Baby boomers heading into their retirement years must take the time to ensure that their estates are in order and that means a lot more than just preparing a will and naming an executor. Insurance, taxes, and planning for Medicare and Medicaid are among the crucial considerations in planning for the future.

Completely revised and updated, Estate Planning Made Easy, Third Edition shows individuals why they need more than just a will and an executor, options for conserving wealth, and advice on putting together a comprehensive estate plan. This third edition includes extensive revisions to tax legislation, which has changed significantly over the last few years, leaving most Americans clueless.

Features:

• Changes to Tax Legislation
• How seniors can best plan for Medicare and Medicaid
• How to obtain the best cash flow with an equity-rich home
• Tax legislation regarding 401k's IRA's, and pensions
• Strategies to help reduce estate size and give to children, grandchildren, and great grandchildren, without jeopardizing annual gift allowances
• Premium financing of life insurance
• Information on social security, private annuities, and state inheritance tax

Order a copy of Estate Planning Made Easy Here

About the Author

David Phillips is an active estate planning professional who helps clients conserve their wealth every day and conducts estate planning workshops. Bill Wolfkiel is the founder and president of BDC, Inc., specializing in estate planning and wealth transfer strategies.

"After review of three estate planning services, I found your plan/program superior. It is concise, yet detailed. It's also easily understood and easy to follow. Following your reasoning and suggestions, I believe I will have saved thousands in potential taxes, as well as properly and adequately providing for my beneficiaries."

--Thomas W.J.D., Milwaukee, WI

"I ordered the Estate Analysis because it was advertised in a newsletter and I have an estate problem that I am looking for answers to. Your Analysis is full of good information which we are using to help solve the problems. I thought you all did a good job of putting together the information. I do appreciate it and am moving along with the job."

--James C., Chantily, VA

"Do I like your program and service? I'd bet a bill that I have suggested or recommended your idea and service to 25 of my friends. In fact, just today I gave your firm's name and address to two of my friends.What did I think about it? I was very impressed--tremendously impressed. Frankly, I do not see how you can produce such an outstanding analysis and sell it for only $397.00.

What a refreshing change to come across an organization which really cares."

--R.B.M., Monroe, LA

"Your Estate Analysis was very well presented. Our purpose was to determine if second-to-die life insurance would be of value to protect our estate. As it turned out, we did purchase some insurance! Also, as a result of the insurance examination, we found an illness that has since been corrected. All things considered, the original Estate Analysis resulted in correcting an illness that may have gone undetected."

--Louis T., Oshkosh, WI

"We found the Estate Analysis to be very helpful. When a person adds up all his personal items (real estate, cars, etc.), he finds his estate to be much larger than expected. Your idea of funding with life insurance (second-to-die policy) is very good so that the children will have money to pay estate taxes. Your estate premiums are very reasonable. Possibly a person should purchase more insurance than is initially needed because everything increases in value.
The IRS has never said thank you for all the taxes I've paid them, so I'd hate to see my children pay them any more when I die."

--Marlin F., Mexico, MO

"The material sent to me was informative to the extent I sought out a lawyer to draft for me a Living Trust which I now have. The material you sent was passed on to a friend.

I originally ordered it as I did not want my affairs to end up like my mother's, who at 93, is "vegitating" in a nursing home and did not leave behind a

"Durable Power of Attorney."

--Eugene S., West Chicago, IL

"Your Estate Analysis was excellent. I ordered the analysis to put in perspective my financial affairs. You showed in clear, concise terms, how to protect and conserve personal assets. The purpose of each trust was elucidated. Thanks again."

--Marc T., Longmont, CO

"I've known David T. Phillips longer than I've known my wife. We've watched the kids grow up...now they can water ski better than he can! But even if I'd never known David personally, I would still have to respect him for what his company has accomplished in terms of planning and protecting literally thousands of people over the years. That's a heck of a legacy, and his Estate Analysis is just one more proprietary tool that I don't think anyone else can duplicate. I'm amazed at how complete it is...and the impact it has in properly planning one's estate."

-- Mark Skousen

Editor, Forecasts & Strategies

"You can't plan your estate until you know where it stands now. The EPS Estate Analysis is a great way to do this. It's fast, comprehensive, and affordable. The Estate Analysis also is concise and easy to read and comes with relevant recommendations. If you're wondering how to start the estate planning process, this is the way."

--Bob Carlson

Editor, Retirement Watch

"I believe in patriotic investing. If you give your federal or state legislators $1.00 of unnecessary taxes, they will spend $1.75! That's inflationary. Inflation is un-American, so tax avoidance is patriotic.

Do you want to risk getting as much government as we are paying for? I surely don't! I'm sick of taxpayer bailouts. I have contributed enough!
Have you written the federal and state governments into your will? Of course not! They have already written themselves in for a major share of you life's savings. The sad part is that it was never necessary or desirable.

If you truly love your loved ones, EPS Estate Analysis makes it as easy and reasonable as it is ever going to get to make sure your family's financial security is guaranteed.

It's the easy way to prevent having to learn the hard way!"

--William E. Donoghue

Publisher, Donoghue's MONEYLETTER

"If you pass away with an unprotected estate worth more than $4 million, your heirs will be faced with a tax bill totalling anywhere from $300,000 up to $900,000. But if you protect your estate properly, that bill could be reduced to zero.

I urge you to look into this important topic now. The Estate Analysis will help you in this regard. It gets down to the nitty gritty in a hurry! It takes an unbelieveably complicated area of the law and cuts right through to the bone--you won't waste your time or money with the Estate Analysis!"

--Adrian Day

Editor, Investment Analyst

"I've known David for almost 10 years. The man knows more about estate planning than anyone I've ever met. He's an absolute genius at using insurance and other tactics to keep family money in the family. And he's now offering a service that can help anyone avoid the estate traps the IRS has laid for them.

His safe, sensible, estate plan will protect your family for up to three more generations...all in less time than it takes to read a single book on estate planning.

The Estate Analysis from Estate Planning Specalists has a single purpose; to show you how to reduce your estate's shrinkage to zero. The goal is to allow your heirs to retain 100% of what you have worked for. Not 50%, not 70%, but 100%."

--Brian W. Smith

Publisher, National Institute of Business Management, Inc.

"I had definitely been procrastinating. I was so busy running my business that distributing my estate was literally the last thing on the totem pole. I was familiar with David T. Phillips from his participation at The Money Show and it was he who suggested I take the time to complete the ESTATE ANALYSIS. The questionnaire was painless, and so easy that it took only 10 minutes to fill out. The calculations I gained that illustrated my future tax liabilities were staggering and certainly opened my eyes. I received some clear-cut recommendations for managing my finances to the point where my estate settlement costs would be reduced significantly. I recommend this invaluable service.”

--Kim Githler

President and CEO, The Money Show

After three years of extensive research led by myself and a team of highly respected, experienced planners and Attorneys that specialize in estate planning, we have developed a unique service, the comprehensive Estate Planning Specialists ESTATE ANALYSIS.

What is an EPS ESTATE ANALYSIS? Well, it's really the first step to successful estate planning and peace of mind.

Simply put, an EPS Estate Analysis is an impartial review of how your assets would be distributed assuming you had an accurate estate plan versus how they would be distributed based on your current level of planning. It's a hands-on, easy-to-understand evaluation of your personal situation. It offers specific suggestions and recommendations to help you conserve and protect your hard-earned assets from the ravages of probate, conservatorship, and estate taxes. In essence, an EPS Estate Analysis is the blueprint of a successful estate plan.