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David Phillips

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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.
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