The Estate Analysis
Your Personal Road Map to Proper Planning
With your personalized Estate Analysis from Estate Planning Specalist, LLC, you will receive:
  • A beautiful inscribed, sectionalized three ring binder.
  • Personalized estate planning recommendations outlining viable strategies that apply specifically to you, allowing you to maximize your estate.
  • Calculations, current and projected, that show you graphically how much you could be liable for in federal and state inheritance taxes.
  • Calculations that visually illustrate the impact stretching for IRA/401K to multiple generations.
  • Wealth creation ideas that will help you continue to build up your estate.
  • Specific recommendations on the most cost-effective ways to provide estate liquidity.
  • Links to services that provide basic vital estate planning documents at a substantial discount
All this and much more for only $200.00!

Articles and News Spots


The Ten Most Common Estate Planning Mistakes and How to Avoid Them - Webcast David Phillips, Orlando, FL, Money Show, Feb. 2008, Topic: The Ten Most Common Estate Planning Mistakes and How to Avoid Them; Duration: Duration: 41:21
Lessons from the Godfather of Soul - Educational Interview David Phillips, Orlando, FL, Money Show, Feb. 2008, Topic: Lessons From the Godfather of Soul; Duration: Duration: 1:50
Common IRA Mistakes - Product Interview David Phillips, Orlando, FL, Money Show, Feb. 2008, Topic: The Ten Most Common Estate Planning Mistakes; Duration: 10:07

Why ID THEFT ASSIST?

Article on the impact of marriage and estate taxes

Who Gets Your Money When You Die? - Nationally acclaimed estate planner reveals how to avoid top mistakes

David Phillips talks about Wills and Estates. Watch the Fox News interview

Recent article by Terry Savage recommends Estate Planning Specialists

James Brown's estate is in a real mess Article in Investment News by David T. Phillips

Key Contacts

Estate Planning Specialists, LLC
3165 S. Alma School Rd, Suite 29116
Chandler, AZ 85248

David T. Phillips, CEO
Phone: 888-892-1102
Fax : 480-899-6723

D. Todd Phillips, President
Todd@epmez.com
3 Mark Financial
1600 Highway 6, Suite 400
Sugar Land, TX 77478

Bill Propper, President
www.3mark.com

Jerrell Clay, CEO
Bill Propper, President
Mark Williams, EVP
281-269-2371
www.3mark.com