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Wills And Trusts

Do-It-Yourself Wills and Trusts

Learn the Simple LEGAL Secrets

Known Only To The Top Attorneys!

  • Even If You Know NOTHING about Estate Planning or Asset Protection…
  • Even If You Only Have a Limited Education…
  • Even if you’ve never heard of Trusts, Corporations, LLCs, or other legal stuff…

You can protect yourself, your family and your business. Implement these strategies today.

Now you can learn how to be part of the country’s 1% elite that actually Gets It Right!

I have never met a wealthy person who didn’t have most of these tools already in place. Tools such as the Revocable Living Trust and Limited Partnerships have traditionally been used only by the wealthy, because they’re really expensive to set up properly.

Now you can enjoy all the tax savings, asset protection, and estate planning benefits previously reserved only for the rich.

  • Learn How to Use Lawyers, and Not Be USED BY LAWYERS

Stop getting raped by fat cat lawyers. You feel like you have no control over the process. I teach you how to either bypass the lawyers altogether or at least be a smart consumer when you deal with them. In fact, I teach you how to pick lawyers and bargain with them.

  • Learn to Spot the Pitfalls in Asset Protection and Estate Planning

Don’t get ripped off by crooked attorneys who write themselves into your family’s financial future. (Yes, there are some bad attorneys. The sad part is 95% of the lawyers give the other 5% a bad name.) You don’t want YOUR estate plan to become THEIR retirement plan. I’ll teach you what to watch out for so you get what is best for you.

Now you can have this same knowledge and protection for a fraction of the cost:

Introducing the NEW…

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  • Shield Your Assets
  • Keep more of what you earn
  • Protect your identity
  • Pass your estate to your heirs

Accumulation and Preservation of Wealth

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I GUARANTEE THIS SYSTEM with a 30 day money back guarantee. No questions asked. But you’re going to love it. I have literally thousands of satisfied users of this course to prove it!

Take Charge of Your Own Self Protection Plan


Using the Personal Protection Power of Estate Planning and Asset Protection…

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The Accumulation and Preservation of Wealth System includes the training you need to set up your own powerful Estate Plan and other important Asset Protection Strategies. It comes complete with step-by-step audio instructions and planning ideas that provide an entertaining explanation of the entire process. The entire system includes 3 printed manuals (over 500 pages) 15 audio CD’s and one data CD, including:

Personal Planning Package 9 CD Personal Protection System


personalplanningIt will guide you step-by-step on how to prepare your Revocable Living Trust, Durable Power of Attorney, Last Will, and Living Will. The 9 audio CDs and 196 page workbook show you where you need to edit forms to make them work for your specific situation. These are not just fill-in-the-blank forms. A simple fill in the blank form is no good to you. These forms will be adapted to your needs. Don’t worry, you can do it. It’s easy when you have the Accumulation and Preservation of Wealth System.

Business Planning Package 3 CDs

businessplanningGuides you through creating and maintaining the appropriate business structures, including making decisions on whether to use a corporation, limited liability company, limited family partnership, etc. Lee teaches you to use these structures properly to legally shield your assets and plan for maximum tax savings. Your business is your most important tax shelter. You will be able to make an extra $10,000 plus this year. The 3 audio CDs are accompanied by a 202 page workbook.

Flexible Benefits Package 3 CDs

flexiblebenefitsYou may be familiar with the 401(k) as a retirement planning tool. What you don’t know is you can have a 401(k) that you establish yourself. You don’t have to have a broker, banker, insurance dude, or anyone else establish the plan for you and hold your money. A 401(k) isn’t like an IRA. You don’t have to have an independent IRA trustee. The 401(k) is governed by the 401(k) trust agreement, and you can be the trustee. All you have to do is have the paper work – the plan documents. The Flexible Benefits / Retirement Savings Plan System gives you the plan documents. Additionally, it has all of the plan documents for the new HRA plans. Make all of your “health related” expenses TAX FREE, and put away tax deductible dollars today for your future health expenses. The CDs explain exactly what you need to do. That will effectively give you an extra $5,000 or more in spending money each year. Learn to save thousands in taxes while putting away money for your own retirement and health related expenses. Package includes almost 4 hours of audio CDs and a 354 page workbook with complete samples. All the plan documents are on a computer CD!

