Take Control of Your Life... Your Wealth... Your Peace of Mind
Protect Yourself From Life's Financial Tragedies:
Death, Divorce, Illness, Taxes, and Lawsuits
Lee R. Phillips (Asset Protection Specialist, Federal Tax Court Attorney, United States Supreme Court Counselor, Estate Planning Attorney, National Speaker and Renowned Author) has taught almost a million people like you how to:
- Safe-Guard Your Assets
- Keep More of What You Earn
- Pass Your Wealth Down Flawlessly to Your Heirs
- Cut Your Tax Bill by 20% to 30%
-
Avoid Getting Ripped Off By Attorneys
Don't Get Ripped Off By Attorneys...Learn to do this work yourself!
Using Simple Legal Documents
YOU CREATE Using My Fool-Proof System
Learn my Simple LEGAL Secrets
- Even if you know NOTHING about estate planning, asset protection, or tax strategies...
- Even if legal jargon is just plain "scary" to you...
- Even if you are not really sure what a living revocable trust is....
- Even if you've never had your own business, much less a corporation or limited liability company...
This is the complete tax planning, estate planning and asset protection system you have been looking for!
Have You Been Confused About Where To Start?
Let's face it...the legal system can be complicated!
ALL THE JARGON
Attorneys go to school for an extra three years to learn how to speak and write so you can't understand them...no joke! But does the language really have to be so complicated?
CONFLICTING INFORMATION
One so-called expert might say one thing... like add your child's name to your house to avoid probate when you die. While another suggests you never do that. Who are you supposed to believe?
THE EXPENSIVE "SET-UP"
You might pay thousands of dollars to an attorney for JUST ONE legal procedure, such as formation of an LLC, creation of a trust, or drafting a lease agreement. Lawyers charge for everything! But will the documents you get from a lawyer or the legal internet sites really do what they are supposed to? Is the attorney somehow writing himself into your future. Are you being "Set Up" for future costly expenses?
ARE YOU REALLY AT THE MERCY OF THE LEGAL SYSTEM?
It seems no matter what you do or where you turn, every time you get involved with the legal system someone will take advantage of you. Without an understanding of what you want and how to get it, how can you be sure someone who knows the laws better than you do is not taking advantage of you?
"Does it really need to be this complicated?"
"Who can I trust?"
"Can I really create my own documents and skip the attorney?"
"Will my documents be as good or better than those from an attorney?
My Story - How a Patent Attorney Became a Top Asset Protection Attorney
Lee R. Phillips & wife Kristy Phillips
Unfortunately, I found out the hard way the perils of not having a good legal plan in place
There are plenty of people out there claiming to be experts. However, very few of these so-called "experts" practice what they preach or have the credentials and track record to back up their claims. Since you're probably wondering how my system is different, here's my story...
Hi, my name is Lee Phillips.
I actually started out as a Patent Attorney. Things were going along quite well for a while. I had a successful practice, a beautiful wife, and three young children.
But suddenly at the young age of 26, I was diagnosed with terminal cancer and given only three weeks to live. It was a terrifying experience and, looking back, I hardly remember most of it.
After five months in a university hospital special care unit and a two year battle, I finally beat the cancer and have been healthy ever since.
But I wasn't able to work for TWO YEARS
and my medical bills were staggering!
I was an attorney and we still got taken to the cleaners by the legal system, IRS, and creditors. We didn’t do anything wrong, and we lost everything. In fact, over half of all bankruptcies occur simply because somebody in the family gets sick. It doesn’t have to be that way for you.
"I was an attorney, and we still got taken to the cleaners by the legal system..."
I learned I could have avoided a lot of trouble if I had done a few things differently. Yes, I needed some legal documents and some “structure” in my legal affairs. Nobody can prevent bad things from happening, but with just a few legal tweaks you don’t need to lose all your assets when your life falls apart for any reason. So many people lose everything when unforeseen circumstances strike. They didn’t do anything wrong, but everything is gone. In almost every case, their total loss of assets would have been avoidable.
