Protecting Your Financial Future - Hardcover

Über die Autorin bzw. den Autor

Lee and Kristy Phillips are both attorneys with more than 20 years of professional experience in estate and financial planning areas of the law. They are members of the Estate Planning Section of the Utah State Bar and are licensed to practice law before the Supreme Court of Utah. Lee is also licensed to practice before the United States Supreme Court, and is a member of the Patent Section of the Utah State Bar, the American Bar Association, the National Association of College and University Attorneys, and the Licensing Executives Society.

As founder and president of LegaLees Corporation, Lee directs a legal publishing/software company which produces and markets legal training materials for attorneys and laymen. Lee has received grants from federal and state government to develop legal software systems that are currently being used nationwide in federal laboratories, universities, and companies. Kristy is corporate counsel for Capital Source, Inc. and oversees development projects for LegaLees Corporation.

During the past 15 years, Lee and Kristy have written hundreds of trusts and helped half-a-million people discover financial security. Lee is a critically acclaimed lecturer on asset protection strategies and the law. He has advised more than 1,000 groups including attorneys, doctors, accountants, business professionals and entrepreneurs throughout the United States and Canada.

Lee holds licenses in real estate, insurance, and securities. He also has expertise in patent and intellectual property law, and served as Associate General Counsel and Director of Technology Transfer of the nation's largest private university, Brigham Young University. Lee and Kristy are the authors of nine books written to increase public access to the law and to develop business opportunities. These include Accumulation and Preservation of Wealth, Superhighway to Wealth: Making Money on the Internet, NetProfits, Flexible Benefit Plan - Retirement Savings Plan, and How to Approach a Venture Capital Firm. Lee also has authored numerous articles that have been widely published in newspapers and magazines.

Kristy earned a law degree from Brigham Young University and graduated with honors with a B.A. in history. Lee holds a law degree in addition to a M.S. in chemistry from Brigham Young University. In 1982, Lee and Kristy experienced a near-deadly brush with cancer that changed their lives. Just three months after starting his first job as a patent attorney, Lee was diagnosed with terminal cancer. During months of debilitating cancer treatment and hospitalization, Lee and Kristy gained firsthand experience in effectively dealing with the legal system, asset protection, the medical industry, and insurance cmpanies. Since then, they have been ardent supporters of public access to the law.

Lee and Kristy currently reside in the Rocky Mountains of Utah.

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Accepted by the National Certified Financial Planner Board of Standards A Money Book Club Selection, Book-of-the-Month Club, Inc. "Anyone who will retire or die must read this book. Whether you are very interested in financial matters or you have yet to write your will, this book can help save you thousands in taxes and legal fees." Dr. Hal Heaton, MBA, PhD

"Congratulations to the authors for making a complex subject simple to understand." Stephen Wayner, Attorney at law, Miami, FL "An excellent bridge between a client and their advisor. This book removes fear and clarifies options." Pat Jennerjohn, MBA, Certified Financial Planner, Oakland, CA

"Let me tell you how relieved I feel to have a book like this; that's clear, easy-to-read, and written by people I trust. I realize now the documents I have are not enough for my peace of mind. Now I feel like I have some direction and solid advice concerning living revocable trusts." Cathryn Woolley, Homemaker

"Owning your own business can be difficult in today's 'sue-happy' society. I now understand how to separate my personal and professional life so I am shielded from litigation, taxes, and other threats. This book did wonders for my peace of mind." Sheryl Lee Wilson, Co-Owner of Wilson Audio Specialities, Inc.

Aus dem Klappentext

IT'S YOUR FAMILY'S FUTURE. Do you have a will? Does it to what it's supposed to do for your family? Do you have a living trust? Will your loved ones avoid the high cost of probate and estate taxes? If you were to be sued because of an accident or a problem in your business, would your family lose a lot of what you have worked your whole life to give them? Can you afford to wait any longer to protect yourself? Can your loved ones afford to have you wait any longer? The answer is no!

Protecting Your Financial Future will show you how to shield yourself from the tragedies that come to every family. For Lee and Kristy Phillips, tragedy came as it usually does: when you least expect it. Just three months after getting his first job as an attorney, Lee was told he had terminal cancer. While Lee fought for his life, Kristy battled the financial and legal attacks that happen when a family suffers a tragic illness, death, accident, divorce, or business failure.

This experience led them to discover the practical, indispensable secrets you must know to protect yourself. Protecting Your Financial Future shares those secrets. This comprehensive guide will help you understand living trusts and other powerful legal tools so you can: Save thousands in taxes and legal fees; Protect your assets and business from lawsuits and judgments; Avoid probate and unnecessary court proceedings; Maximize your IRAs and retirement plans; Minimize grief, confusion, and financial burden for your loved ones.

Protecting Your Financial Future also give you ten asset protection tips you can implement immediately, without an attorney, to thwart lawsuits and other threats. Unlike other books on this topic, it combines personal anecdotes and a down-to-earth style to make in-depth information easy to read.

Using the secrets in Protecting Your Financial Future, you can easily protect yourself, ensure you financial future, and guarantee your peace of mind.