Why All Trusts Are Not Created Equal
In today’s day and age, when all legal documents are prepared on a computer, it seems reasonable to assume that all trusts will be more or less the same. After all, attorneys are notorious plagiarists and routinely copy documents from one another. Isn’t one living trust, for example, pretty much the same as another? Absolutely not! In fact, there are major differences – and what you don’t know about the differences can cost you a great deal of money and aggravation.
Return of Premium Long Term Care Plan
Don’t feel bad if you haven’t heard of “Return of Premium LTC Plans” because most investors haven’t. “Return of Premium Plans” are largely an unknown IRS-approved financial instrument that allows you to pre-pay for long term care expenses at a highly discounted rate.
About Us
Estate Planning Specialists, LLC was established in 1988 to help effectively serve the estate planning needs of the many nationwide clients of companies of David T. Phillips and Co.; Insurance Quote Services, and Phillips Financial.
The Family Bank Strategy- REVISITED: Special Report (Print & Digital Download)
Disinherit the I.R.S. (Print & Digital Download)
The Bombshell Battle Plan: How to Defend Against the IRS' Secret Weapon (Print & Digital Download)
The 10 Most Common Estate Planning Mistakes and How to Avoid Them
The Future of Retirement Savings
