• What is the number one most common estate planning mistake and how to avoid it?

  • Mar 20 2024
  • Length: 13 mins
  • Podcast
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What is the number one most common estate planning mistake and how to avoid it?

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  • Summary

  • 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.

    Learn more:
    * Estate Planning Made Easy website
    * The 10 Most Common Estate Planning Mistakes, 4th Edition, by David T. Phillips
    * Generational Wealth Strategies newsletter

    Contact:
    * Estate Planning Specialists at 888-892-1102
    * The Durfee Law Group at 480 324-8000

    Receive a 50% discount on all our books and reports (not the Analysis) using the discount code EPMEZ when you go to shop.epmez.com

    See omnystudio.com/listener for privacy information.
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