For centuries, an estate planning attorney was solely an attorney that represented clients before a probate judge, in an effort to maximize the desired estate transfer. They would simply help draft a will and represent that will in court to validate it. While the phone book is full of so-called estate planning attorneys, most still follow this philosophy.

A true estate planning attorney, however, is much more than a “hearse chaser.” He helps you craft a logical distribution plan that has true dynasty provisions avoiding the expenses of probate, blessing multiple generations. My firm, Estate Planning Specialists, is the quarterback of your estate plan. We make certain your plan maximizes your dreams, and takes advantage of all loopholes, strategies, and top products.

In this podcast, I explain how this can be done by ignoring Portability, and establishing an A/B Credit Shelter Trust. Using this little-known estate planning technique, you not only avoid probate, the Credit Shelter “B” Trust can grow to unimaginable sums with absolutely no future federal or state estate taxes. What’s more, this tax-free growth can last as long as there are assets in the trust.

Currently, the federal estate exclusion is the highest it has ever been, at $13.6 million. It is set to plummet to $6 million on December 31, 2025, a day known as Tax Doomsday! To discover how you can take advantage of this gigantic exclusion this year, you will want to read the latest 4th edition of my book ''The 10 Most Common Estate Planning Mistakes and How to Avoid Them,'' by going to https://shop.epmez.com/, and by subscribing to our monthly newsletter, Generational Wealth Strategies newsletter.

00:30 Welcome

01:20 What is Portability? Is it good for all estates?

02:25 What is better Portability or an A/B Credit Shelter Trust

03:00 Current 2024 federal estate credit with a A/B Credit Shelter Trust (diagram)

04:00 The 2025 Tax Doomsday (diagram)

05:30 The advantages of an A/B Credit Shelter Trust vs. Portability

08:35 Contact The Durfee Law Group – 480-324-8000

09:20 The disadvantages of Medicaid planning

11:00 EPS Proprietary Estate Planning Solutions Suite, call our offices 888-892-1102, email david@epmez.com, or download the estate profile form

12:00 The 10 Most Common Estate Planning Mistakes book, shop.epmez.com

Links:
Estate Planning Made Easy website
The 10 Most Common Estate Planning Mistakes, 4th Edition, by David T. Phillips
Generational Wealth Strategies newsletter
Proprietary Estate Planning Solutions Suite: Call our offices 888-892-1102, email david@epmez.com.
Contact Estate Planning Specialists at (888) 892-1102 and 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/.

For centuries, an estate planning attorney was solely an attorney that represented clients before a probate judge, in an effort to maximize the desired estate transfer. They would simply help draft a will and represent that will in court to validate it. While the phone book is full of so-called estate planning attorneys, most still follow this philosophy.
A true estate planning attorney, however, is much more than a “hearse chaser.” He helps you craft a logical distribution plan that has true dynasty provisions avoiding the expenses of probate, blessing multiple generations. My firm, Estate Planning Specialists, is the quarterback of your estate plan. We make certain your plan maximizes your dreams, and takes advantage of all loopholes, strategies, and top products.
In this podcast, I explain how this can be done by ignoring Portability, and establishing an A/B Credit Shelter Trust. Using this little-known estate planning technique, you not only avoid probate, the Credit Shelter “B” Trust can grow to unimaginable sums with absolutely no future federal or state estate taxes. What’s more, this tax-free growth can last as long as there are assets in the trust.
Currently, the federal estate exclusion is the highest it has ever been, at $13.6 million. It is set to plummet to $6 million on December 31, 2025, a day known as Tax Doomsday! To discover how you can take advantage of this gigantic exclusion this year, you will want to read the latest 4th edition of my book ''The 10 Most Common Estate Planning Mistakes and How to Avoid Them,'' by going to <a href="https://shop.epmez.com/">https://shop.epmez.com/</a>, and by subscribing to our monthly newsletter, <a href="https://www.generationalwealthnewsletter.com/offer/generational-wealth-retirement-and-estate-survive/">Generational Wealth Strategies newsletter</a>.
00:30 Welcome
01:20 What is Portability? Is it good for all estates?
02:25 What is better Portability or an A/B Credit Shelter Trust
03:00 Current 2024 federal estate credit with a A/B Credit Shelter Trust (<a href="https://cdn-jdmij.nitrocdn.com/BUmFHAhFfrGMpswNseLgbMdAVwxeELWe/assets/images/optimized/rev-88a9695/www.seniorresource.com/wp-content/uploads/2024/04/2024-Tax-Laws-RFDT-Diagram-1024x576.jpg">diagram</a>)
04:00 The 2025 Tax Doomsday (<a href="https://cdn-jdmij.nitrocdn.com/BUmFHAhFfrGMpswNseLgbMdAVwxeELWe/assets/images/optimized/rev-88a9695/www.seniorresource.com/wp-content/uploads/2024/04/2024-Doomsday-RFDT-Diagram-1024x576.jpg">diagram</a>)
05:30 The advantages of an A/B Credit Shelter Trust vs. Portability
08:35 Contact The Durfee Law Group – 480-324-8000
09:20 The disadvantages of Medicaid planning
11:00 EPS Proprietary Estate Planning Solutions Suite, call our offices 888-892-1102, email <a href="mailto:david@epmez.com">david@epmez.com</a>, or download <a href="https://answersforelders.com/wp-content/uploads/2024/04/2077-EPSS_v5_14JUNE22.pdf">the estate profile form</a>
12:00 The 10 Most Common Estate Planning Mistakes book, shop.epmez.com
Links:
<ul>
<li><a href="https://epmez.com/">Estate Planning Made Easy</a> website</li>
<li><a href="https://shop.epmez.com/products/the-10-most-common-estate-planning-mistakes-and-how-to-avoid-them-4th-edition">The 10 Most Common Estate Planning Mistakes, 4th Edition</a>, by David T. Phillips</li>
<li><a href="https://www.generationalwealthnewsletter.com/offer/generational-wealth-retirement-and-estate-survive/">Generational Wealth Strategies newsletter</a></li>
<li>Proprietary Estate Planning Solutions Suite: Call our offices 888-892-1102, email <a href="mailto:david@epmez.com">david@epmez.com</a>.</li>
<li>Contact Estate Planning Specialists at (888) 892-1102 and The Durfee Law Group at (480) 324-8000.</li>
<li>Receive a 50% discount on all our books and reports (not the Analysis) by using the discount code EPMEZ at <a href="https://shop.epmez.com/">https://shop.epmez.com/</a>.</li>
</ul>

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>

Estate Planning Made Easy

In this podcast, I explain how this can be done by ignoring Portability, and establishing an A/B Credit Shelter Trust. Using this little-known estate planning technique, you not only avoid probate, the Credit Shelter “B” Trust can grow to unimaginable sums with absolutely no future federal or state estate taxes. What’s more, this tax-free growth can last as long as there are assets in the trust.

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