Estate Planning Made Easy #2 - The WORST Estate Planning Error That Could Unravel Your Legacy

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by: David T. Phillips, CEO, Estate Planning Specialists


www.epmez.com 1-888-892-1102


Published on
Mar 20, 2024 Estate Planning Made Easy
#estateplanning #retirement #retirementplanning

In this podcast, I, David T. Phillips, CEO of Estate Planning Specialists, reveal the number one estate planning mistake. I also share the strategy you can implement to avoid that mistake. I highlight the significance of properly planning your estate to prevent negative emotions like anger, jealousy, and hate among family members at a time when we want unity, love, and respect. I also mention the resources available, such as my books, reports, and our monthly newsletter, Generational Wealth Strategies, which provide valuable insights on how to do it right and do it easy. The primary goal of this podcast and the existence of my firm, Estate Planning Specialists is to help YOU create a powerful, productive posterity.

00:00 Introduction
02:00 The Goal of Estate Planning
02:30 Why you Should be the Foundation of a Powerful, Productive Posterity
04:00 A tale of two sisters
05:20 Designing a Logical Plan
06:00 Educate
06:30 Generational Wealth Strategies
07:00 Sustainable Legal Solutions
08:20 Safe Money Corner: Incorporating Safe Investments
09:15 Incorporating Charitable Giving
10:00 Estate Planning Solutions Suite and Analysis
10:30 EPIC: Estate Planning Individually Centered
10:40 A Revocable Living Trust vs. a Will
12:20 Don't lose sight of your goal to be the maker of love and harmony, not hate and envy
13:30 Fiasco planning of Prince, Aretha Diane Feinstein, etc.

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