The Wealth Transfer Coach
Steven J. Gibbs and his caring legal team assist retirees, business owners, investors and growing families protect the American dream.
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...
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
06/15/2021
Establishing a Florida Residency [Key Steps and Considerations] - https://mailchi.mp/2e9ca7735c06/establishing-a-florida-residency-key-steps-and-considerations
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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