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Thursday, July 20 • 2:00pm - 2:50pm
David Phillips - The 10 Most Common Estate Planning Mistakes and How to Avoid Them (Estate Planning Specialists)

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David Phillips

CEO & Founder, Estate Planning Specialists, LLC.
David Phillips is CEO and founder of Estate Planning Specialists, LLC. With clients in every state, his companies have assisted thousands of Americans for 40 years disinherit the IRS through properly planning their estates. Mr. Phillips' services have been recommended by investment advisors and financial editors including Mark Skousen, David Eifrig, Richard Band, William Donoghue, Adrian Day, Terry Savage, Suze Orman, Andrew Tobias, Robert Carlson, John Mauldin, and Tony Sagami. Mr. Phillips is the author of several bestselling books, including The Ten... Read More →

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Estate Planning Specialists

Estate Planning Specialists (EPS) was established in 1988 to assist clients nationwide keep their wealth in the family and totally disinherit the IRS through proper estate planning. For 29 years, they have focused on valid tactical strategies to distribute assets to future generations while accumulating and preserving wealth in safe money investments. EPS' personalized estate analysis and services are recommended by Dr. Mark... Read More →

Thursday July 20, 2017 2:00pm - 2:50pm

Attendees (18)