The Wealth Transfer Coach

The Wealth Transfer Coach

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Steven J. Gibbs and his caring legal team assist retirees, business owners, investors and growing families protect the American dream.

Using a SLAT Trust in Florida 10/06/2021

Using a SLAT Trust in Florida -

Using a SLAT Trust in Florida With the prospect of a reduced federal estate tax exemption looming in the near future, taxpayers are considering tax-mitigation strategies that capitalize on today’s record-high exemption. Asset protection, or protection from potential lawsuits, is also top of mind in today's litigation prone lan...

Photos 07/29/2021

HIPAA and Medical Privacy Concern in the Covid-19 Era - https://mailchi.mp/052ba2ef79f2/hipaa-and-medical-privacy-concern-in-the-covid-19-era

Photos 06/15/2021

Establishing a Florida Residency [Key Steps and Considerations] - https://mailchi.mp/2e9ca7735c06/establishing-a-florida-residency-key-steps-and-considerations

Photos 03/23/2021

Top Estate Planning Advantages of Relocating to Florida - https://mailchi.mp/219b263d4039/top-estate-planning-advantages-of-relocating-to-florida-1685296

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4602 E. Thomas Road, N10
Phoenix, AZ
85018

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Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm