Since the beginning of civilization, it has been very difficult for a king to keep his castle and kingdom for any great length of time. Someone, usually an enemy, would go to great lengths, with the loss of thousands of constricted soldiers in an effort to conquer another’s castle. That is reason why walls, moats, draw bridges, parapets and 24-hour defenses were placed around most medieval castles. To protect the treasury, the family, and the kingdom. Many of those that have not, want what those that have, have, and they will go to great lengths to take what they want.

Today, governments take from the affluent in the form of taxation. We are taxed most of our lives, through income, sales, capital gains, property taxes. We also must pay a transfer tax for the privilege of passing our assets to those we leave behind, better known as estate and gift tax.

In this week’s podcast, David T. Phillips, CEO of Estate Planning Specialists will reveal the importance of exploiting the currently lofty $13.6 federal estate and gift tax exclusion, before it “sunset” or drops down to $6 million on December 31, 2025, known as Tax Doomsday! David will also explains the new rules created by The SECURE Act of 2020, also known as the “Stealth Estate Tax.” He will expose little know secrets on how to mitigate the enormous tax bite of The SECURE Act and introduce listeners to the powerful RMD Leveraged Strategy.


00:35 Everyone needs a logical distribution plan

00:50 For some reason politicians and governments constantly interfere in our estates – no voters in cemeteries

01:30 Estate or transfer tax in Europe is much higher than the U.S.

02:10 Tax the pennies on your eyes

03:50 Current federal estate exclusion in the U.S. is $13.6 million each at your passing

04:25 Tax Doomsday 2025

05:50 17 states still charge an inheritance or transfer tax

06:25 Tax Cut and Jobs Act “Sunset Provision.” Federal estate exclusion to be significantly reduced

08:05 The Stealth Estate Tax – Bombshell Battle Plan report (shop.epmez.com)

09:50 The SECURE Act 10-year rule

10:25 The Required Minimum Distribution Leveraged Strategy (RMD)

10:00 Estate taxes and even inherited IRA taxes are voluntary – but you must do prior planning

Learn more:
* Estate Planning Made Easy website: https://epmez.com/
* The 10 Most Common Estate Planning Mistakes, 4th Edition, by David T. Phillips: https://shop.epmez.com/products/the-10-most-common-estate-planning-mistakes-and-how-to-avoid-them-4th-edition
* Generational Wealth Strategies newsletter: https://www.generationalwealthnewsletter.com/offer/generational-wealth-retirement-and-estate-survive/?source=GWRES30&step=2
* Our proprietary estate planning solutions suite. Order at shop.epmez.com

Contact:
* Estate Planning Specialists at 888-892-1102
* The Durfee Law Group at 480 324-8000

Receive a 50% discount on all our books and reports (not the Analysis) by using the discount code EPMEZ at https://shop.epmez.com/.

Since the beginning of civilization, it has been very difficult for a king to keep his castle and kingdom for any great length of time. Someone, usually an enemy, would go to great lengths, with the loss of thousands of constricted soldiers in an effort to conquer another’s castle. That is reason why walls, moats, draw bridges, parapets and 24-hour defenses were placed around most medieval castles. To protect the treasury, the family, and the kingdom. Many of those that have not, want what those that have, have, and they will go to great lengths to take what they want.
Today, governments take from the affluent in the form of taxation. We are taxed most of our lives, through income, sales, capital gains, property taxes. We also must pay a transfer tax for the privilege of passing our assets to those we leave behind, better known as estate and gift tax.
In this week’s podcast, David T. Phillips, CEO of Estate Planning Specialists will reveal the importance of exploiting the currently lofty $13.6 federal estate and gift tax exclusion, before it “sunset” or drops down to $6 million on December 31, 2025, known as Tax Doomsday! David will also explains the new rules created by The SECURE Act of 2020, also known as the “Stealth Estate Tax.” He will expose little know secrets on how to mitigate the enormous tax bite of The SECURE Act and introduce listeners to the powerful RMD Leveraged Strategy.  
00:35 Everyone needs a logical distribution plan
00:50 For some reason politicians and governments constantly interfere in our estates – no voters in cemeteries
01:30 Estate or transfer tax in Europe is much higher than the U.S.
02:10 Tax the pennies on your eyes
03:50 Current federal estate exclusion in the U.S. is $13.6 million each at your passing
04:25 Tax Doomsday 2025
05:50 17 states still charge an inheritance or transfer tax
06:25 Tax Cut and Jobs Act “Sunset Provision.” Federal estate exclusion to be significantly reduced
08:05 The Stealth Estate Tax – Bombshell Battle Plan report (shop.epmez.com)
09:50 The SECURE Act 10-year rule
10:25 The Required Minimum Distribution Leveraged Strategy (RMD)
10:00 Estate taxes and even inherited IRA taxes are voluntary – but you must do prior planning
Learn more: * Estate Planning Made Easy website: https://epmez.com/ * The 10 Most Common Estate Planning Mistakes, 4th Edition, by David T. Phillips: https://shop.epmez.com/products/the-10-most-common-estate-planning-mistakes-and-how-to-avoid-them-4th-edition * Generational Wealth Strategies newsletter: https://www.generationalwealthnewsletter.com/offer/generational-wealth-retirement-and-estate-survive/?source=GWRES30&amp;step=2 * Our proprietary estate planning solutions suite. Order at shop.epmez.com
Contact: * Estate Planning Specialists at 888-892-1102 * The Durfee Law Group at 480 324-8000
Receive a 50% discount on all our books and reports (not the Analysis) by using the discount code EPMEZ at https://shop.epmez.com/.

