Complete Personal Planning Package with Lee Phillips, Esq.


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: Virtuous-Online Two-Day Boot Camp Training

    • April 25-26, 2023
    • 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 Every Dollar 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