Internet Special – Click for Special Pricing…

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* FREE SHIPPING IN THE U.S.
* Sales tax of 6.85% applies to shipments to the state of Utah

All orders are shipped UPS within 2 business days!
Most orders should arrive within 5 to 7 business days.

Personal Protection Library of Documents and 11 hours of Audio Instruction

personalprotectionA complete set of documents on a computer CD-Rom so you can easily edit them, including:

  • Revocable Living Trust - the special AB Trust provisions for married couples looking to retain each of their estate tax exemptions. The audio CDs give you little known techniques to let you protect assets and plan to stop black widows after either you or your spouse dies. Also, the Qualified Terminable Interest Property Trust (QTIP Trust) is included for limiting the distribution of assets by the surviving spouse and addressing the black widow issues.
  • Last Will and Testament – whether you decide to just create a will without creating a trust, or if you are integrating a will with a Living Revocable Trust, a will is essential to your estate planning goals even if you have a trust.
  • Living Will – make sure the medical community understands your real wishes when it comes to keeping your body alive when your brain is not.
  • Durable Power of Attorney – Make sure someone has the authority to take care of your personal matters if you become incapacitated. You have a 500 percent bigger chance of being incompetent or incapacitated next week than you do being dead.
  • Children’s Trust - Placing assets into a children’s trust (such as your office equipment, etc) can protect it from creditors and remove it from your estate. Plus, you can move money to the children and save the taxes on that money in many cases. (Let me let you in on a secret. An attorney will call this trust a 2503 trust – you don’t even need children.)
  • Life Insurance Trust - Remove your life insurance from the IRS reach with this irrevocable life insurance trust. Yes, your life insurance is taxable, even though your agent said it wasn’t. People routinely lost half of their life insurance to the IRS. Save potentially hundreds of thousands in taxes.

Business Protection Library of Documents and 4 hours of Audio Instructions

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  • Corporation documents (Both C and S Corporations), including Articles of Incorporation, Bylaws, Waiver of Notices, Minutes of Organizational Meeting, Minutes of a Special Meeting Documents for simple Section 105 employee benefit plans, and an extensive 38 point checklist for making your Corporation holdup in court
  • Limited Liability Company documents, including Articles of Organization, Operating Agreement, Purchaser’s Membership Interest Certificate, and special checklist of Items to Review. The LLC is your most flexible business tool today.
  • General Partnership, a full agreement is included. Sixty percent of the population is in a General Partnership. You don’t want the liability of being in a General Partnership, but if you are going to be in one, use this document and define what you are doing. Learn how to tell if you are I a partnership already – you probably don’t even know you’re in one.
  • Family Limited Partnership includes agreement and Certificate of Limited Partnership Interests. This is a business tool for the family. It gives great asset protection, tax advantages and estate planning advantages.
  • Independent Contractor’s Agreement includes several examples of the agreements. Read them and use the one that best fits your situation. Without the document, you may think you are hiring the guy as an independent, but when there is a law suit, the presumption of law is he is your employee.
  • Real Estate Lease includes the kitchen-sink business lease. Its got everything including the kitchen sink. Take out the parts you don’t like, and you’ve got your lease left.
  • Equipment Lease, renting equipment to your own business is a neat asset protection tool and tax planning tool. You have to use the LLC or FLP, but it works.

Benefit Plans and Retirement Plans Library of Documents and 4 hours of Audio Instructions

flexiblebenefitsHealth Reimbursement Agreements (HRA), includes plan documents and summary plan documents for employee distribution. This is new law and can easily give you an extra $5,000 a year out of your little company. It gives you a full tax deduction for money moved from your company into the plan – how much? NO limit! It makes all of your “health related” expenses tax free. There’s no “use it or lose it rule.” This one is cool. NO independent administrator required.