As I started to study what could be done to help, I was disgusted with what the legal system was doing to people! In fact, my wife, Kristy, became so frustrated from fighting the legal and medical battles she may have gone a little overboard... she enrolled in law school and also became an attorney! We worked together for 30 years until her recent death from ALS in 2019. It was hard to lose her, but at least we didn’t have any legal disasters when she died.
A brand-new direction for me: Asset Protection Attorney
After seeing first-hand the effects of financial tragedies on my family when I was sick, I switched gears 40 years ago and became an Asset Protection Attorney. I learned everything I could about Asset Protection, Business Structuring, Estate Planning, and Tax Planning. Law School had only covered the basics of these. Soon I was helping people protect their assets from the financial tragedies of life: Death, Taxes, Divorce, and Lawsuits. Asset protection attorneys are hard to find, and I have gained a reputation for helping the wealthy families in America. I have gotten great satisfaction out of helping people do the very important work of protecting themselves and their hard-earned assets.
National Speaker and Teacher
One day I was asked by one of my clients if I thought I could show others how to do this important work for themselves. After some thought, I decided that sounded very appealing. I began reworking and simplifying my strategies and documents, and created training that everyday people (a.k.a. non-attorneys) could understand. I 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, taxes, lawsuits and illness strike.
I now travel the country speaking to groups about how simple legal documents can wield enough legal power to protect them from tragedies. People pay thousands of dollars to attend my seminars throughout the country. I also have a successful law firm using documents and procedures I have perfected over the years. Whether you're rich or poor, young or old, everybody can and should protect themselves. The people who say, "I don't have enough to really worry about," are the ones the legal system devours.
As Your Mentor, I Will Show You How To:
Structure Your Own Asset Protection Plan SO YOU UNDERSTAND IT
The KEY to asset protection is understanding exactly what you are doing and why. The biggest mistake you can make is relying on someone to 'take care of it' for you. You need to understand the trade-offs involved in each of the different techniques.
Be aware there is no perfect plan to fit everyone. If there was, then EVERBODY would be using that exact strategy! There are always trade-offs. Some structures have better liability protection, but cost a lot of your time and money to maintain. Others trade protection in favor of simplicity or tax advantages.
Create Your Own Plan THE WAY YOU WANT IT
A common misconception is that legal planning is only important for the wealthy or elderly. The truth is, EVERYONE can benefit from having a legal plan in place. If you don't do your own legal plan for asset protection, taxes, your estate, and your business, the government will handle it for you. For example, you may not know this, but everyone already has a Default Estate Plan (but I doubt you really want your estate planning to be decided by the government's default plan).
The small percentage of people who do visit an attorney for their planning usually end up with whatever the attorney happens to have sitting around on their computer that day. Furthermore, most attorneys will not bother to spend the time to make sure every aspect of your plan is exactly the way you want it (unless they are your relative, or you're prepared to pay them thousands of extra dollars)! They almost never teach you how to “use” the plan. Just getting the paper - the legal documents – is
the first step, but you won’t be protected and make more money with your plan unless you actually “use” the legal documents.
KEEP WHAT YOU HAVE By Using The "Tools of Wealth"
I've never met a wealthy person who doesn't have most of the "tools of wealth" already. Tools such as Wills, Living Revocable Trusts, LLCs, ERISA Plans, and many more planning tools have traditionally only been used by the wealthy because they cost thousands of dollars to set up. Now you can get all the business structuring, tax savings, asset protection, and estate planning benefits previously only reserved for the rich.
Use Lawyers, DON'T GET USED BY LAWYERS
SPOT THE PITFALLS In Asset Protection, Tax Planning, And Estate Planning
Don't get ripped off by crooked attorneys and financial planners who write themselves into your family's financial future. You don't want YOUR estate plan or business problems to become THEIR retirement plan. I'll teach you what to watch for, so you get what is best for you!
