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Estate Planning Basics

Inheritance – Keep Yours

Inheritance - Keep Yours

One of the best things you can do for your parents is to help them get their estate planning done.  It will not only give them peace of mind, it will also help you ensure your inheritance.  Smart estate planning calls for both the proper forms and […]

Due-On-Sale Clause

Way back around 1980 when interest rates were climbing, mortgage companies wanted to make sure they got in on the action instead of being tied into 30-year mortgages at the lower, previous rates.  Wouldn’t it be nicer for them if they could ensure that if any property […]

Durable Power of Attorney

Putting a durable power of attorney into place is a critical part of any business, personal estate, or future needs plan. A regular power of attorney, where you give someone else permission to sign for something in your behalf, becomes invalid if you become incompetent or dead. […]

Duties of a Successor Trustee/Personal Representative

Duties of a Successor Trustee/Personal Representative

What are the duties of a successor trustee or personal representative and when do they kick in? I had an interesting conversation with a woman the other day.  She had just finished her trust and had named her daughter as her personal representative.  Her daughter came to […]

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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

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