You Can Start Using This Powerful Personal Protection System RIGHT NOW To Begin Safe-Guarding Yourself and Your Family.
Of course, you may be saying to yourself, “Sure Lee, maybe YOU can understand all of that legal mumbo-jumbo, but you are an attorney. What about me?”
That’s a good question. The good news is the Accumulation and Preservation of Wealth System Personal Planning and Business Planning Combo was designed for “regular people.” In fact, 95% of my students are “regular people”: teachers, students, parents, business owners, musicians, accountants, real estate investors, and financial planners. Everything in the System is written in plain language and explained extensively. WHAT THIS SYSTEM IS NOT… This system does NOT contain risky asset protection strategies that would have you lose control of your assets. This system is NOT based on off-shore trusts that could forfeit your assets to the whims of foreign countries. And this system WILL NOT get you into trouble with the IRS. Every tax saving strategy you’ll get is based on black letter IRS code laws and legal precedence. EVERY aspect of the Accumulation and Preservation of Wealth Combo System is completely legal and well-proven by thousands of people around the country. In the Accumulation and Preservation of Wealth Personal Planning System Look at What You GET:
Personal Protection Library of Documents and 11 hours (9 CDs) of Audio Instruction
- A complete set of documents on a computer CD-Rom so you can easily edit them, including:
- Revocable Living Trust – the special AB Trust provisions for married couples looking to retain each of their estate tax exemptions. The audio CDs give you little known techniques to let you protect assets and plan to stop black widows after either you or your spouse dies. The Qualified Terminable Interest Property Trust (QTIP Trust) is included for limiting the distribution of assets by the surviving spouse and addressing the black widow issues.
- Last Will and Testament – whether you decide to just create a will without creating a trust, or if you are integrating a will with a Living Revocable Trust, a will is essential to your estate planning goals even if you have a trust.
- Living Will – make sure the medical community understands your real wishes when it comes to keeping your body alive when your brain is not.
- Durable Power of Attorney – Make sure someone has the authority to take care of your personal matters if you become incapacitated. You have a 500 percent bigger chance of being incompetent or incapacitated next week than you do being dead.
- Children’s Trust – Placing assets into a children’s trust (such as your office equipment, etc.) can protect it from creditors and remove it from your estate. Plus, you can move money to the children and save the taxes on that money in many cases. (Let me let you in on a secret. An attorney will call this trust a 2503 trust – you don’t even need children.)
- Life Insurance Trust – Remove your life insurance from the IRS reach with this irrevocable life insurance trust. Yes, your life insurance is taxable, even though your agent said it wasn’t. People routinely lose half of their life insurance to the IRS. Save potentially hundreds of thousands in taxes.
Business Protection Library of Documents and 4 hours of Audio Instructions
- Corporation documents (Both C and S Corporations), including Articles of Incorporation, Bylaws, Waiver of Notices, Minutes of Organizational Meeting, Minutes of a Special Meeting Documents for simple Section 105 employee benefit plans, and an extensive 38 point checklist for making your Corporation holdup in court
- Limited Liability Company documents, including Articles of Organization, Operating Agreement, Purchaser’s Membership Interest Certificate, and special checklist of Items to Review. The LLC is your most flexible business tool today.
- General Partnership, a full agreement is included. Sixty percent of the population is in a General Partnership. You don’t want the liability of being in a General Partnership, but if you are going to be in one, use this document and define what you are doing. Learn how to tell if you are in a partnership already – you probably don’t even know you’re in one. Over half of the population is in a general partnerhship, and they don’t know it. They are hanging out fully exposed. Where is the attack coming from?
- Family Limited Partnership, includes agreement and Certificate of Limited Partnership Interests. This is a business tool for the family. It gives great asset protection, tax advantages and estate planning advantages.
- Independent Contractor’s Agreement, includes several examples of the agreements. Read them and use the one that best fits your situation. Without the document, you may think you are hiring the guy as an independent, but when there is a law suit, the presumption of law is he is your employee.
