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Estate Planning Basics

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 extrememly high percentage of companies fail when the owner dies. One of the major factors for the failures is the […]

3 Key Tips to Maximize Your Social Security Planning

by Mike Stevens (This article was published in edited form on at  Mike Stevens is one of our colleagues and helps present at my Money Making and Asset Protection Boot Camps.) For many, Social Security has represented nothing more than an inescapable payroll deduction with the enigmatic initials […]

Anonymity is a Myth

For some gurus out there, anonymity is the name of the game.  Some try to tell you,”No one can sue you if they don’t know who you are.” But you need to know that anonymity is a myth. In this day and age, no one is anonymous.  […]

Insurance when Property is Deeded to a Living Revocable Trust

Estate planners and financial planners keep up a constant call to use a living trust and avoid probate. Yes, the living trust works well to avoid probate, IF it is used properly.  In order to avoid probate, the trust has to own the real property that would […]

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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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