Estate Planning Specialists LLC.
Session Details
David is CEO and founder of Estate Planning Specialists. He has assisted thousands of Americans with tax planning, as well as authored such bestselling books as Estate Planning Made Easy and The Family Bank Strategy. In this session, David will reveal the most common estate planning mistakes to avoid with President Biden in office. He will also explain the accompanying solution to each mistake. Moreover, attendees will receive a complimentary copy of David’s bestselling report, The Bombshell Battle Plan: How to Defend Against the IRS’ Secret Weapon.
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Benefit rather than burden your heirs by learning the consequences of good and bad planning. Navigate the pitfalls and opportunities by exploring proven strategies for estates of all sizes and varieties.
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Estate planning experts and bestselling authors David T. Phillips, Todd Phillips, and Rick Durfee will reveal key strategic moves that you can make now to grow, insulate, and protect your assets from the grip of creditors, predators, and the IRS. During this exclusive class, you will learn:
•How to prepare for the coming ″Tax Doomsday”
•New retirement rules: Pitfalls and opportunities
•How to navigate the double hazards of taxation and inflation
•The Roth on Steroids strategy
• Asset protection: The top five wealth destroyers and how to avoid them
• Capital gain secrets: Reduce taxes, increase income, provide for heirs, and make the world a better place
•The true power and purpose of dynasty planning
•How to earn market-like gains without any market risk
•How to build a totally tax-free estate
Do not miss this live and dynamic discussion about how to survive and thrive during these tumultuous times.
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