David Phillips
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David Phillips
Posts
The Answer to the Long-Term Care Crisis: Leveraged Care Solutions
Planning for long-term care is an important part of protecting your financial security and your family's well-being. Leveraged Care Solutions offer a powerful strategy to...
How to Prepare for Long-Term Care by Repositioning Assets
In this episode of Estate Planning Made Easy, we explore the critical importance of planning for long-term care, particularly as we age. Using a personal...
Protect Your Estate from Investment Losses
Estate planning is an important step to be sure that your wealth is protected and efficiently passed down to your loved ones. However, many people...
Ignoring the Long-Term Care Crisis is a Mistake You Can’t Afford to Make
In a world where advancements in medicine and health care continue to push the boundaries of human longevity, the concept of living a long, rewarding...
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...
Maximizing Returns with Indexed Annuities
Poor investments and bad timing can diminish the value of an estate and reduce the inheritance left for future generations. This episode of Estate Planning...
The Taxman and Your Estate
"Now my advice for those who die, declare the pennies on your eyes."
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...
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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