Lee Phillips

Accumulation and Preservation of Wealth System


Introducing the NEW
Accumulation and Preservation of Wealth System:
A Complete System for Creating
Your Own Asset Protection

The Accumulation and Preservation of Wealth System (APW) is a set of Audio CDs, Workbooks, and data CDs packed with information for getting your life in order...legally speaking.

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). What will 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 you 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 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.

The good news is this system was designed for "regular people". In fact, 95% of his 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 asset protection 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.

Take Charge of Your Own Self Protection Plan

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

Do it your self accumulation and preservation of wealth The LegaLees 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 recorded discussions that provide an entertaining explanation of the entire process. The entire system includes 15 audio CD's and one data CD, including:

  • Personal Planning Package 9 cd personal protection system
    Guides 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.
  • Business Planning Package 3 CD Business Planning package
    Guides 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. The 3 audio CDs are accompanied by a 202 page workbook.
  • Flexible Benefits Package Flexible Benefits Package - 3 CDs
    You may be familiar with the 401K as a retirement planning tool used by big corporations. As a small business owner, you also have the right to set up and administer your own 401K plan and other IRS benefit programs. Learn to save thousands in taxes while putting away money for your own retirement. Includes 3 audio CDs and a 300 page workbook with complete samples.
  • Document Library Personal Protection library documents
    A complete set of documents on a computer cd-rom so you can easily edit them, including:
    • Revocable Living Trust - including the special AB Trust provisions 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. Also, the ABC or Qualified Terminable Interest Trust (QTIP) Trust is included for limiting the distribution of assets by the surviving spouse.
    • Last Will and Testament - whether you decide to just create a will, or if you are integrating it with a Living Revocable Trust, a will is essential to your estate planning goals
    • 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
    • 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
    • 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 documents including:
      Corporation documents, including Articles of Organization, Bylaws, Waiver of Notices, Minutes of Organizational Meeting, Minutes of a Special Meeting Documents for employee benefit plans, and an extensive 38 point checklist for making your Corporation holding up in court
      Limited Liability Company documents
      , including Articles of Organization, Operating Agreement, Purchaser’s Membership Interest Certificate, and special checklist of Items to Review
      General Partnership Agreement
      , Subchapter S Corporation, Family Limited Partnership, Independent Contractor's Agreement, Consultant Agreement, Real Estate Lease, and Equipment Lease.
    • 401K and other benefit plans
    • and more...

    Save yourself over $4,000 Doing Your OWN Planning

    Estate planning and asset protection of this quality will cost over $6,000 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.

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

  • BONUS #1: A $24.95 value Estate planning ebook
    Protecting Your Financial Future (ebook edition)

    Learn about revocable living trusts / family trust To get you started quickly, you'll get a downloadable copy of Lee's Book-of-the-Month Club Protecting Your Financial Future! The hard-copy version of this book is sold on Amazon.com and in book stores.

    This book will give you a good foundation to the concepts and terminology of estate planning and asset protection. This 337 page ebook 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 System to arrive by UPS.

    Book Description: Protecting Your Financial Future provides you with 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

    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 System, you'll receive up to 5 hours of attorney support from Legalees Corporation to answer all of your questions. While 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 #4: A $1600.00 value!
    Family Licensing Rights

    Personal Consultation living trust 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!

Protection Successfully Proven By Thousands

APW Do It your self Estate Planning 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 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?

Lee's System provides everything you need to make sure you get a good Living Trust that does what YOU want it to. 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 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.

But Will These Strategies Work In My State?

Absolutely! This system has been used successfully by thousands of Lee's students across the country. It is based on Federal Guidelines in order to make it compatible with every state for avoiding probate. If your estate is worth over $1.5 Million, then we do recommend starting with this System and then having a good local attorney review your work (tax rules on large estates may exist in some municipalities). In addition, there are some sections of the audio that will recommend you check on the local laws for certain provisions.


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What about a 100% Money Back Guarantee?

Guaranteed SystemWe 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 system in good condition and we'll be happy to refund the purchase price excluding shipping costs.

But keep the ebook Protecting Your Financial Future as our special gift.

OK, WHAT EXACTLY WILL YOU RECEIVE?

You get the entire Accumulation and Preservation of Wealth System collection, containing:
Do it your self accumulation and preservation of wealth 9 cd personal protection system The Personal Planning Package
2 CD Business Planning package The Business Planning Package
Flexible Benefits Package - 3 CDs The Flexible Benefits Package
Personal Protection library documents The powerful Document Library, containing the document templates used by Lee in his own law firm.

AND all of the following bonuses:
Learn about revocable living trusts / family trust Protecting Your Financial Future (ebook edition)
Full downloadable copy of Lee's Book-of-the-Month Club Protecting Your Financial Future. You'll begin quickly learning about the concepts of Asset Protection and Estate Planning while you are waiting for the rest of your system to arrive at your door-step. This book is in Adobe PDF format and can be read (or printed) from virtually any computer.
$24.95 included in system
self identity theft protection system Winning the Identity Theft War
Protect yourself from identity theft with this comprehensive course that helps you begin safe-guarding yourself from the fastest growing crime in America. 2 CD Business Planning package
$99.95 included in system
Personal Consultation living trust Support from Legalees Corporation
LIMITED TIME OFFER: 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.

You'll get personal answers from attornies about any questions you have in constructing your asset protection and estate plan!
$875.00 included in system

Personal Consultation living trust Family Use Licensing
LIMITED TIME OFFER: Use the system not only for your own estate planning, but also for your parents and children.
$1600.00 included in system
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"What Will I Learn From Your Personal Protection System?"

Lawyers don't make guarantees very often.

But with this system, LEE GUARANTEES you'll learn how to use what I call the "Tools Of Wealth" to your advantage.

You'll learn about using powerful asset protection techniques, such as:

  • Creating and Maintaining LLC's and Corporations
  • Using Family Limited Partnerships
  • Separating your assets into different "legal pockets"

You'll learn how to use the powerful fundamental documents of estate planning such as:

  • Revocable Living Trusts
  • Durable Powers of Attorney
  • Living Wills
  • Testamentary Wills / Pour-Over Will
  • and many other powerful legal tools

You'll also learn how to:

  • Slash or eliminate estate taxes
  • Protect your home from lawsuits
  • Avoid probate
  • Save on income taxes
  • Avoid legal battles
  • Use lawyers, and not be used by lawyers
  • And implement many other strategies that will literally Save You Thousands

But there is something that will be more important to you...

If you learn the lessons of law in his system...
If you do the things I talk about...
And if you actually use these tools of law...

LEE GUARANTEES it will be worth every effort you make
just for the sheer peace of mind you will obtain.

Over 19 Years of Study, Research and Fine-Tuning

Lee spent most of his legal career studying asset protection, estate planning, and tax planning strategies. Ever since his battle with cancer, he wanted to know everything there was about protecting himself and others from the pitfalls of society including Death, Taxes, Lawsuits, Identity Theft and Illness.

He has created a system of documents for his office that has protected hundreds of the wealthier people in his own area. His clients pay from $5,000 to $10,000 or more to set up this type of protection.

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

 

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$1,999

 

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