Personal Planning with Lee Phillips includes:
Course includes…
- Revocable Living Trust
- Last Will and Testament
- The Durable Power of Attorney
- Singles Trusts
- Transfer Documents
- Certification of Trust
- Irrevocable Insurance Trust
- Children’s Trust 2503
- Distribute the Personal Items
Bonus 1: Advanced Tax Tactics (Online)
-
- $799 value!
- 3 HOURS of Advanced Tax Tactics Audio Training
- Detailed Business Matrix of how and why to choose what business entity to set up as for maximum savings (and bonus: asset protection)
- Companion Manual with Reference Material
Bonus 2: Virtual-Online Two-Day Boot Camp Training
-
- January 30-31, 2025
- How to Protect a “Good” Property from a Property that Is Upside Down and Sinking
- How to Create an Operating Agreement for an LLC that Provides More Asset Protection Shielding
- How to Take an Extra $10,000 Off Your Income and Drop to a Lower Tax Bracket – that Means You Spend More of What You Make
- How to See the Big Picture of Asset Protection, Tax Planning, Business Structuring, plus Estate Planning, and How They Fit Together
- How to Get Out of the Real Estate Rat Race WITHOUT A TAX!
- How to Avoid what the IRS is Gunning for when You Buy Real Estate in Your Roth IRA
- How to Build Your Own Asset Protection Shield to Protect Your Real Estate and Your Business
- How to Keep from Being Screwed by Life Insurance Companies. Life Insurance is a Big Tax Tool and Necessary Part of Most People’s Life, BUT You Don’t Need to Be BURNED. (Don’t worry, you won’t get sold life insurance. It’s just a tool we’ll study.)
- How to Protect Your Investments in Today’s Uncertain Economy
- How to Run a Professional Practice/Business and Get Asset Protection
- How to Get Double the ASSET PROTECTION Your Attorney Talked About