Estate Planning Made Easy #2 - The WORST Estate Planning Error That Could Unravel Your Legacy скачать в хорошем качестве

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

#DavidPhillips #EstatePlanningSpecialists #EagleFinancialPublications #Retirement #EstatePlanning #GenerationalWealthStrategies #SeniorResourcePresented 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. 💻Visit us: https://epmez.com/ 📘The 10 Most Common Estate Planning Mistakes, 4th Edition, by David T. Phillips: https://shop.epmez.com/products/the-1... 📧Generational Wealth Strategies Newsletter: https://www.generationalwealthnewslet... 📲Estate Planning Specialists at 888-892-1102 📲The Durfee Law Group at 480 324-8000