Estate Planning Made Easy

In this podcast, I, David T. Phillips, CEO of Estate Planning Specialists, reveal the number one estate planning mistake. I also share the strategy you can implement to avoid that mistake. I highlight the significance of properly planning your estate to prevent negative emotions like anger, jealousy, and hate among family members at a time when we want unity, love and respect. I also mention the resources available, such as my books, reports and our monthly newsletter, Generational Wealth Strategies, which provide valuable insights on how to do it right and do it easy.

The primary goal of this podcast and the existence of my firm, Estate Planning Specialists, is to help you create a powerful, productive posterity.

Learn more: 
* Estate Planning Made Easy website
* The 10 Most Common Estate Planning Mistakes, 4th Edition, by David T. Phillips
* Generational Wealth Strategies newsletter

Contact:
* Estate Planning Specialists at 888-892-1102
* The Durfee Law Group at 480 324-8000

Receive a 50% discount on all our books and reports (not the Analysis) using the discount code EPMEZ when you go to shop.epmez.com

See omnystudio.com/listener for privacy information.

In this episode, I discuss the importance of estate planning and the difference between estate planning and financial planning. I highlight the consequences of not having a plan in place and the potential challenges that can arise, especially during unexpected events like COVID-19. I also emphasize the need to regularly review and update your estate plan to ensure it aligns with your current circumstances. Watch this video to gain valuable insights and take action to protect your assets and secure your family's future.

1:00 – What is estate planning and why is it important?

2:00 – Since we can’t take it with us, we need to set up a proper distribution plan.  If not we will create the worst human emotions conceivable when we pass.

4:00 – How does estate planning differ from financial planning?

6:00 – What is the most common estate planning mistake?

7:30 – Does a “do-it-yourself” plan actually work?

8:30 – Have a professional review your estate – call Estate Planning Specialists at 888-892-1102

11:00 – What is the impact of “intestacy?”

12:00 – Worst case in U.S. history – Howard Hughes, richest man in the world.  Another example – The Queen of Soul.

13:30 – What is a Revocable Trust and how is it better than just a will?

14:00 – Sign up for our monthly newsletter, Generational Wealth Strategies at www.generationalwealthnewsletter.com

15:00 – Be the builders of a powerful, productive posterity!

Learn more: 
* Estate Planning Made Easy website
* The 10 Most Common Estate Planning Mistakes, 4th Edition, by David T. Phillips
* Generational Wealth Strategies newsletter

Contact:
* Estate Planning Specialists at 888-892-1102
* The Durfee Law Group at 480 324-8000

Receive a 50% discount on all our books and reports (not the Analysis) using the discount code EPMEZ when you go to shop.epmez.com

See omnystudio.com/listener for privacy information.

David Phillips introduces his new weekly podcast, Estate Planning Made Easy. It will help you live well while creating a powerful, productive posterity. Dynasty planning is a superior alternative to simply allowing creditors, predators, and the IRS to steal your estate from those you love. David will reveal key strategies to make certain you keep your wealth in the family.

See omnystudio.com/listener for privacy information.