ESTATE PLANNING, INCOME, RETIREMENT

David Phillips

CEO,

Estate Planning Specialists, Inc.

CEO & Founder of Estate Planning Specialists, LLC
Author of Several Estate Planning Books
Frequent Guest on Fox News, The Financial Advisors, Bloomberg, and CNBC

About David

David Phillips is the CEO and founder of Estate Planning Specialists, LLC. For 40 years, his company has helped thousands of Americans disinherit the IRS by properly planning their estates. Mr. Phillips and his company have been recommended by Dr. Mark Skousen, Dr. David Eifrig, Terry Savage, Robert Carlson, John Mauldin, and Tony Sagami. Mr. Phillips is one of the editors of Eagle's Generational Wealth Strategies newsletter. He is the author of the bestselling books Estate Planning Made Easy, The Ten Most Common Estate Planning Mistakes, The Family Bank Strategy, Answers to Today's Long-Term-Care Crisis, and The Bombshell Battle Plan. He has been a frequent guest on Fox News, The Financial Advisors, Bloomberg, and CNBC.

David's Books

David Phillips

The Family Bank Strategy

The Family Bank Strategy is a way to lock in the value of your estate for loved ones, earn a solid tax-free return on your cash value, and have tax-free access to the capital when you need it. It can play an important role in increasing your family's after-tax wealth.