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 your 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.
- Introduction into the Future Protector, a unique perfect trifecta that offers top indexed investment strategies.
- Upside market linked growth without risk.
- Tax deferred instant estate growth.
- An indemnity long term care benefit.
All this and much more for only $295.00!
Articles and News Spots
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
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
Peace of Mind Investing: How to invest in stocks with no downside risk - September 2007 article in Forecasts & Strategies by Mark Skousen
A safe way to invest: Stock indexed annuities - November 2008 article in Forecasts & Strategies by Mark Skousen
Key Contacts
Estate Planning Specialists, LLC
3165 S. Alma School Rd, Suite 29116
Chandler, AZ 85248
David T. Phillips, CEO
david@epmez.com
Phone: 888-892-1102
Fax : 480-899-6723
D. Todd Phillips, President
todd@epmez.com
Phone: 888-892-1102
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