Health Savings Account (HAS), includes plan documents and summary plan documents. If your company already has one, your insurance guy sold it to you. It lacks a lot of the benefits of the HRA, but use it. It is cool. The audio will give you all of the advantages and disadvantages. Learn how to use the one you’ve got.

125 Plans (also called Flex Plans or Cafeteria Plans), includes plan documents and plan summary documents, charts and trusts for administration. This is the plan that lets you do all of the medical, child care and other expenses tax free. The audio instructions lead you through the 5500 forms, discrimination testing and everything else.

401(k), includes plan documents, summary plan documents, 401(k) Trust Agreement, and shows you how to make your retirement fund grow fast. You don’t need your broker or insurance dude. You can be the trustee, put your money away, get a tax deduction, invest it basically anywhere you want, and make it grow tax free. This will let you get ahead financially a whole lot faster!

You have over $25,000 in legal materials in the three sets! Plus all the instructions that the attorneys never give away to show you how to make money and protect your assets using each document.

Just a simple estate plan and asset protection structure of this quality will cost over $6,000 using one of the big down town law firms.

PLUS

This isn’t something only you need to do. Your whole family needs to do this work. Accumulation and Preservation of Wealth is copyrighted, but it comes with a special license to let you use it for your whole family.

Using the full Accumulation and Preservation of Wealth System, you will have a better estate plan and better asset protection in place, because you’ll actually understand it (and understand what it will take to actually make the document make more money for you and protect your assets).

The major reason most estate plans and asset protection plans do not end up doing what they were supposed to is simply because they were not used and maintained appropriately. That goes for the Revocable Living Trusts not avoiding probate, and small businesses (Corporations and LLCs) not really protecting the owners.

And now, receive over $2,500 in EXTRA BONUSES!

* BONUS #1: A $19.97 value Basic Personal Planning e-book

Guaranteed Millionaire (e-book edition)

Learn about the revocable living trusts / family tru sts. This book will get you started quickly; you’ll get a downloadable copy of Lee’s Time-Warner Book-of-the-Month Club book in e-format! The hard-copy version of this book is sold on Amazon.com and in book stores.

This book will give you a great foundation of the concepts and terminology of estate planning and asset protection. This 337 page e-book is in Adobe PDF format, and is viewable on any Windows or Mac computer system. It may also be printed on your home printer. Review it while you are waiting for the rest of your Accumulation and Preservation of Wealth System to arrive by UPS.

Book Description: Guaranteed Millionaire provides you w ith one of the best opportunities to double your wealth and family assets. This book will show you step by step everything you need to know to easily turn your family estate into accumulated riches. Protect your wealth from tax collectors and greedy lawsuits, plus the ravages of divorce, illness, and accidents. Reduce or eliminate probate and taxes entirely. Understand the secrets lawyers use to build wealth and protect their clients. Includes a foreword by radio’s Bruce Williams, ten asset protection tips anyone can use to protect against lawsuits or financial grief, sample legal documents, and a glossary of terms.

* BONUS #2: A $99.95 value — Personal protection from identity theft

Winning the Identity Theft War

Winning the Identity Theft War is a self identity theft protection system. Written by attorneys Lee R. Phillips and Kristy Phillips, this package provides a comprehensive overview of how to protect you and your family from the growing problem of Identity Theft. A 60 minute audio CD, 93 page workbook, and data forms CD provide everything you need to begin shielding yourself. Also included are step-by-step procedures that you need to take if your identity has already been stolen. This package alone sells for $99.95 on IDTheftKit.com.

* BONUS #3: An $875.00 value!

Personal Consultation living trust Attorney Support from Legalees Corporation

Upon ordering the Accumulation and Preservation of Wealth System, you’ll receive up to 5 hours of attorney support from Legalees Corporation to answer all of your questions about the Accumulation and Preservation of Wealth System. While the course is designed to be very user friendly, we understand that you may have questions about the course and the documents that you will be using.

Normally, consultation with a good attorney would cost you over $175 per hour! (Lee actually charges $375 per hour.) But as a new student of Legalees Corporation, this $875 value is included with your purchase of the APW system.

