Estate Planning Specialists LLC.
Booth: 606
Estate Planning Specialists was established in 1988 to help clients nationwide keep their wealth in the family and totally disinherit the IRS through proper estate planning. For 34 years, the company has focused on valid tactical strategies to distribute assets to future generations while accumulating and preserving wealth in safe money investments. Estate Planning Specialists' personalized estate analysis and services are recommended by Dr. Mark Skousen, Forecasts & Strategies; Dr. David Eifrig, Retirement Millionaire; Terry Savage, The Savage Truth on Money; Robert Carlson, Retirement Watch; The Street Authority; and The Oxford Club. Headquartered in Arizona, Estate Planning Specialists has affiliate offices in every state and is in association with the estate planning law firm of Durfee Law Group, PLLC.
Session Details
Sunday, October 29, 2023, 1:30 pm - 2:15 pm
Focus: ESTATE PLANNING
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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Sunday, October 29, 2023, 4:35 pm - 5:20 pm
Focus: ESTATE PLANNING
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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