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


The Ten Most Common Estate Planning Mistakes and How to Avoid Them - Webcast David Phillips, Orlando, FL, Money Show, Feb. 2009, Topic: The Ten Most Common Estate Planning Mistakes and How to Avoid Them Duration: 48:16

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