Estate Planning

Learn about estate planning.

Properly Preparing for the Exorbitant Cost of Long-Term Medical Care

by David T. Phillips Jun 12, 2019 Have you taken any steps to shield your investments from a long-term care event? Learn why long-term care insurance is important part of your estate plan.

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Using the IRS Gift Allowance in Estate Planning

by David T. Phillips Apr 02, 2019 Learn the benefits of this basic, but powerful, tax-free estate planning strategy.

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