PREVENT FAMILY FIGHTS After You (Or Mom Or Dad) Dies
Introducing the
Accumulation and Preservation of Wealth System
A Complete System for Creating
Your Own Plan
Here is just a small sampling of what you will learn in the Accumulation and Preservation of Wealth System:
Probate
- What probate is, how long it might last, and how much it could cost you.
-
Common ways people try to avoid probate, and why most of them are really BAD IDEAS !
-
How to CORRECTLY avoid probate !
-
When to actually welcome and use probate to your advantage (but only if you decide to).
Joint Ownership
Wills
- The shocking misconceptions about Wills.
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How to properly certify your Will so it will always work in all 50 states.
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Make your Will "self-proving" so the witnesses don't have to be tracked down after your death.
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The advantages and disadvantages of a Holographic Will.
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How to properly include personal heirlooms to prevent family fights later on.
Living REVOCABLE Trusts
- Why 90% of Living Revocable Trusts DON'T avoid probate, even though the lawyer said they would.
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How to create and use my "iron-clad" trust documents that absolutely avoid probate.
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How to properly FUND YOUR TRUST. Even attorneys give people the wrong advice on this one.
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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 later remarriage. Don't let the new "Black Widow" spouse end up with everything (leaving your own 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.
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What powers should you give your Trustees?
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The paragraph your trust MUST HAVE to prevent your beneficiaries' shares from being attacked in lawsuits.
Estate Taxes
- Several ways that could save your family over $100,000 in Estate Tax, legally, with the stroke of a pen.
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What taxes will your state take out of your estate?
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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 "deferred liability" and why you need to be concerned.
- How to avoid a Fraudulent Conveyance. Structure your paper-trail so predatory creditors won't be able to get your assets.
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Designate your property ownership the "right way," so your assets are shielded from professional liability.
Business
- The 16 formalities you must follow in your LLC or Corporation to prevent being personally liable (to prevent having your "corporate veil" pierced). Find out what the Judge will ask you when you're sued.
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Find out the correct Business Entity for your situation, set it up, and begin using it CORRECTLY.
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Discover why over half the population may be unintentionally running a General Partnership, and the HUGE risks it exposes you to.
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Do you really need a Nevada or Delaware Corporation? How about a Wyoming LLC? Find out if the extra cost and work is necessary, or if you are just wasting your money.
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Discover the extra benefits of Limited Liability Partnerships and Limited Liability Companies (LLP and LLC), and why Litigation Attorneys shy away from suing one.
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Why most business owners end up being personally liable, even though they believed they were protected. Avoid these pitfalls to protect yourself.
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What are the weaknesses of Family Limited Partnerships? When should you really use them?
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Set up and use your own IRS approved retirement benefit plans such as 401(k)s, HSAs, HRAs, SEPs, Solo 401(k)s, and more.
And believe me...this is just the beginning!
The Accumulation and Preservation of Wealth System has so much more.
You may be saying to yourself, "Sure, Lee, YOU understand all of the legal mumbo-jumbo because you are an attorney, but what about me?"
That's a good question. The good news is my system was designed for "regular people". In fact, only 5% of my students are other attorneys. The other 95% of my students are teachers, students, parents, business owners, accountants, real estate investors, financial planners, and other successful folks like you.
I have spent years writing the Accumulation and Preservation of Wealth documents with as much plain language as legally possible, so you can understand the documents.
My plain language documents have been developed so regular (non-lawyer) people can understand and modify them.
WHAT THIS SYSTEM IS NOT:
This system does NOT contain risky strategies that would require you to 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, because every tax saving strategy is based on IRS code and legal precedence. The goal is to conservatively cut your tax bill by 20% to 30%. Plus, keep from being an audit target. Congress just allocated $95 Billion to increase the IRS audit capabilities. They want the audits to go from 0.3% to 10% annually.
Every word of the Accumulation and Preservation of Wealth System has been approved in writing by the National Association of Securities Dealers (NASD) / Financial Industry Regulatory Authority (FINRA).
Every aspect of every technique that I show you in the System is completely legal. Over 80,000 people have used the Accumulation and Preservation of Wealth course in its former physical form, and it just keeps evolving to meet today's needs and laws.
What's Included:
You'll receive your own private login to access my exclusive Membership Area where you can view exclusive video training, download my proven document templates, or watch short topic videos presented by me.
As my new student, you'll immediately receive unlimited access to all of the following content:
Accumulation and Preservation of Wealth System (APW)
Product is all-digital and online so you get Instant Access TODAY!
No physical product is shipped.
$3,000 value
You get LIFETIME ACCESS including any updates
✰ 1. Personal Planning Package ✰
✰ 2. Business Planning Package ✰
✰ 3. Retirement & Benefits Package✰
This is a complete system with proven strategies on effective tax planning, estate planning, asset protection, retirement planning, and benefit planning for your business and personal affairs. The course takes you by the hand and instructs you step-by-step on how to use the law to make more money and protect your valuable assets. I explain each section of the documents so you have a clear understanding of what it means.
Inside the private online Membership Area, you get the entire Accumulation and Preservation of Wealth System, which contains:
Personal Planning Package
- 10 hours of tutorials (73 sections)
This package guides you step-by-step through preparing your Living Revocable Trust, Durable Power of Attorney, Last Will (Pour-Over Will), and Living Will. The tutorials are available to you in both video presentations and audio formats that explain where you need to edit the legal documents, and gives you various wordings so you can customize the legal paperwork for your specific situation. These are not just fill-in-the-blank forms.
Business Planning Package
- 4 hours of tutorials (48 sections)
This business powerhouse package will take you step-by-step through creating and maintaining the appropriate business structures, including making decisions on whether to use a corporation, limited liability company, family limited partnership, etc. I teach you to use these structures properly to legally shield your assets and plan for maximum asset protection and tax savings. Available in both video presentation and audio format.
Retirement & Benefits Package
- 3 hours of tutorials (22 sections)
You may be familiar with the 401(k) as a retirement planning tool. As a small business owner, you also have the right to set up and administer your own 401(k) plan, Solo 401(k) or other retirement plans. Plus, there are several benefit plans you can and should use. Learn to save thousands in taxes while putting away money for your own retirement or medical care. Includes three hours of tutorials with the complete legal documents needed to establish your own plans.
MEGA BONUS BUNDLE
Bonus #1
Legal Document Library
- Digital Download Documents -
The exact documents used in my law office. No physical product is shipped.
$1,500 value
LIFETIME ACCESS for FREE
including all updates
Inside your private online Membership Area, you'll have immediate access to a complete set of documents used in my own law office, perfected over many years, and in PLAIN LANGUAGE you can understand. Instructions are included to make the documents work in your state.
Personal Planning Documents
Business Documents
- Corporation documents, including Articles of Incorporation, Bylaws, Waiver of Notices, Minutes of Organizational Meeting, Minutes of a Special Meeting Documents for Employee Benefit Plans, and an extensive 27-point checklist used to make sure your Corporation holds up in court.
- Limited Liability Company documents, including Articles of Organization, Operating Agreement, Purchaser’s Membership Interest Certificate, and a special checklist of items to review.
- General Partnership Agreement, Sub chapter S Corporation, Family Limited Partnership, Independent Contractor's Agreement, Consultant Agreement, Real Estate Lease, Equipment Lease, and more...
Retirement and Benefit Plan Documents
- 401K, Health Savings Accounts (HSAs), Health Reimbursement Accounts (HRAs) - get the same write-offs and deductions typically used by large companies.
-
Roth IRA Plan, MERP, Group Wrap Plans, and more. All of these documents normally cost large companies thousands or tens of thousands of dollars to set up.
