Asset Protection and Estate Planning

Estate planning

Revocable Living trusts

Accumulation and Preservation of Wealth Order Page
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Take Charge of Your Estate Planning ...

APW Estate Planning and Asset Protection system The LegaLees Accumulation and Preservation of Wealth System includes the training you need to set up your Estate Plan and other Asset Protection strategies. It comes complete with step-by-step recorded discussions that provide an entertaining explanation of the entire process. The entire system includes 15 audio CD's and a data CD, including:

  • Personal Planning Package - 9 audio CDs that walk you through step-by-step how to prepare your Revocable Living Trust, Durable Power of Attorney, Last Will, and Living Will. The CDs and 196 page book show you where you need to edit forms to make them work for your specific situation.
  • Business Planning Package - 3 audio CDs that guide 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. Accompanied by a 202 page book.
  • Flexible Benefits Package - 3 audio CDs that teach you how to use 401K and other IRS benefits programs in your own businesses in order to maximize your tax savings and retirement planning. Includes a 300 page book with complete samples to follow along with the CDs.
  • A complete set of documents on computer cd-rom so you can easily edit them, including:
    • Revocable Living Trust (including the special AB Trust for married couples looking to retain each of their estate tax exemptions, protect assets, or to better plan for their heirs under a second marriage)
    • Last Will and Testament
    • Living Will
    • Durable Power of Attorney
    • Children's Trust - Protect your business equipment from creditors and remove equipment from your estate.
    • Life Insurance Trust - Remove your life insurance from your estate with an irrevocable life insurance trust. Save potentially hundreds of thousands in estate taxes.
    • Business organization documents including: General Partnership Agreement, Subchapter S Corporation, Family Limited Partnership, Corporation, Independent Contractor's Agreement, Consultant Agreement, Real Estate Lease, and Equipment Lease
    • and more...

financial planner self "Lee, in my opinion, is the leading estate planning and asset protection expert and author of our time and much of our client's success are due to his teachings.
He and his system are well proven by thousands of his students. And he doesn't miss a single tip, trick, secret, or strategy in achieving amazing results. What's more, his information is offered in an easy-to-understand and easy-to-follow format".

Clark S. Gardner, CPA


Here's just a small sample of what you'll learn from 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 welcome and use probate to your advantage (but only if you decide to)
  • Joint Ownership
  • The tax consequences of joint ownership. Don't put yourself into jeopardy with the IRS making these 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 will always work in all 50 states
  • Make your Will "self-proving", so the witnesses don't have to be tracked down after your death
  • The advantages and disadvantages of a Holographic Will
  • Learn the common misconceptions of Wills and probate
  • 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 later remarriage. 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
  • 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
  • The 16 Things You Must Do In Your Corporation to Prevent Being Personally Liable (i.e. to keep from having your "corporate veil" pierced). Find out what the Judge will 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 guest 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 I really use them?
  • Set up and use your own IRS approved retirement plans such as 401K, welfare benefits plans, and more...
  • 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.

And believe me.... this is just the beginning! The Accumulation and Preservation of Wealth System is so much more.

No Matter What Your Goals Are, You Can Start Using This Powerful Personal Protection System RIGHT NOW To Begin Safe-Guarding Yourself and Your Family.

Of course, you may be saying to yourself, "Sure, Lee, maybe YOU can understand all of that legal mumbo-jumbo, but you are an attorney, but what about me"?

That's a good question. The good news is this system was designed for "regular people". In fact, 95% of my students are "regular people": teachers, students, parents, business owners, musicians, accountants, real estate investors, and financial planners. Everything is written in plain language, and explained extensively.

WHAT THIS SYSTEM IS NOT...
This system does NOT contain risky strategies that would have you lose control of your assets. This system is NOT based on off-shore trusts that could forfeit your assets to the whims of foreign countries. And this system WILL NOT get you into trouble with the IRS, as every tax saving strategy is based on IRS code and legal precedence.

EVERY aspect this system teaches is completely legal and well-proven by thousands of people around the country.

Lee,
I attended your seminar in St. Louis last year and purchased your APW system. It feels great to know that I now have all my mother's estate in order. When she passes, I'm confident that there will be NO PROBATE and no estate taxes. I just wanted to thank you for making things so easy.

