I’m Lee R. Phillips and I have been speaking about Living Revocable Trusts, limited partnerships, corporations, LLCs, and lots of other legal tools, for many years and I’ve been practicing law for over 28 years now. But very early on in my career, I was diagnosed with terminal cancer and given 3 weeks to live. After a long battle I finally beat the cancer. But I didn’t work for 2 years!
…and my medical bills were staggering…
Now remember, I was already an attorney and I still got taken to the cleaners by the legal system and various creditors.
I was furious about what the legal community was doing to people!
In fact, my wife Kristy was so frustrated from dealing with the legal and medical battles that she may have gone a little overboard: she went to law school and became an attorney also!
After seeing first-hand the effects of financial tragedies on my family, I have since dedicated my career to helping people do the simple legal paperwork that can make all the difference in the world when financial tragedies such as death, divorce, taxes, lawsuits and illness strike.
Asset Protection, Tax Planning, and Estate Planning strategies have been my life ever since. Besides writing several books on the subject, I now travel the country speaking to groups about how simple legal documents can wield enough legal power to protect you from the tragedies.
People pay thousands of dollars to attend my seminars throughout the country. I also have a successful law practice which uses the exact same documents you’ll get in the Accumulation and Preservation of Wealth (APW) System.
How I Got Started Speaking on Asset Protection.
Many years ago, I did a personal and business asset protection and tax plan for a very wealthy businessman/real estate investor/entrepreneur. You might know his name if I told you.
I designed the basic foundation, and put some bells and whistles on it. His bill was a little over $10,000. He paid me and went away happy. A few weeks after I did all the legal work for him,
he came back into my office.
He said, “Lee, setting up these legal documents is really important, isn’t it?”
I said, “Of course it is.”
He said, “People don’t use these legal documents. They don’t have the legal foundation you talk about, and that’s why they don’t get rich isn’t it? I mean it’s so important,
that NOBODY should be without it…”
I nodded.
He said, “Lee, do you think you could give people the legal tools they need and teach them how to use the tools to make money and protect themselves?”
After some thought, I said, “Sure, I can do that.”
So, I started to write and then I started to speak. I have taught exclusive seminars in all but two states. I have taught over a half million people in live events how to protect their assets,
make more money using the law, and set up their estate plans.
I have created, and over the years refined, an easy to use “Plain English” document preparation system so you can understand and use the tools rich people use.
You don’t have to pay tens of thousands of dollars to the lawyers and accountants to get the asset protection and tax breaks you deserve.
“But What Will I Learn From Your Personal Protection System?”
- You’ll be able to make an extra $10,000 or $20,000 this year and protect your assets if somebody tries to take them away from you.
- You can master what I call the “Tools of Wealth” and build a legal foundation to build your fortune on.
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 Wills
- 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 give You Thousands extra!
- Over 25 Years of Study, Research and Fine-Tuning
I’ve spent most of my legal career studying asset protection, estate planning, and tax planning strategies. Ever since my battle with cancer,
I wanted to know everything there was about protecting myself and others from the tragedies that will take you down including Death, Divorce, Taxes, Lawsuits, Identity Theft
and Accident/Illness.
I have created a system of documents for my office that has protected hundreds of the wealthier people in my own area. My clients pay from $5,000 to $10,000 or
more to set up this type of protection. In your home town, a large law firm could charge more than that and it would still be worth doing. As a 1st Choice Family Solutions client,
you get it for only $1999.
"Guaranteed Millionaire" discloses the legal loopholes attorneys and their super rich clients use to make money. They use the law and legal tools of wealth to leverage what they
do and create more money. There’s no risk, or funny investments. With your "Guaranteed Millionaire", you’ll get a 90 minute DVD that shows you even more of the money making tools
the rich use. You can’t build a house from the roof down. You can’t build a fortune from the roof down either. "Guaranteed Millionaire" is your foundation and key to wealth.
Most people never get rich, because they never lay a foundation to protect what they make and position themselves to make even more.
In the lawsuit-crazed society of today, making money is not enough. You have to protect what you earn, or somebody will take it away from you.
People make it and lose it over and over again as they go through life. If you can just avoid one or two of the legal traps my book shows you how to get around, it could make the
difference between retiring and being able to go on the cruise; doing whatever you want, or retiring broke on social security and finishing out your life in a state of worry.
"Guaranteed Millionaire" will show you how to use the tax laws to stop your annual April blood bath. If you ever hope to be rich, you have to control your tax losses.
"Guaranteed Millionaire" gives you 9 ways to make more money off the IRS. They are simple. You do not need a lawyer. All you need to do is have someone “crack the door”
and let you see how the lawyers make their money using the law. Oh, there is no question, the lawyers soak their rich clients for the information "Guaranteed Millionaire" gives you.
But Lee and Kristy are not just average lawyers. The law dealt with them harshly when they were vulnerable, so they want to make sure you do not fall into the trap they fell into,
and they are more than happy to help everyone understand the legal paths to wealth that lawyers have developed. No, they are not always popular in the legal profession, but as
counselors to the United States Supreme Court, they are hard to dismiss.
Guaranteed Millionaire is a great read. It is not your “stuffy financial book.” If you get a peak as to how this works, you’ll quickly understand. Lee and Kristy lay the law down in plain
terms anyone can understand. The first version of "Guaranteed Millionaire" was entitled "Trust Me". It was a Time Warner Book-of-the-Month Club Book, which means every book
club should read it. It is also one of the few books that carried the Certified Financial Planner’s logo, showing it is approved for continuing education for CFPs. It is technical, but easy
to read. That’s a winning combination.