Bonus #2
Video Training Library
Over 100+ specific topic videos and growing!
$1,000.00+ value
This valuable set of videos will keep growing over time. As a student of mine, you'll have ongoing access to my new videos as they are released.
You get LIFETIME ACCESS for FREE!
The private Membership Area also gives you instant access to over 100 videos (and growing) about relevant Estate Planning, Asset Protection and Tax Saving topics.
Using short (3 to 10 minute) videos, I give you an in-depth understanding of a particular topic to complement your goals.
Sections include:
- Trusts: How to Change Trustees, Naming Your Trust, How to Clear a Title, What is a Disregarded Entity, How to Fund a Trust, How to Put an LLC into a Trust, What If You've Lost Your Trust Papers, Where You Should Keep Your Documents, and more.
- Limited Liability Companies: How to Add or Remove a Member, Anonymity, Articles of Organization, What are 'Business Reasons', Charging Orders, Commingling of Funds, LLC vs. Corporation, Holding Meetings Requirement, Myth of Business Credit, Professional LLCs, Putting Property Into an LLC and the Ramifications, Which State To Form Your LLC, Company Car, and more.
And we continue to add more video content. The following new sections are being edited now, and will be available to you over the next few months...
- Estate Planning: (coming soon) - Advantages and Disadvantages of Probate, Avoiding Family Fights, Do I Need a Will or a Trust?, Dresser Drawer Deed Pitfalls, Holographic Wills, Joint Tenancy Pitfalls, POD Pay On Death Accounts, Second Marriage Issues, What NOT to Put Into a Trust, and more.
- Tax Savings: (coming soon) - 3 Ways to Control Taxes, Above the Line Accounting, Split Gifts, Postponing Tax, Shifting Equipment to Shift Income, and more.
Bonus #3
Law Office Support from LegaLees, LLC
Lee and his office staff are here
to support your questions
$2,500.00+ value
While the course is designed to be very user friendly, we understand you may have certain questions about the course and the documents you will be preparing.
Upon ordering the System, you will receive special instructions to get up to 5 hours of law office support from Lee and his office staff to answer all of your questions related to the Accumulation and Preservation of Wealth System.
Normally, consultation with Lee and his staff would cost you up to $500 per hour! But as a new student of LegaLees LLC, this $2,500 value will be included with your purchase.
Bonus #4
Multiple Use and Family Use Licensing Rights
Help your immediate family get their legal affairs in order by helping them use my documents
$6,000.00+ value
LIFETIME DOCUMENT USE for you and your immediate family for FREE!
Once you begin learning about protecting yourself, you'll want to help your family with their planning documents.
As a limited time bonus, we will extend FULL AND COMPLETE USE of the documents to you and your immediate family for setting up their plans. This includes your parents and your children!
What a great opportunity for you to assist your family members in protecting and accumulating their assets!
Plus, the Accumulation and Preservation of Wealth is a multiple use system. For example, you can create as many LLCs as you want in any state, and there is no additional charge for the System. Or create the powerful Living Revocable Trusts for yourself, your parents, and all of your children. Attorneys and the LegalDoom type sites on the internet charge you hundreds and even thousands for every LLC you create.
Tour of Private Membership Area
Click to Play Video
Take a quick video tour
After investing in the Accumulation and Preservation of Wealth system, you'll immediately gain unlimited access to our exclusive Membership Area that contains all of your training videos, as well as the plain-language document templates used in my own law office. Also included is the new topic video area where Lee continues to create short, specialized videos explaining various topics (such as how to add a new member to your LLC). This area will continue to be updated and improved.
Don't wait Until Life's Financial Tragedies (Death, Illness, Divorce or Lawsuits) Strike You!
full Package Including All Bonuses
--- Over $14,000.00 in value ---
now: $1,999.00
Are you ready to accumulate more wealth and protect your valuable assets?