* BONUS #4: A $1600.00 value!

Family Licensing Rights

Once you begin learning about protecting yourself, you’ll want to share the information with your family. As a limited bonus, we are now extending you and your immediate family FULL AND COMPLETE USE of the documents for setting up their asset protection plans. This includes your parents and your children!

Internet Special – Click for Special Pricing…

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* FREE SHIPPING IN THE U.S.
* Sales tax of 6.85% applies to shipments to the state of Utah

All orders are shipped UPS within 2 business days!
Most orders should arrive within 5 to 7 business days.

Protection Successfully Proven By Thousands

The Accumulation and Preservation of Wealth System has been used successfully by thousands of people to preserve their wealth using the System’s powerful legal documents. Whether your goals are to pass your assets to your children without the long probate process, or to protect your property from financial tragedies, the Accumulation and Preservation of Wealth System will save you thousands of dollars, even if you use your own attorney, because the System shows you how to pick attorneys and bargain with them.

You can do it yourself or use the attorneys – not be used by them. And in fact, you’ll end up with a much better estate plan and asset protection plan than you’ll get by just walking in and blindly saying, “Here I am Mr. Attorney. Set me up!” You’ll get what you just asked for – a set up.

The fact of the matter is, nobody will care more about correctly establishing your estate and asset protection plan than YOU!

All Attorneys are Not Equal

Fortune Magazine ran an article a few years ago that said your chance of finding an attorney who can set up a good Revocable Living Trust is only about 1%.

Let’s face it, no attorney is going to care enough to take the time to really create your documents with all the necessary details unless 1) he is part of your family, or 2) you know exactly what you need up front AND you are willing to pay thousands of extra dollars to get it.

Why take any chances?

The Accumulation and Preservation of Wealth System offered provides everything you need to make sure you get a good Living Trust that does what YOU want it to. Lee R. Phillips has helped thousands of people get what they want. He has put together for you the full set of documents used in his own office.

He also shows you how to use these documents in a complete set of reference materials that can be used by you and your family for the ultimate protection and peace of mind. (All of the audio CD instructions are indexed, so you know exactly where to go to get the information you need.)

But Will These Strategies Work In My State?

Absolutely! The Accumulation and Preservation of Wealth System has been used successfully by tens of thousands of Lee’s students across the country. It is based on Federal Guidelines in order to make it compatible with every state. If your estate is worth over $2 Million, then we do recommend starting with this System and then having a good local attorney review your work (tax rules on large estates are very exacting, and a lot of money is on the table, but never just blindly trust the lawyer. Make sure you know what is being done and why!)

In the CD audio instructions, I will tell you where to look for the differences in your state. Where do you file your documents – the state, county or city? How many witnessed do you need for a will? Is there a tax on transferring property to a living revocable trust? (The answer is no, but some states require notification be given to the property tax department.) How do you use a homestead exemption, and which states have good ones?

Internet Special – Click for Special Pricing…

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* FREE SHIPPING IN THE U.S.
* Sales tax of 6.85% applies to shipments to the state of Utah

All orders are shipped UPS within 2 business days!
Most orders should arrive within 5 to 7 business days.

Think about it, you could keep putting off this important legal work that EVERYONE needs to get done, or you can get the best proven asset protection system on the market today for a fraction of the cost of hiring an attorney, and you’ll end up with a better plan, because you’ll UNDERSTAND IT. Keep in mind that myself and the other attorneys at my office are here to support you with this educational material should you have any questions.

To Your Success,

leerphilips_sign

Lee R. Phillips

P.S. What about a Money Back Guarantee?

satisfactionguaranteedI’m so positive that you’ll find the information in your Accumulation and Preservation of Wealth System valuable, that I back it up with a 30 day “No Hassle” Money Back Guarantee on the Product. Just return the system in good condition and I’ll be happy to refund your purchase price less credit card fees and shipping costs.

P.P.S. Stronger bonuses than ever!