What the Media is Saying about The Pre-Release of Guaranteed Millionaire
“The authors have the talent for making the complex simple, and the book is an easy read.”
— Independent Publisher
“The book is written very personably and humorously…makes me want to recommend the book to clients and to planners…”
— John Murtfeldt, MBA, CFP
as reviewed in the NAPFA Advisor
“Guaranteed Millionaire contains essential information to help readers avoid very common, yet unnecessary and expensive, legal problems.”
— Nancy Bliss, Business Editor
Daily Herald
“…highly recommended reading…”
— Midwest Book Review
“Your personal story make your words of wisdom all the more meaningful!”
— Carole Marks, Radio Host
Senior Focus
“Unlike other books on this subject, I wouldn’t be surprised if you read this book cover to cover in one or two sittings.”
— Bruce Williams, Radio Host
America’s Most-Listened-To Nighttime Radio Show
“The book offers practical information which makes it easier to make the choices we all have to make…”
— Mary Uptergrove, MBA
Antelope Valley Press Business Editor
“Packed with personal anecdotes and other real-life examples, it includes tips that readers can employ immediately as well as practical long-term
advice on cutting or eliminating estate taxes, protecting your home from lawsuits, and avoiding probate.”
— Howard Rothman, Amazon.com
Business and Investment Editor
“Even if you plan on having your attorney draw up your will along with advising you on trusts and other matters, I still recommend that you read this book.”
— Sharon Tucci, Editor
All About Money
Sell your real estate and get another piece of real estate without paying any tax? That’s an old trick with 1031 exchanges. Did you know you could sell your real estate, not pay the tax,
and not end up with another piece of real estate? Our clients who left the real estate industry without paying the tax, are sure happy today. Get a new look at 1031, because we’re
not using your mother’s 1031. In fact, the audio CD is entitled: This Isn’t Your Mother’s 1031 Exchange.
There are tons of ways you can use law IRS Code Section 1031. You can buy your new piece of property first, then sell your old property.
You can exchange bulls for bulls (not for cows, because they’re not “like kind”). 1031 has been the sweetheart trick of real estate investors for decades.
They can sell one property and get another one without paying the tax.
I recently handled a case where a rancher wanted to trade his $3 million ranch for a $1 million dollar ranch. The way it was structured, he was going to get his $1 million
dollar ranch and about $250,000 in cash. There was debt to pay off, and a bunch of other factors that had to be considered. I restructured the deal for him, using my
proven methods, and the result was amazing. He got his $1 million ranch, some cash and almost $1.8 million in other cash generating non real estate assets. He had what
he wanted and had a healthy cash income every year for the rest of his life. Which deal would you want? There was a substantial tax that would have been paid under
the first plan the “1031 people” had gotten him into. After my restructuring, there wasn’t any tax to pay. If you are considering selling a property, whether you want
another property or you want out of the real estate ownership headache, you would do well (maybe an extra million dollars well) to get my 1031 CD.
Giving money to life insurance companies may be one of your biggest continuous cash drains. If you feel your skin crawl when you hear, “Trust Me! I’m your insurance agent,” I can help.
My CD, How to Evaluate a Life Insurance Policy, shows you the ins and outs of life insurance. Life insurance is actually the sweetheart of the IRS code. Yes, it is a critical part of your
financial structure, but you must know what you are doing. The problem is that many people get "taken to the cleaners" by the insurance agent, and then the insurance company
finishes the job by wringing out your last dime.
Did you know that you could be getting twice the insurance for the same dollar, using the same policy? Are you “investing” using insurance policies? Investing using a life insurance
policy could actually be a really great deal, because of the tax advantages! Did you know that if your insurance agent does a good job for you, he doesn’t make hardly any money?
Whose interest do you think he really has in mind? My CD, How to Evaluate a Life Insurance Policy, gives you an unbiased lawyer’s analysis of life insurance.
- How to buy it.
- What to look for, so you don’t get taken.
- How to make a life insurance policy mimic a Roth IRA.
- How NOT to lose your shirt trying to do it.
- And importantly, which insurance companies are going to survive these economic tough times?
This is all the important stuff your typical agent can’t tell you or won’t tell you so you’d better find out for yourself.
Before giving more money to life insurance companies, wouldn’t it be worth spending a few minutes with me, learning about the ins and outs, hidden traps, and cash
cows of the insurance industry? Whether you are buying your first term policy, or you are deep into using life insurance as a “non qualified retirement plan,” you need to know
what your agent isn’t telling you. Order the How to Evaluate a Life Insurance Policy CD now! It’s only $15.99 through 1st Choice Family Solutions, and it may save you a ton of money.
In today’s economy, securing one’s future can be a challenge. Many things can get in the way that could disarm you financially in a snap, if you’re not careful.
Approaching the golden years is specially a point of concern that needs planning and preparation. The earlier you start, the better.
Didn't you ever wish that there was some kind of help on how to do that without costing you a fortune?
This flexible benefits investment is just what you need to make your retiring years a worry-free experience.
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. This program includes 3 audio CDs and a
354 page workbook with complete samples.
Accumulation and Preservation of Wealth System:
A Complete System for Creating Your Own Asset Protection
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 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 by making huge 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 in 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?
vThe 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