David Phillips

| Generational Wealth Specialist

David T. Phillips is a nationally recognized consumer advocate for insurance, annuities and estate planning with 53 years of experience. 

He is the author of bestselling books – “Estate Planning Made Easy,” “The 10 Most Common Estate Planning Mistakes and How to Avoid Them,” “The Family Bank Strategy,” “The Bombshell Battle Plan: How to Defend Against the IRS’ Secret Weapon” and “Disinherit the IRS.”

Mr. Phillips has been a featured speaker at a multitude of investment conferences around the globe and a guest on national television including: CNN, Fox News, CNBC, Money Talks, and Bloomberg. 

David is a current columnist for the popular newsletter Generational Wealth Strategies and is now proud to have been selected as a Signature Advisor for The Weiss Group.

David is the CEO and founder of Estate Planning Specialists. With clients in every state, his companies have assisted thousands of Americans to properly plan their estates. 

Mr. Phillips graduated from Brigham Young University. He is an active member of his church and enjoyed coaching the Arizona State University Water Ski Team from 1994-2006, winning the National Championships in 2001. 

David and his wife, Jane, have 4 children and 12 grandchildren.

David Phillips's Articles
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5 Planning Moves to Consider Before Year-End
By David Phillips On September 30, 202601:00 PM Eastern
January is a great time for resolutions. It's a terrible time for tax planning.
You Saved for Retirement. But Did You Plan for the Taxes?
By David Phillips On September 17, 202607:00 AM Eastern
Your beneficiaries need you to answer this important question.
The Long-Term Care Gap Medicare Leaves — And How to Close It
By David Phillips On August 6, 202607:00 AM Eastern
It's not just your retirement. It's the conversation your kids are hoping you'll start.
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A Legacy Strategy Designed to Grow With Your Grandchildren
By David Phillips On August 5, 202609:30 AM Eastern
Six granddaughters, one toy room, and a lesson about legacy.
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The ‘Inheritance’ That's Actually an IOU to Uncle Sam
By David Phillips On July 9, 202609:30 AM Eastern
Naming a beneficiary doesn't solve the tax problem. Here’s what does.
How Annual Tax-Free Gifts Can Help You Pass Along More of Your Wealth
By David Phillips On June 30, 202607:00 AM Eastern
It’s one of the simplest wealth-transfer strategies available.
Overpaying the Tax Man Can Ruin Even a Solid Financial Plan
By David Phillips On June 16, 202607:00 AM Eastern
It is not simply what you earn that matters. It is what you keep after taxes, fees, inflation and market losses.
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How to Set Up Your Own Family Bank
By David Phillips On June 9, 202610:48 AM Eastern
Why it’s one of the most powerful tax-free planning tools available today.
The Enormous Tax Time Bomb Hidden in Most Retirement Accounts
By David Phillips On May 28, 202607:00 AM Eastern
Avoid this common mistake when planning for your retirement or estate.
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The New Answers to Today’s Long-Term Care Crisis
By David Phillips On May 18, 202611:05 AM Eastern
Preserve your assets, protect your family and earn back the money you put in with Leveraged Care Solutions.
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