Protecting Your Financial Future

by Kristy S. Phillips and Lee R. Phillips

Book Overview

Lee Phillips and Kristy Phillips, married attorneys who specialize in financial planning, were faced with their very own monetary crisis some 15 years ago when Lee was diagnosed with terminal cancer.... This description may be from another edition of this product.

• Format: Hardcover
• Language: English
• ISBN: 0964896524
• ISBN13: 9780964896529
• Release Date: April 2003
• Publisher: LegaLees Corporation
• Length: 348 Pages
• Weight: 1.40 lbs.
• Dimensions: 1.0" x 6.3" x 9.3"

Customer Reviews

More about Passing on rather than Protecting.

I thought this book would be chock full of information on how to protect your assets from ruinous or frivolous lawsuits through the use of LLCs or other methods. Although the book does touch on this, by far, the bigger emphasis is on creating revocable trusts to streamline the inheritance issues and the many risks of poor planning in this area. It would be better titled "Passing On Your Financial Assets" and as such it would be an excellent 5 Star book on estate planning. However, I can only give it 4 stars since it's called "Protecting" which I found a bit misleading.

Protecting Your Finances

This book is a must read! The book covers so many topics such as: writing a will, protecting your business, protecting your assets, provides sample documents, and much more. This book has definitely expanded my knowledge about protecting my finances. I assumed these techniques were only available to wealthy people. I was so engrossed in the book I read it in two days. I have recommended this book to all of my friends and family.

A Must Read to Protect Your Family & Your Financial Future

This is a simple, easy to read book about how to protect your money, savings and your assets. It reads like a novel with good stories, yet it has information like a reference book that you can easily refer to over and over again. I had never heard of the authors before, but when I found out it was a Time/Warner Book of the Month Club Selection, I decided to give it a try, and I'm glad I did. You will be too.

An interesting book on a not so interesting topic

This book is very readable and clear. It makes a potentially boring topic interesting and understandable. It is insightful and helps make the point that trusts are important for those with even just modest estates. It is a bit repetitious at times and contains a few too many personal stories, but it is otherwise motivating and a very useful guide for those unfamiliar with the legal world.