You Can't Take It with You: The Most Powerful Estate-Planning & Asset-Protection Strategies

Your MoneyMastersSM experts are David T. Phillips, best-selling author of Estate Planning Made Easy and The 10 Most Common Estate Planning Mistakes; Richard Durfee, author of Your IRA: Asset or Ambush and Why All Trusts Are Not Created Equal; and Todd Phillips, author of The Future of Retirement Savings and The Bombshell Battle Plan. If you’re concerned about protecting what’s taken you a lifetime to gain, learn how to take the right steps now to preserve your hard-earned wealth.


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  • Self-Paced, Flexible Learning
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All MoneyMastersSM course sales are final.
Rick Durfee
Durfee Law Group, PLLC, Principal and Founder
David Phillips
Estate Planning Specialists, Inc., CEO
Todd Phillips
Estate Planning Specialists, Inc., President


Course Content

3 Chapters • 1:58:29 Duration
Hear about the revised rules with regard to estate planning, income-tax planning, and asset protection and discover the best opportunities in estate planning under the new law that will allow you to keep your wealth in the family. Additionally, find out what the true financial impact of the SECURE Act will have on your family.
In this section, you’ll learn how to let someone else pay the tax when converting your IRA/401k. You’ll also discover how to optimize your IRA Roth conversion and achieve zero income taxes by 2025 and gain knowledge on integrating IRAs with your Trust under the new rules.
Hear how you can avoid paying capital-gains taxes on your appreciated assets that you want to sell. Find out the reasons behind the growing trend for multi-generation dynasty estate planning and jurisdictional diversification: multi-state advantages, jurisdiction independence, offshore and onshore pros and cons. You’ll also learn wealth-protection strategies that will ensure you never run out of money.

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