But you must act RIGHT NOW, not tomorrow.... Not Next Week...
This Mega Bonus Bundle Pricing Is The Lowest It Will Ever Be
Think about it, can you really afford to keep putting off this important legal work that EVERYONE needs?
You will 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 great plan because you'll UNDERSTAND IT. And for a limited time, you'll have the right to HELP YOUR FAMILY with their legal documents. You will also have the support from me and my legal office should you have any questions.
Remember, you are in control of protecting what you have worked so hard to earn. Once you learn this, you'll have a lifetime of knowledge and the peace-of-mind that comes from knowing your assets are shielded from the tragedies of life.
To Your Success,
- Lee R. Phillips
30 Day Money Back Guarantee!
Lawyers don't make a lot of promises, but I will promise you this:
- If this system doesn't help you to UNDERSTAND AND CREATE a better Asset Protection Plan than your ever thought possible...
-
If it doesn't give you PEACE OF MIND just knowing this essential planning is finally taken care of...
-
If it doesn't SAVE YOU A SUBSTANTIAL AMOUNT of money in attorney fees and taxes...
-
If it doesn't help you to CREATE A FOOL-PROOF ESTATE PLAN that you can understand and can modify whenever you need...
Let us know within 30 days and we will promptly refund your money.
All the risk is squarely on our shoulders. You have nothing to lose!
This is Life-Long Knowledge That You'll Acquire and Understand Quickly
Here’s A Quick Recap Of
Everthing You Get
with the
The Accumulation and Preservation of Wealth System
- Accumulation and Preservation of Wealth Training
$3,000 Value
- BONUS: Legal Documents Library
$1,500 Value
- BONUS: Extensive Video Training Library
$1,000 Value
- BONUS: Law Office Support
$2,500 Value
- BONUS: Multiple and Family Use Licensing Rights
$6,000 Value
- Total Value:
Total Value: $14,000+
All in convenient easy-to-use digital access format.
Order now and you'll get the entire bundled package for a one-time payment of:
Today: $1,999.00
NOTE: This special bundle pricing is being tested and may be removed at any time
P.S. A Special Plea from Lee:
Don't Wait.
What Have You Done to Protect Yourself and Your Family?
Let me make a plea to you.
When they walk in your hospital room and say you only have two weeks to live, I know what questions will go through your mind.
You’ve been busy doing your real estate, building a business, or living the good life, but you may not really be concentrating on protecting your assets. I’m sure you have thought about it, but you don't do it. Or if you do, it doesn't end up being right.
Have you done enough to protect your assets and pass them smoothly to your family?
Don't be like my friend...
My friend's downfall...
Frequently Asked Questions
Will I receive any physical products in the mail?
No, our previous generation products were available in CDs, DVDs, and printed material. But we found our customers' ability to use CDs and DVDs is rapidly declining (most new computer systems don't come with a CD/DVD drive anymore). Our new product is now 100% downloadable so you get instant online access. And, updates are easier to distribute to the member area.
When will I receive my products?
Instantly. After purchase, you'll be prompted to create your private login and password for immediate access. All products are online (documents, videos, and audio files) in your private membership area.
Is this a one-time payment?
Yes, after your purchase there are no additional payments or membership fees. You'll gain unlimited access to the products listed.
Will I have access to additional videos and product updates?
Yes, we will continue adding to and updating the products listed, and you will automatically receive the latest versions in the membership area.
Can the content be accessed from my phone?
Yes, you can log in and go through the audio and video trainings on your phone, though customizing your own documents (i.e. living revocable trust, etc.) is probably best done from a computer.
I don't think I need all of the sections. Can I purchase just the Personal Planning (or just the Business or Retirement Planning, etc.)?
Not at this time. This is a special bundling offer that gives you all of the areas for the same price as just one. Plus, you'll find that once you implement one area, you will soon progress and want the other areas.
What if I have additional questions?
No problem. Email us at info@topassetprotection.com
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