You need to be logged in to view this video

The 10 Most Common Estate Planning Mistakes and How to Avoid Them

Released on Tuesday, March 16, 2021•ESTATE PLANNING

Share
Facebook Twitter LinkedIn SMS

David T. Phillips, CEO of Estate Planning Specialists, will not only expose the 10 most common estate planning mistakes, but he will also explain the ways you can avoid them. Mr. Phillips will also reveal the proposed estate and gift tax changes that are pending with Joe Biden as president.

David Phillips

Estate Planning Specialists, Inc., CEO

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.