Order your Estate Planning Solutions Suite today. Normally over $1,000 when sold separately, this comprehensive package, including the book, Special Reports, your Personalized Estate Planning/Financial Needs Analysis, plus legal audit of your estate planning documents, is very affordable at only $697. Taking advantage of this offer may result in implementing a plan that could save you hundreds of thousands of dollars or more!
What's included:
Personal Summary & Recommendations:
• A comprehensive breakdown of your current estate plan.
• Recommendations of viable strategies specifically applicable to you.
Do you need a will or a trust?
A cost analysis comparison of having a Will vs Trust.
Your Personal Estate Tax Calculations:
Tax calculations to illustrate your current and projected potential tax liabilities for you and your family.
Personal Estate Liquidity Recommendations:
• Wealth Creation Strategy
• Family Bank Strategy
Strategies to make certain you keep your wealth in the family.
Long Term Care Solutions:
How to ensure that a Long Term Care event won’t deplete your estate.
Creative and Estate Tax Ideas:
Strategies that you may choose to implement that will help you achieve your estate planning goals.
Legal Audit of Your Estate Plan:
A legal review of your estate planning documents by The Durfee Law Group, as well as a follow-up conference.
Books:
• The Family Bank Strategy by David Phillips
• The 10 Most Common Estate Planning Mistakes by David Phillips
• The Leveraged Care Solutions Special Report by David & Todd Phillips
• Disinherit the IRS Special Report by David Phillips
• The Bombshell Battle Plan: Post 2020 Election Special Report by David Phillips