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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 Videos

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

ESTATE PLANNING

 
39:47
The 2020 Secure Act: How to Combat the New Stealth Estate Tax
The 2020 Secure Act: How to Combat the New Stealth Estate Tax
Did you know with the passage of the SECURE Act on January 1, 2020, your IRA/401k, etc. will be slashed to pieces? Estate planning expert, David T. Phillips, will not only explain the new retirement rules of engagement, he will disclose the strategies you can implement to restore what Congress just took away. If you have an IRA, you must attend this workshop! All attendees will receive a complimentary copy of Mr. Phillips' new exclusive Special Report, The Bombshell Battle Plan, How to Defend Against the IRS' Secret Weapon - Post 2020 SECURE Act.
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David Phillips

ESTATE PLANNING

 
31:46
The SECURE Act -- The New 2020 Stealth Estate Tax!
The SECURE Act -- The New 2020 Stealth Estate Tax!
Did you know with the passage of The SECURE Act on January 1, 2020, your IRA/401k will be slashed into pieces? Estate Planner, David T. Phillips will not only explain the new retirement rules of engagement he will disclose the strategies you can implement to restore what Congress just took away. If you have an IRA you must attend this workshop!
David Phillips Photo
David Phillips

ESTATE PLANNING

 
44:08
Return of Premium Long Term Care - Today's Groundbreaking Solution to the LTC Crisis
Return of Premium Long Term Care - Today's Groundbreaking Solution to the LTC Crisis

Join David & Todd Phillips, Founders of Estate Planning Specialists, as they show you how to protect yourself from one of the two biggest risks during retirement. Learn how to:



  • Leverage your money up to 10 times for your care

  • ; Use pretax dollars to fund your Return of Premium LTC plan

  • Get 100% of your money back from what you donuse

  • Use tax-free money to pay for Long Term Care expenses


Join us as we discuss todaygroundbreaking solution to the Long Term Care Crisis.



David Phillips Photo
David Phillips

ESTATE PLANNING

 
54:27

David's Courses

David's Books

The Family Bank Strategy
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.