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Estate Planning Basics

Power of Attorney

Power of Attorney – Obtaining Power Beyond Your Trust A “power of attorney” is a powerful legal tool. In fact, when clients hear about a power of attorney, they often question the need for a living revocable trust and a will. They get the impression everything can […]

How to Zero Out a Trust

I have been getting a lot of questions asking about how to zero out a trust. When you zero out a trust, you remove all of the income from the trust, so that there is no taxable income held by the trust. A trust with taxable income […]

Beat the Markets

This article is written by Mike Stevens, President of Capital Wealth Advisors. While many resolved that 2016 would be a year of success, the markets seemed to have a mind of their own. In early January, investors helplessly watched the stock market put in its worst opening […]

Don’t Get Caught by Tax Penalties

This article is written by Ben Rucker, a former special IRS auditor. He worked with me in writing Advanced Tax Tactics 2.0. Lately I’ve been getting a lot of questions about tax penalties.  Many taxpayers are surprised to find that they are charged multiple penalties and interest […]

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We wish everyone in America had the means to obtain the knowledge that Attorney Lee Phillips is attempting to impart in the Accumulation and Preservation of Wealth course. We are thankful that there is a legal system that is designed to protect people’s assets, no matter how little or how much.
~ Ed, Dallas Texas