Estate Planning Made Easy, is a podcast hosted by David T. Phillips, CEO of Estate Planning Specialists. With 52 years of estate planning experience, David is recognized nationally as “the source” when it comes to proper estate planning. David has been a featured speaker at a multitude of investment conferences around the globe and a guest on national television including CNN, Fox News, CNBC and Bloomberg. He and his firm are continually recommended by financial newsletter gurus such as Mark Skousen, Forecasts & Strategies, Robert Carlson, Retirement Watch, Dr. David Eifrig, Retirement Millionaire.

With his vast knowledge and experience, each Wednesday, David will share key insights on how to build a powerful, productive posterity through proper estate planning. Archaeologists have proven that the ancient Egyptians were wrong: we can’t take it with us. We all need to have a proper transfer plan in place. David will weekly expose the best strategies, top secrets and tools that will allow you to keep your wealth in the family. In 1994, David, wrote the best-selling book, Estate Planning Made Easy. Thirty years later it is the theme of his new podcast. While the task can seem somewhat daunting and intimidating, estate planning can actually be easy if you know the “how to’s” and the “why’s.” 

Tune in each Wednesday for a new episode of Estate Planning Made Easy with your host David T. Phillips.

Main website link: https://epmez.com
YouTube Channel Link: https://www.youtube.com/@estateplanningspecialists2789
Store link: https://shop.epmez.com/
GWS Newsletter Sign-up Link: https://shorturl.at/zHJOZ

Estate Planning Made Easy, is a podcast hosted by David T. Phillips, CEO of Estate Planning Specialists. With 52 years of estate planning experience, David is recognized nationally as “the source” when it comes to proper estate planning. David has been a featured speaker at a multitude of investment conferences around the globe and a guest on national television including CNN, Fox News, CNBC and Bloomberg. He and his firm are continually recommended by financial newsletter gurus such as Mark Skousen, Forecasts &amp; Strategies, Robert Carlson, Retirement Watch, Dr. David Eifrig, Retirement Millionaire.
With his vast knowledge and experience, each Wednesday, David will share key insights on how to build a powerful, productive posterity through proper estate planning. Archaeologists have proven that the ancient Egyptians were wrong: we can’t take it with us. We all need to have a proper transfer plan in place. David will weekly expose the best strategies, top secrets and tools that will allow you to keep your wealth in the family. In 1994, David, wrote the best-selling book, Estate Planning Made Easy. Thirty years later it is the theme of his new podcast. While the task can seem somewhat daunting and intimidating, estate planning can actually be easy if you know the “how to’s” and the “why’s.” 
Tune in each Wednesday for a new episode of Estate Planning Made Easy with your host David T. Phillips.
Main website link: <a href="https://epmez.com/" data-saferedirecturl="https://www.google.com/url?q=https://epmez.com&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw0qALRXTJVyOinBloImKnxF">https://epmez.com</a> YouTube Channel Link: <a href="https://www.youtube.com/@estateplanningspecialists2789" data-saferedirecturl="https://www.google.com/url?q=https://www.youtube.com/@estateplanningspecialists2789&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw1nzSPsC1Y_nXu8iCUYcPNA">https://www.youtube.com/@estateplanningspecialists2789</a> Store link: <a href="https://shop.epmez.com/" data-saferedirecturl="https://www.google.com/url?q=https://shop.epmez.com/&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw1SjDCRxiUlsGjJOeW8TOYs">https://shop.epmez.com/</a> GWS Newsletter Sign-up Link: <a href="https://shorturl.at/zHJOZ" data-saferedirecturl="https://www.google.com/url?q=https://shorturl.at/zHJOZ&amp;source=gmail&amp;ust=1709737504106000&amp;usg=AOvVaw0pwzLkGPEVthRyd7l4olm2">https://shorturl.at/zHJOZ</a>

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