- Real Estate Lease includes the kitchen-sink business lease. Its got everything including the kitchen sink. Take out the parts you don’t like, and you’ve got your lease left.
- Equipment Lease, renting equipment to your own business is a neat asset protection tool and tax planning tool. You have to use the LLC or FLP, but it works. Of course, you have to have a written lease.
The Accumulation and Preservation of Wealth Personal Planning and Business Planning Combination System
Click Now for Special Pricing…
Your investment in the Updated Accumulation and Preservation of Wealth Personal Planning and Business Planning Combo System is TAX DEDUCTIBLE
* FREE SHIPPING IN THE U.S.
* Sales tax of 6.85% applies to shipments to the state of Utah
All orders are shipped UPS within 2 business days!
Most orders should arrive within 5 to 7 business days
.Order Now and Get Over $1,500 in EXTRA BONUSES!
* BONUS #1: A $19.99 value — Basic Personal Planning e-book
Guaranteed Millionaire (e-book edition)
Learn about the revocable living trusts / family trusts. This book will get you started quickly; you’ll get a downloadable copy of my Time-Warner Book-of-the-Month Club book in e-format! The hard-copy version of this book is sold on Amazon.com and in book stores.
This book will give you a great foundation of the concepts and terminology of estate planning and asset protection. This 337 page e-book is in Adobe PDF format, and is viewable on any Windows or Mac computer system. It may also be printed on your home printer. Review it while you are waiting for the rest of your Accumulation and Preservation of Wealth System to arrive by UPS.
Book Description: Guaranteed Millionaire provides you with one of the best opportunities to double your wealth and family assets. This book will show you step by step everything you need to know to easily turn your family estate into accumulated riches. Protect your wealth from tax collectors and greedy lawsuits, plus the ravages of divorce, illness, and accidents. Reduce or eliminate probate and taxes entirely. Understand the secrets lawyers use to build wealth and protect their clients. Includes a foreword by radio’s Bruce Williams, ten asset protection tips anyone can use to protect against lawsuits or financial grief, and a glossary of terms.
* BONUS #2: A $99.95 value — Personal protection from identity theft
Winning the Identity Theft War
Winning the Identity Theft War is an identity theft protection system. Written by attorneys Lee R. Phillips and Kristy Phillips, this package provides a comprehensive overview of how to protect you and your family from the growing problem of Identity Theft. A 60 minute audio CD, 93 page workbook, and data forms CD provide everything you need to begin shielding yourself. Also included are step-by-step procedures that you need to take if your identity has already been stolen. This package alone sells for $99.95 on IDTheftKit.com.
* BONUS #3: An $250.00 value!
Personal Consultation living trust Attorney Support from Legalees Corporation
Upon ordering the Accumulation and Preservation of Wealth System, you’ll receive up to 5 hours of attorney support from LegaLees Corporation to answer all of your questions about the Accumulation and Preservation of Wealth System. While the course is designed to be very user friendly, we understand that you may have questions about the course and the documents that you will be using.
Normally, consultation with a good attorney would cost you over $275 per hour! (I actually charge $375 per hour.) But as a new student of LegaLees Corporation, this $250 value is included with your purchase of the Total Accumulation and Preservation of Wealth System.
* BONUS #4: A $1250.00 value!
Family Licensing Rights
Once you begin learning about protecting yourself, you’ll want to share the information with your family. As a limited bonus, we are now extending you and your immediate family FULL AND COMPLETE USE of the documents for setting up their asset protection plans. This includes your parents and your children!
Click Now for Special Pricing…
Your investment in the Updated Accumulation and Preservation of Wealth Personal Planning and Business Planning Combo System is TAX DEDUCTABLE
* FREE SHIPPING IN THE U.S.
* Sales tax of 6.85% applies to shipments to the state of Utah
All orders are shipped UPS within 2 business days!
Most orders should arrive within 5 to 7 business days.