What is estate planning, why is it important?

Setting up a proper distribution plan

Estate planning vs financial planning

What is the #1 estate planning mistake?

Does a “do-it-yourself” plan actually work?

Have a professional review your estate.

What is the impact of “intestacy?”

Worst case in U.S. history: Howard Hughes

What is a Revocable Trust?

Sign up for our monthly newsletter

Build a powerful, productive posterity!

In this episode, I discuss the importance of estate planning and the difference between estate planning and financial planning. I highlight the consequences of not having a plan in place and the potential challenges that can arise, especially during unexpected events like COVID-19. I also emphasize the need to regularly review and update your estate plan to ensure it aligns with your current circumstances. Watch this video to gain valuable insights and take action to protect your assets and secure your family's future.

1:00 – What is estate planning and why is it important?

2:00 – Since we can’t take it with us, we need to set up a proper distribution plan.  If not we will create the worst human emotions conceivable when we pass.

4:00 – How does estate planning differ from financial planning?

6:00 – What is the most common estate planning mistake?

7:30 – Does a “do-it-yourself” plan actually work?

8:30 – Have a professional review your estate – call Estate Planning Specialists at 888-892-1102

11:00 – What is the impact of “intestacy?”

12:00 – Worst case in U.S. history – Howard Hughes, richest man in the world.  Another example – The Queen of Soul.

13:30 – What is a Revocable Trust and how is it better than just a will?

14:00 – Sign up for our monthly newsletter, Generational Wealth Strategies at www.generationalwealthnewsletter.com

15:00 – Be the builders of a powerful, productive posterity!

Learn more: 
* Estate Planning Made Easy website
* The 10 Most Common Estate Planning Mistakes, 4th Edition, by David T. Phillips
* Generational Wealth Strategies newsletter

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) using the discount code EPMEZ when you go to shop.epmez.com

In this episode, I discuss the importance of estate planning and the difference between estate planning and financial planning. I highlight the consequences of not having a plan in place and the potential challenges that can arise, especially during unexpected events like COVID-19. I also emphasize the need to regularly review and update your estate plan to ensure it aligns with your current circumstances. Watch this video to gain valuable insights and take action to protect your assets and secure your family's future.
1:00 – What is estate planning and why is it important?
2:00 – Since we can’t take it with us, we need to set up a proper distribution plan.  If not we will create the worst human emotions conceivable when we pass.
4:00 – How does estate planning differ from financial planning?
6:00 – What is the most common estate planning mistake?
7:30 – Does a “do-it-yourself” plan actually work?
8:30 – Have a professional review your estate – call Estate Planning Specialists at 888-892-1102
11:00 – What is the impact of “intestacy?”
12:00 – Worst case in U.S. history – Howard Hughes, richest man in the world.  Another example – The Queen of Soul.
13:30 – What is a Revocable Trust and how is it better than just a will?
14:00 – Sign up for our monthly newsletter, Generational Wealth Strategies at www.generationalwealthnewsletter.com
15:00 – Be the builders of a powerful, productive posterity!
Learn more:  * <a href="https://epmez.com/">Estate Planning Made Easy</a> website * <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 * <a href="https://www.generationalwealthnewsletter.com/offer/generational-wealth-retirement-and-estate-survive/?source=GWRES30&amp;step=2">Generational Wealth Strategies</a> newsletter
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) using the discount code EPMEZ when you go to <a href="https://shop.epmez.com/">shop.epmez.com</a>

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

I discuss the importance of estate planning and the difference between estate planning and financial planning. Gain valuable insights and take action to protect your assets and secure your family's future.

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