The 10 Most Common Estate Planning Mistakes And How to Avoid Them

Estate Planning Specialists

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The dust has settled, the ink is dry, the President changed the rules, there is a brand new roadmap on how to avoid the minefield sitting right in front of you, that is armed and set to obliterate your wealth.

Thirty years ago, David Phillips penned the first edition of his book, The 10 Most Common Estate Planning Mistakes and How to Avoid Them. It instantly became a bestseller. At that time there was a genuine need to teach Americans the key principals on how to keep their fortunes in their family. That need has only increased through the years.

When Trump passed The Tax Cut and Jobs Act of 2018, there was a pressing need for David to rewrite the map and update the guidebook. Mission accomplished.