Marilyn Jensen
St Louis, MO



...using your business strategies, I was able to finally start my own company (a Limited Liability Company). Your materials made it simple! I am now setting up Revocable Living Trusts for myself and my parents. Thanks again.

Norman Hughes
Billings, MT


The Super Wealthy don't lose half of the family wealth
when the patriarch and matriarch die.


THEY OFTEN DON'T PAY ANY ESTATE TAX!


Why Should You Lose One Dime To Taxes
when you or someone in your family dies?


The same laws that protect the super wealthy estates from estate taxes are available to you to protect your estate from the tax trap.



Save yourself over $4,000 Doing Your OWN Planning

Estate planning and asset protection of this quality will cost over $5,000 using a law firm. Using this 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 keep it current and effective). 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:  Winning the Identity Theft War - 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. The 60 minute audio CD, 93 page workbook, and data forms CD provide everything you need to begin protecting yourself. Also included are step-by-step procedures that you need to take if your identity has been taken already. This package alone sells for $99.95 on IDTheftKit.com.
  • BONUS #2:  Up to 5 hours of email or phone support from the attorneys at Legalees Corporation who can answer questions you may have about any of the documents. Though the course is designed to be very user friendly, we understand that you may have certain questions about the course and the documents that you will be preparing. Normally, consultation with a good attorney would cost you over $175 per hour! But as a new student of Legalees Corporation, this $875 value is included with your purchase of the APW system.
  • BONUS #3:  Licensing rights to allow you and your immediate family full and complete use of the documents for setting up asset protection plans. This includes your parents and your children!

Estate Planning Successfully Proven By Thousands

APW Do It Yourself Estate Planning and Asset Protection The Accumulation and Preservation of Wealth System has been used successfully by thousands of people wishing to preserve their wealth through 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, this System provides an excellent value compared to having it set up directly by an attorney. And in fact, you'll end up with a much better estate plan than paying to have an attorney 'set you up'.

The fact of the matter is, nobody will care as much about correctly establishing your estate and asset protection plan as much as you!

All Estate Plans and 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%.

Lee R. Phillips is a a nationally renowned expert in the field. He has put together a full set of documents used in his own office. He also has added the knowledge of 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.

This IS work you should do for yourself !

And 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 are willing to pay thousands of extra dollars to get it.

Works in all 50 States

This system has been used successfully by thousands of people across the country. It is based on federal guidelines in order to make it compatible with every state in avoiding probate. If your estate is worth over $1.5 Million, then we recommend starting with this kit and then having a good local attorney review your work (some tax rules on large estates exist in some municipalities).

Order now for $2,999.00
Click to order at new pricing

* Shipping is $10 per system to USA addresses, $20 to Canada
* Sales tax of 6.25% applies to shipments to the state of Utah

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

 

P.S.   100% Money Back Guarantee

We are so positive that you'll find the information in your Accumulation and Preservation of Wealth System valuable, that we back it up with a 30 day "No Hassle" Money Back Guarantee on the Product. Just return the product in good condition and we'll be happy to refund the purchase price.


P.P.S.   Remember that ordering today will insure that you receive your three valuable bonuses:

  • Winning the Identity Theft War - Protect yourself from identity theft with this comprehensive course that helps you begin protecting yourself from the fastest growing crime in America.
  • Document Support from Legalees Corporation - You will be given special instructions for contacting Legalees Corporation free of charge (for up to 5 hours) to have any questions answered regarding your APW legal documents.
  • Family Use Licensing - Use the system not only for your own estate planning, but also for your parents and/or children.

** Special Licensing Available: If you are an attorney or financial planner looking to use the Accumulation and Preservation of Wealth System in your own practice, Contact Us for special licensing costs.

 

sp. Revokable Trust

aka Inter Vivos Trust

learn to plan with revocable living trusts
Estate Planning
Revocable Living Trusts
Self Protection
How to Avoid Probate
Estate Taxes and
Gift Taxes
Joint Tenancy
Last Will and Testament
Living Wills
Durable Power of Attorney
Estate Planning Terms
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Lee R. Phillips
Lee Phillips - estate planning attorney and speaker

Estate planning attorney and renowned national speaker Lee R. Phillips reveals the valuable information that will protect you and your family from costly probate, estate taxes, lawsuits, and other mishaps of our legal and financial system.

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