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...
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

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

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

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

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.
And now, receive over $2,500 in EXTRA BONUSES!
- BONUS #1:
A $24.95 value
Protecting Your Financial Future (ebook edition)
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
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. 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.
- BONUS #3:
An $875.00 value!
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
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
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.
What about a 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 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?
"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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