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for less than the cost of one hour with a good Asset Protection Attorney.
The Actual Strategies & The Actual Documents
to Implement the Strategies
- Estate and Inheritance Tax Avoidance
- Lawsuit Protection/Insulation - Judgment Proof Your Assets
- Income Tax Reduction/Elimination - Capital Gains Tax Reduction

| "Revocable Living Trust" Planning Kit |
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| This is the foundation, indexed with 119 pages + 56 example pages (Unmarried 100 + 35). Use this strategy to protect your Estate from the financial and emotional ravages of probate and eliminate Estate and Inheritance Tax. If you only have a Will, you are subjecting your estate to probate (average of two years and court costs, attorney fees, appraisal fees, and, and, and, etc.) and total costs ranging from a low of 7-11% and up as high as 70% of the estate value. |
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| "The Family Limited Partnership" Planning Kit |
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| Indexed with 33 pages + 11 example pages, including important language to both provide insulation from judgments in lawsuits and pass your estate to your children free from inheritance taxes. The language in this document makes it worth thousands. And when you strategically combine it with the trust and corporation, it is priceless. Hold your assets here, use as many of these as you have categories of assets you want to protect. |
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"The Corporation" Planning Kit |
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| This tool, with 57 indexed pages + 33 example pages, when properly set up and maintained, is the veil you need to operate your business. Properly maintained, any suit against your business (as opposed to personal suits) will stop at the corporation. The language in these corporation documents is different than anything I have ever used before--unique wording makes it a true asset protection strategy. Includes sample real estate and equipment leases. |
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"The Irrevocable Trust" Planning Kit |
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Contrary to popular belief, the IRS taxes life insurance. This Trust includes 37 indexed pages (husband and wife's Trust) + 20 example pages (Unmarried is 24 + 13). The principal purpose of the strategy in this asset protection tool is to pass the entirety in value of your estate to your heirs, whether it's $700,000 or $700 million. Insurance placed in this trust avoids taxation. Why pay premiums on $1,000,000 of insurance if your heirs will only receive $500,000. The income tax advantages of this trust are minimal; the lawsuit protection factors are significant. As you insulate yourself from ownership and being able to change the beneficiary, the cash value during your lifetime and full value following death are insulated.
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"The Children's Trust" Planning Kit |
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| A strategy for insulation against lawsuits, for estate tax planning and for income spreading. Includes 37 indexed pages + 19 example pages. Generally these assets are immune from lawsuits and judgments of the creators. This tool also provides income tax advantages and estate tax advantages. Use it to hold the assets your corporation leases, thereby spreading income to your children. Use it to hold appreciating assets for your children. Includes sample equipment lease. |
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"The Limited Liability Company" Planning Kit |
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| The LLC has 27 pages + 27 example pages. The LLC provides for limited liability for the manager and it allows for the members to act as managers without compromising their protection. This is an excellent tool for holding your home, and other real estate. |
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