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Personal Planning

Start-Planning-EarlyPersonal planning starts by creating an estate plan. No one lives forever, and those who prepare ahead can not only protect their assets for the future, but set up systems to effectively use, protect, and grow their value NOW. Effective planning requires understanding of the many tools of wealth that are available to everyone.

Personal Planning Advice and Helps Links:

Asset Protection

Estate Planning Basics

Family Limited Partnerships

Inheritance and Estate Planning

Inheritance Tax and Estate Laws


Four Pillars of a Basic Estate Plan:


Social Networks



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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