David Phillips
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David Phillips
David has been a highly recognized consumer advocate for life insurance, annuities, hybrid long-term care insurance, and estate planning for 52 years. He is the author of the bestselling books – Estate Planning Made Easy (third edition), The 10 Most Common Estate Planning Mistakes and How to Avoid Them, Leveraged Care Solutions, The Bombshell Battle Plan, Disinherit the IRS, and his ever-popular book The Family Bank Strategy. David has been a featured speaker at various global investment conferences and a frequent guest on national television including CNN, Fox News, CNBC, Money Talks, and Bloomberg.
David graduated from Brigham Young University. He is an active member of his church and coached the Arizona State University Water Ski Team from 1994 – 2006, winning the National Championship in 2001. David and his wife Jane have been married for 52 years and have four children and 12 grandchildren.
Posts
Retire Richer With These Tax-Free Investment Secrets
If you're looking for legal ways to 🚀boost your retirement savings and leave 💲more to your loved ones, this episode is packed with valuable tips!
A/B Trusts, Protect Your Assets and Avoid Probate
Using this little-known estate planning technique, you not only avoid probate, but the Credit Shelter “B” Trust can also grow to unimaginable sums with absolutely...
The Taxman and Your Estate
"Now my advice for those who die, declare the pennies on your eyes."
How to Avoid the Worst Estate Planning Mistake
In this podcast, David T. Phillips, CEO of Estate Planning Specialists, reveals the number one estate planning mistake and shares the strategies you can implement...
Logical Estate Planning to Keep Predators, Creditors, and the IRS from Taking Over
Don't become another cautionary tale like Howard Hughes, whose $2.5 billion estate became entangled in a legal battle after over 20 wills surfaced.