Monthly Newsletter - Generational Wealth Strategies
I am excited to report that I am spearheading the publication of a new monthly newsletter Generational Wealth Strategies, with fellow contributing columnists: Rick Durfee, Sustainable Legal Solutions, Todd Phillips, Safe Money Corner, and Melodie Gatz, Social Impact Insights. Be one of the first to sign up HERE!
Return of Premium Long Term Care Plan
Don’t feel bad if you haven’t heard of “Return of Premium LTC Plans” because most investors haven’t. “Return of Premium Plans” are largely an unknown IRS-approved financial instrument that allows you to pre-pay for long term care expenses at a highly discounted rate.
About Us
Estate Planning Specialists, LLC was established in 1988 to help effectively serve the estate planning needs of the many nationwide clients of companies of David T. Phillips and Co.; Insurance Quote Services, and Phillips Financial.
The 10 Most Common Estate Planning Mistakes and How to Avoid Them - 4th Edition
The Family Bank Strategy- REVISITED: Special Report (Print & Digital Download)
Disinherit the I.R.S. (Print & Digital Download)
The Bombshell Battle Plan: How to Defend Against the IRS' Secret Weapon (Print & Digital Download)
The Future of Retirement Savings