As a marketing test, the bonuses we’ve assembled this time are more valuable than anything we’ve offered in the past, and may be withdrawn at any time. Remember that ordering TODAY will insure that you’ll receive your 4 valuable bonuses: that will enhance your asset protection strategies.

Still have questions? Here’s just a small sample of what you’ll get in the APW System:

Probate

  • What probate is, how long might it last, and how much it could cost you Common ways people try to avoid probate, and why most of them are just BAD IDEAS!
  • How to avoid probate the CORRECT WAY!
  • When to actually use probate to your advantage (but only if you decide to)

Joint Ownership

  • The tax consequences of joint ownership. Don’t put yourself in jeopardy with the IRS making huge common mistakes
  • How to ‘undo’ your past bad decisions of joint ownership
  • Why you should NEVER put anyone else’s name on your property, maybe NOT EVEN YOUR OWN SPOUSE

Wills

  • How to certify your Will so it is legal all 50 states
  • Make your Will “self-proving,” so it can’t be challenged after you die
  • The advantages and disadvantages of a Holographic Will
  • Learn the common misconceptions of Wills and probate
Trusts

  • Revocable Living Trusts (also called Family Trusts or Inter Vivos Trusts)
  • Why 90% of Revocable Living Trusts out there DON’T avoid probate, even though the lawyers said they would
  • How to create and use my “iron-clad” trust documents that absolutely will avoid probate
  • How to properly FUND YOUR TRUST. Even attorneys give people wrong advice on this one…
  • The proper way to name your trust. Do this wrong and you could be setting yourself up for problems
  • How to structure your trust to properly handle a remarriage after your spouse dies. Don’t let the new Black Widow spouse end up with everything (leaving your kids without a dime!)
  • Who must you “file” your trust with?
  • The phrases you need in your Trust so the Bank will immediately deal with your heirs
  • What powers should you give your Trustees?
  • The paragraph your trust needs to prevent your beneficiaries’ shares from being attacked in lawsuits.

Estate Taxes

  • Several ways that could save your family over $100,000 in Inheritance Tax, legally, with the “stroke of a pen”
  • How to use an A-B trust provision to make sure both you and your spouse’s deduction are recognized by the IRS
  • Give your family over $700,000 extra dollars or get an extra $700,000 from mom and dad.

Asset Protection

  • Personal Protection from Liability
  • What is a Fraudulent Conveyance? Structure your paper-trail so predatory creditors will have a difficult time getting your assets
  • Designate your property ownership the “right way”, so your assets are shielded from professional liability
  • What is “deferred liability” and why you should be concerned?
  • Business and personal structures to go right out and around legal problems
  • How to pass your business on to your heirs.
  • Protect your business from its most common attackers – the employees

The 16 Things You Must Do In Your Corporation to Prevent Being Personally Liable (i.e. to keep from having your “corporate veil” pierced). What will the Judge ask you?

  • Find out the correct Business Entity for you… set it up… and begin using it CORRECTLY
  • Discover why over half the population may be unintentionally running a General Partnership, and the HUGE risks associated with them
  • Do you really need a Nevada or Delaware Corporation? Find out if the extra cost and work is necessary from the perspective of a litigation attorney.
    Discover the extra benefits of Limited Liability Partnerships and Limited Liability Companies (LLP and LLC), and why Litigation Attorneys may shy away from suing one
  • Why the majority of business owners end up being personally liable, even though they were sure they were protected…Avoid these pitfalls to protect yourself.
  • What are the weaknesses of Family Limited Partnerships? When should you really use them?
  • Set up and use your own IRS approved retirement plans such as 401K, welfare benefits plans, and more…

Identity Theft

  • Identity Theft Protection (limited time Bonus)
  • How does the identity thief find you, and how do you shield yourself?
  • Simple things you may be doing every day that put your identity at risk
  • How to clean up the mess if you are stung by identity theft. Step-by-step instructions.

Internet Special – Click for Special Pricing…

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* FREE SHIPPING IN THE U.S.
* Sales tax of 6.85% applies to shipments to the state of Utah

All orders are shipped UPS within 2 business days!
Most orders should arrive within 5 to 7 business days.