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Estate Planning Basics

Beat the Markets

This article is written by Mike Stevens, President of Capital Wealth Advisors. While many resolved that their new year’s resolutions in 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 […]

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 […]

Cars in Trusts

Cars in Trusts

I recently received the following question from Jack, one of my students, about putting cars in trusts: I have discussed this issue with several “local experts” and every one of them states that this is a terrible idea because if you get into an accident and get […]

Holding Company Ownership in the Name of a Trust

Holding Company Ownership in the Name of a Trust

If you want to avoid having your company go through probate, you have to put the ownership certificates in the name of your living revocable trust.  An extremely high percentage of companies fail when the owner dies. One of the major factors for the failures is the […]

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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