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Financial Planning

Estate Planning Mistakes to Avoid

Estate planning mistakes are something I see all too often in my job as an attorney. It seems like weekly I have a client come into my office with an “estate plan” that is going to solve all of his problems. Usually it is, NOT SO!! Most

Self-Directed IRA Custodian – Choose Wisely

Self-Directed IRA Custodians are not all created equally. You need to carefully check out your self directed IRA custodian. I have seen a number of cases this past year where the IRS is coming after people because of what they have done with their self directed IRA.

What’s the advantage of a Roth IRA and a Standard IRA?

Should you get an IRA? OF COURSE! But which one should you get is the question? The never ending debate has always been between a standard IRA and a Roth IRA. With a Roth IRA, the money you put in gets taxed when you put it in. When you put money in a standard IRA, […]

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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