After three years of extensive research lead 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 ravishes of probate, conservatorship and estate taxes. In essence, an EPS Estate Analysis is the blueprint of a successful estate plan.

"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 $300.00.
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

"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.

"Charles and I had definitely been procrastinating. We were so busy running our business that distributing our estate was literally the last thing on the totem pole. We were familiar with David T. Phillips from his participation at our conferences and it was he who suggested we 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 we gained that illustrated our future tax liabilities were staggering and certainly opened our eyes. We received some clear-cut recommendations for managing our finances to the point where our estate settlement costs would be reduced significantly. We recommend this invaluable service."
--Kim and Charles Githler
President and CEO, Investment Seminars, Inc

All excerpts below are from the book: ESTATE PLANNING MADE EASY, published by Kaplan Publishing

Mistake #1 - Failure to have any plan at all, or having an antiquated or improper plan

We often hear of families torn apart because a parent or grandparent fails to predetermine who gets what. "She wanted me to have it," claims one child. "No she didn't, she promised it to me," retorts another. Who is right? Only the deceased knows for certain. Too bad she didn't write it down. Too bad she didn't take a few minutes to let her true wishes known.