Order your Estate Planning Solutions Suite today. Normally over $1,000 when sold separately, this comprehensive package, including the book, Special Reports, your Personalized Estate Planning/Financial Needs Analysis, plus legal audit of your estate planning documents, is very affordable at only $697.50. Taking advantage of this offer may result in implementing a plan that could save you hundreds of thousands of dollars or more! What's included: Personal Summary & Recommendations: • A comprehensive breakdown of your current estate plan.• Recommendations of viable strategies specifically applicable to you. Do you need a will or a trust? A cost analysis comparison of having a Will vs Trust. Your Personal Estate Tax Calculations: Tax calculations to illustrate your current and projected potential tax liabilities for you and your family. Personal Estate Liquidity Recommendations: • Wealth Creation Strategy• Family Bank Strategy Strategies to make certain you keep your wealth in the family. Long Term Care Solutions: How to ensure that a Long Term Care event won’t deplete your estate. Creative and Estate Tax Ideas: Strategies that you may choose to implement that will help you achieve your estate planning goals. Legal Audit of Your Estate Plan: A legal review of your estate planning documents by The Durfee Law Group, as well as a follow-up conference. Books: • The Family Bank Strategy by David Phillips• The 10 Most Common Estate Planning Mistakes by David Phillips• The Leveraged Care Solutions Special Report by David & Todd Phillips• Disinherit the IRS Special Report by David Phillips• The Bombshell Battle Plan: Post 2020 Election Special Report by David Phillips
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